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SHELLY
SOREM, CPA
ssorem@scpag.com
Shelly
earned her B.S. at Oregon State University. She holds Series 7 and 66 Securities Licenses and is a member
of the American Institute of Certified Public Accountants and the
Oregon Society of Certified Public Accountants.
She worked for five years in the banking industry prior to
entering the Public Accounting arena.
Her
areas of practice are Estate Tax planning, Timber and Christmas tree
taxation, complex Partnership and Corporate taxation issues,
and financial statements reporting.
Away
from work, Shelly spends most of her time supporting her children in
their academic and extra- curricular activities.
She enjoys the outdoors in warm weather, reading and
listening to a variety of music.
Registered
Investment Advisors
Securities offered through Purshe Kaplan Sterling Investments,
Member FINRA/SIPC
Headquartered at 18 Corporate Woods, Blvd. Albany NY 12211
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