Practice Experience

Shirley enjoys working with high net worth individuals and families to provide tax consulting, planning, and preparation services. She likes to look at the big picture, and seek ways to help her clients better plan for their annual filings in order to achieve the best financial outcome. In addition to working with families and individuals, Shirley also provides tax services to not for profit organizations.

Shirley is also deeply engaged with the firm internally, and is a major resource for Sweeney Conrad’s recruiting team. She is one of the leaders of the Sweeney Conrad Women’s Network, an internal organization that seeks ways to create more equitable spaces for women both internally and in the wider Seattle area community.

Professional & Business Affiliations

Washington Society of Certified Public Accountants

Washington Women in Tax

Education

Bachelor’s Degree from Whitman College

Master’s Degree from Seattle University

Professional Certifications

Certified Public Accountant

Community Activities

• PTA Treasurer for Ben Rush Elementary
• Food Lifeline Volunteer