Joined in 2016

Shelly Shi

CPA, CFE, MSA

Senior Manager

“The way to get started is to quit talking and begin doing.” – Walt Disney

Shelly provides tax consulting, planning and compliance for partnerships, closely held businesses and individuals. She strives to provide excellent services to her clients. She is also in charge of firm Form 5500 preparation. Prior to joining Somerset in 2016, she spent eight years at a local CPA firm managing tax returns for Housing and Urban Development, low income housing, not-for-profit and small businesses.

Shelly enjoys spending time with her family and friends, watching movies, cooking and working out.

Professional Experience

  • Real Estate Tax
  • Low Income Housing Tax Credits
  • Tax Consulting and Strategic Planning
  • Health Care
  • Construction
  • Not-for-Profit
  • Employee Benefit Plan Tax
  • MS – Accounting, Indiana University South Bend
  • BS – Accounting, Dongbei University of Finance and Economics, China
  • Indiana CPA Society – Member
  • American Institute of CPAs – Member
  • Association of Certified Fraud Examiners – Member

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