Amy Miller

Amy Miller, CPA

Principal

Amy is a Certified Public Accountant with more than 12 years of public accounting experience.

She holds expertise in the following disciplines:

  • Tax compliance and consulting services for high net worth individuals, multi-generational families, privately-held companies and trusts
  • Equity compensation planning for entrepreneurs and senior executives
  • Business and accounting services include quarterly tax planning for high net worth individuals and tax return filing services for federal, multi-state tax, partnerships, corporations, limited liability companies, estates, trusts and foundations
  • Cross-border income tax planning for inbound and outbound individuals
  • Wealth transfer planning
  • Charitable gift planning
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Education / Certification

  • Bachelor's in Business Administration with an emphasis in Accounting, San Jose State University
  • Certified Public Accountant, California

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Professional Experience

  • Tax Manager, PricewaterhouseCoopers

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