Shellie L. Bailey

Tax Manager

Shellie L. Bailey earned a Bachelor of Science in Business Administration with a major in Accounting from Concord University and a Master of Business Administration with a concentration in Taxation from the University of North Carolina - Charlotte. She is a licensed Certified Public Accountant in the State of North Carolina (Certificate #29241) and is a member of the National Association of Tax Professionals.

Shellie has more than 20 years of experience providing tax planning, compliance, and consulting services to businesses and individuals. She began her accounting career at ESPN but later chose to pursue a career as a tax professional. In the tax department of a large national bank is where she developed expertise in strategic state sourcing methodologies. She later joined one of the Big Four accounting firms, serving as the Carolinas nonprofit tax manager. After her time in public accounting, Shellie transitioned to a leading tax technology company, where she served as the primary liaison between pass-through tax software development and client support. She later assumed a tax leadership role with the parent company, directing federal, state, and domestic international tax compliance while leading state tax planning initiatives and strategic tax projects.

Shellie's areas of expertise include multi-state tax compliance, state apportionment, pass-through entity taxation, and tax planning for complex business structures. She is particularly skilled in tax research and analyzing emerging tax legislation to provide practical, well-supported guidance. Her experience includes evaluating the tax impact of significant legislative developments, including economic nexus, Pass-Through Entity Tax (PTET) elections, changes in federal tax law, and state apportionment issues involving service revenue, software, and intangible income.

As a member of the firm's team, Shellie combines her experience in public accounting, corporate tax leadership, and tax technology to help clients navigate complex tax issues with practical, thoughtful, and reliable guidance. She is committed to building lasting client relationships and delivering the high level of professional service the firm is known for.