Amy Allen

Amy Allen

Partner, CPA · +1 (415) 781 2500
Leave a messagearrowCreated with Sketch.

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

California

Education

Bachelor of Science in accounting
San Jose State University (San Jose, California)