San Francisco Office

RINA’s San Francisco Office is located at 150 Post Street, Suite 200 between Kearny Street and Grant Avenue in the Union Square shopping district.  The Montgomery BART Station is a short walk away.

150 Post Street
Suite 200
San Francisco, CA 94108

Ph: (415) 777-4488

Fax: (415) 837-1260

150 Post Street
Suite 200
San Francisco, CA 94108

Ph: (415) 777-4488

Fax: (415) 837-1260

< San Francisco Office

Amy D. Conger

CPA / Tax Manager

Amy Conger, CPA, is a Tax Manager with RINA and has been a member of the Firm’s San Francisco office since 2013. Amy’s expertise is in providing tax planning and compliance services to high net worth individuals and families. She works closely with wealthy family groups and their associated pass-through entities, including closely held businesses and trusts.  

Amy takes a personalized approach in assisting clients make informed and strategic financial decisions. With experience in estate and wealth transfer planning, she supports clients in establishing various entities for family-limited partnerships, charitable remainder trusts, and foundations. Her experience also includes assisting small and S corporations to help them achieve their financial goals, as well as developing proactive strategies to minimize their corporate tax consequences. 

Amy’s areas of expertise include:

  • Retirement planning
  • Stock option planning and consulting
  • Cost segregation studies
  • Tax projections
  • Budgeting and forecasting
  • Cash management
  • Financial reporting
  • Corporate tax
  • Partnership taxation
  • Tax research 
Focus
  • High Net Worth Individuals and Families
  • Corporate, Partnership and Trust Taxation
  • Estates
Industries
  • Real Estate
  • Private Equity
  • Private Foundations
Amy Conger CPA and Tax Manager at the RINA San Francisco office.

Amy D. Conger

CPA / Tax Manager

Amy Conger, CPA, is a Tax Manager with RINA and has been a member of the Firm’s San Francisco office since 2013. Amy’s expertise is in providing tax planning and compliance services to high net worth individuals and families. She works closely with wealthy family groups and their associated pass-through entities, including closely held businesses and trusts.  

Amy takes a personalized approach in assisting clients make informed and strategic financial decisions. With experience in estate and wealth transfer planning, she supports clients in establishing various entities for family-limited partnerships, charitable remainder trusts, and foundations. Her experience also includes assisting small and S corporations to help them achieve their financial goals, as well as developing proactive strategies to minimize their corporate tax consequences. 

Amy’s areas of expertise include:

  • Retirement planning
  • Stock option planning and consulting
  • Cost segregation studies
  • Tax projections
  • Budgeting and forecasting
  • Cash management
  • Financial reporting
  • Corporate tax
  • Partnership taxation
  • Tax research 
Focus
  • High Net Worth Individuals and Families
  • Corporate, Partnership and Trust Taxation
  • Estates
Industries
  • Real Estate
  • Private Equity
  • Private Foundations

Credentials

California State University, Hayward, CA Bachelor of Science Degree in Business Administration with an Accounting Option, 2001

California CPA License, 2005

Golden Gate University, San Francisco, CA, MS in Taxation, 2008

Organizations

California Society of Certified Public Accountants

American Institute of Certified Public Accountants

Personal Insterests

Road biking

Skiing

New grandson

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