Shirley enjoys consulting on tax issues and has developed longstanding relationships with her clients, maintaining contact with them throughout the year in order to provide timely and relevant tax advice. She has established a depth of expertise in tax planning for high net worth individuals as well as for businesses and estates, with special expertise in foreign tax compliance for expatriates. Shirley has advised clients in a broad variety of industries, including real estate, investment partnerships, vineyards and wineries. She is experienced with representing clients who are undergoing federal or state audits.
Shirley holds two masters degrees; Accounting and Taxation, from Golden Gate University in San Francisco. She joined Wilson Markle Stuckey Hardesty and Bott, LLP in 2005 after having spent three years honing her skills at a regional CPA firm in the bay area.
She is a member of the California Society of CPA'S, Berkeley Property Owners Association and a committee chairperson with the Berkeley Ballet Theater. She and her husband have two children.