WESTCHESTER: T: (914) 949-2990
Experience
Shellee is a director based out of the White Plains, NY office. Shellee is an experienced professional with over 14 years of experience providing strategic tax, general accounting, business strategy, and operations consulting services to private clients in diverse industries. Some of Shellee's clients include medical and dental practices, vineyards and wineries, law firms, architects, limousine companies, insurance agencies, and high net worth individuals. Shellee works closely with business owners to help them meet their financial goals.
CREDENTIALS
Education
Bachelor in Business Administration in Accounting, SUNY University at Buffalo
Licenses
Certified Public Accountant in the State of New York
Affiliations
Member, American Institute of Certified Public Accountants (AICPA)
WORK-LIFE BALANCE
Community Involvement
Shellee is a volunteer with the Bedford Hills Elementary School Association.
Outside the Office
Outside of the office, Shellee enjoys spending time with her two young sons and her husband.
Get in touch with Shellee D. Katz today.
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I grew up watching my parents run their own business. Our dinner table conversations were about client service and I am thankful for that experience.
Get in touch with Shellee D. Katz today.
Fill out the form below to get in direct contact with Shellee D. Katz and start your personalized consultation journey.