Amy Allen

Amy Allen



+1 (415) 781 2500

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Amy Allen is a tax partner with Baker Tilly’s private wealth practice. She has more than 30 years of 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 multigenerational families. Amy is a trusted advisor to her clients and works closely with them to implement multidisciplinary solutions. Her experience includes income and transfer tax planning and compliance, estate planning and philanthropic strategies.

  • Tax consulting, compliance and multiyear planning to a range of clients
  • Stock-option planning and optimizing tax efficiency with concentrated stock positions as well as planning with qualified small business stock (QSBS)
  • Charitable giving strategies
  • Estate and trust planning including evaluation of wealth diversification and tax deferral methods
  • Income and transfer tax planning and compliance
  • Prepares and reviews estate and gift tax returns as well as fiduciary income tax returns
  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • San Francisco Estate Planning Council
  • San Francisco Tax Club