Amy is a senior tax manager, who has been serving clients since 1996. She is experienced in public accounting, tax compliance, and tax consulting. She provides tax planning and business consulting services to companies in the entertainment and real estate industries.
Amy’s main client focus is in the area of estate/trust/gift taxes, closely-held businesses, family office and high net-worth individuals. Her expertise emphasizes business and personal income tax minimization as well as comprehensive planning for owners and their families. She also has extensive experience representing client tax controversy matters before the Internal Revenue Services and the California Franchise Tax Board.
Amy is a member of the CBIZ National Private Client Services Technical Community and the Trust, Estate and Gift Technical Community where CPAs across the country network to discuss current events and resolve client issues.
Amy is fluent in Mandarin Chinese and Taiwanese.