Bio

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. Bachelor of Science in accounting San Jose State University;