Make Your Next Financial Decision a Clear One

At Shelley CPA, PLLC, you’ll receive personalized financial and tax guidance to protect what you’ve built. Together, we’ll plan for what’s next. Whether you’re navigating complex tax rules or preparing for generational transitions, you’ll move forward with clarity.

  • I take a proactive approach to tax – one that looks ahead, not just backward. My planning services reduce surprises and empower you to make smart decisions throughout the year.

    Includes:

        •    Tax projection and safe harbor planning

        •    Timing strategies for income and deductions

        •    Retirement contribution planning (Solo 401(k), SEP IRA, etc.)

        •    Entity structure guidance (S corp, LLC, etc.)

        •    Stock compensation planning (RSUs, ISOs, ESPPs)

        •    Coordination with investment, legal, or insurance professionals

  • I prepare individual and business tax returns with an eye for accuracy, compliance, and long-term strategy. My process is thorough but straightforward, so you can focus on your priorities without second-guessing.

    Includes:

        •    Individual income tax returns (Form 1040 + schedules)

        •    S corp and partnership returns (1120S, 1065)

        •    Trust and estate returns (Form 1041)

        •    Gift tax returns (Form 709)

        •    Amended returns and prior-year filings

  • Taxes don’t end at death. However, with the right planning, the process can be more efficient, less costly, and aligned with your legacy goals. I work with attorneys and families to bring tax clarity to estate and trust matters.

    Includes:

        •    Fiduciary accounting for estates and trusts

        •    Income tax compliance (Form 1041)

        •    Trust income distribution planning

        •    Guidance on basis, step-up rules, and portability

        •    Strategic planning before or after a loved one’s passing

  • Medicaid eligibility is complex, and the financial steps involved are often time-sensitive. I partner with families and attorneys to ensure the tax and reporting aspects of Medicaid planning are handled with care.

    Includes:

        •    Tax guidance related to Medicaid spend-down

        •    Gift reporting and look-back period compliance

        •    Trust income reporting (MAPTs and irrevocable trusts)

        •    Capital gains and basis tracking on transferred assets

  • For clients who want a long-term relationship and not just a one-time tax filing, I offer tailored advisory services throughout the year. This includes strategic guidance, tax impact reviews, and coordination with your broader financial team.

    Includes:

        •    Quarterly check-ins

        •    Life-event planning (sale of business, retirement, inheritance)

        •    Year-end tax moves

        •    Second opinions and IRS correspondence support

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