Amy has practiced public accounting since 1998. She is the leader of the Private Clients practice for the Oregon region of Moss Adams. She has a technical tax background with an emphasis in partnership, individual and corporate tax as well as extensive experience with high net worth individuals. She has devoted a majority of her time to providing proactive tax planning, trust accounting, estate planning, family office and tax preparation in multi-state environments to our high net worth clients, executives and family owned businesses.
For the past ten years, she has devoted a majority of her time to the firm’s private client services practice to provide tax planning, trust accounting, estate planning and tax preparation in multi-state environments to our high net worth clients, executives and family owned businesses. In addition, Amy has worked directly with our closely held business owners and their advisors to provide a holistic approach to their financials goals including personal financial planning, business owner succession planning, retirement planning, S-corporation distribution planning, income tax planning, and overall estate planning.
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Experience:
Years of Experience N/A -
Area Of Expertise:
Accountant / Taxation / Tax Planning / Tax Consulting / Income Tax Preparation -
Languages:
English -
Accounting Professionals Firm:
Moss Adams, Oregon -
Address:
Fox Tower 805 SW Broadway, Ste. 1200
Portland, OR 97205 -
Phone:
Phone (Office) : (503) 478-2200
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Website:
https://www.mossadams.com
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