Amy is an established tax professional with extensive experience providing tax services for high-net-worth individuals and their closely held businesses, trusts, estates and exempt organizations.
- Clients include private equity partners, entrepreneurs and founders, corporate executives and closely held business owners
- Assists clients with tax minimization strategies, estate and trust planning, stock-option planning, charitable giving strategies, and tax controversy issues
- American Institute of Certified Public Accountants (AICPA)
- California Society of Certified Public Accountants (CalCPA)
- San Francisco Tax Club
- Board Member of the San Francisco Estate Planning Council
Location
San Francisco, CA
Education
Bachelor of Science in accounting
San Jose State University (San Jose, California)