Biography

Amy has practiced public accounting since 2003. She provides tax services, including tax planning and transaction and entity structuring to businesses and their owners. She also manages large buy-sell transactions, sale closing, and family ownership transitions. Amy’s expertise also includes closely held business entities (partnerships, C corporations, S corporations, and limited liability companies). She has spoken at a number of conferences including AICPA for Auto Dealership Conference, National Association of Dealers Counsel, and was nominated in 2018 for CalCPA Women To Watch award for Emerging Leaders.

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BS, business economics (accounting emphasis), University of California, Santa Barbara