Joined in 2016

Shelly Shi


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 CBIZ 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.

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

Somerset CPAs and Advisors is now part of CBIZ and MHM. Together, CBIZ and MHM are one of the Top Ten accounting providers in the country. Please click here for more information.

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