Amy has over eight years of tax planning experience and is a Manager in BPM’s Santa Rosa office. She coordinates tax planning and compliance for clients in an array of industries, including construction, wine, craft beverage and professional services. Amy specializes in serving individuals along with their businesses and related entities to ensure compliance and provide tax planning opportunities. She helps ensure clients are compliant with tax laws by filing required tax returns, forms and schedules, responding to tax notices on their behalf and explaining various tax law changes and planning opportunities. Amy enjoys getting to know the individual goals and objectives of each of her clients and creating a positive tax compliance and planning experience.
Her past client experience includes consulting and compliance for a San Francisco area-based brewery, preparing tax returns for a family of individuals along with their related gift and business tax returns, as well as tax planning and filing tax returns for two large construction companies.
Amy’s clients also benefit from her teammates, as they are some of the top tax professionals in the area. Together they can tackle a multitude of tax tasks, even if it’s outside their typical scope of work.
Amy Navara Velasquez holds an active CPA license in California.
Amy loves to ride her bike, hike and travel.
Certified Public Accountant (CPA)