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At a glance
- Discipline
- Associate Member
- Designations
- —
- Firm
- Linkenheimer
- Located
- Santa Rosa
Samantha Shelley
Associate Member
Linkenheimer — Santa Rosa
Practice
My name is Samantha Shelley. I have worked at Linkenheimer for almost 4 years. I began as an intern in February 2019 and became full time 1/1/2020. I work closely with partner, Carli Ortiz and associate, Judy Deniz on estate, gift, and fiduciary tax returns. I have completed my education at Santa Rosa Junior College and Sonoma State University. My degrees are in business administration, accounting, and financial management. I am studying for the CPA exam and intend on having my CPA by the end of 2024.
Areas of work
- Preparing estate and gift tax returns
- Preparing fiduciary income tax returns
At the council
Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.