Amy Estes

Amy Estes

Partner, CPA

+1 (972) 748 0194

Amy is a partner in the real estate and construction tax practice of Baker Tilly. Amy specializes in partnership taxation planning, structuring, compliance and consulting. She serves senior leaders of the real estate industry in the Dallas/Fort Worth Metroplex focusing on providing advisory, proactive tax planning and structuring for new deals and transactions, as well as partnering with clients to build efficient processes using technological advances to reduce overhead costs and resource constraints. Amy has previously served as a tax director and advisor to the C-Suite in a construction/real estate industry role which provided clients with a unique perspective and understanding of the level of service essential for valuable engagement success.

  • Complex partnership and fund structures, equity arrangements, waterfalls and related documentation and compliance
  • Implementation of tax structuring for new entities or transactional events
  • Documentation and annual review/improvement of year-end processes to meet client deadlines and shorten the amount of necessary time and human capital resources and expenditures
  • Multi-family and single-family home rental development, construction, property management structuring and compliance
  • Works with firm specialists to assist with implementing tax saving strategies for real estate businesses and their owners, including:
    – Cost segregation studies
    – Opportunity zone properties
    – Designing and implementing tax efficient structures
    – Application of federal and state tax credits
  • Certified Public Accountant, Texas (TSBPA)
  • American Institute of Certified Public Accountants (AICPA)
  • Texas Society of Certified Public Accountants (TXCPA)
  • Real Estate Financial Executives Association (REFEA)

Location

Dallas – Plano, TX

Education

Master of Science in accounting and information management

University of Texas - Dallas

Bachelor of Science in business administration

University of Texas - Dallas