Amy Allen

Amy Allen



+1 (415) 781 2500

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Amy Allen is a tax partner in Baker Tilly’s private wealth practice with more than 30 years of public accounting experience. 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. Her clients include closely held business owners, private equity partners and corporate executives and their families.

  • Stock-option planning and optimizing tax efficiency with concentrated stock positions
  • Charitable giving strategies
  • Estate and trust planning
  • American Institute of Certified Public Accountants (AICPA) 
  • California Society of Certified Public Accountants (CalCPA) 
  • San Francisco Estate Planning Council
  • San Francisco Tax Club