Amy Allen is a tax principal 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.

Amy Allen is a tax principal with Baker Tilly’s private wealth practice.

Bachelor of Science in accounting
San Jose State University 

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)

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)

Individual Income Tax Planning & Compliance

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