Alison Proctor


Alison Proctor, CPA


Alison is a Certified Public Accountant with more than 14 years of experience providing tax planning and compliance services to high-net-worth individuals, multi-generational family groups, and emerging wealth individuals.

She holds expertise in the following disciplines:

  • Tax advisory and compliance for partnerships, corporations, individuals and trusts
  • Stock option planning
  • Estate, gift and charitable giving planning
  • Businesses in the real estate, high-tech and professional services industries

Professional Memberships

American Institute of Certified Public Accountants
California Society of Certified Public Accountants


M.S. in Taxation, Golden Gate University
B.A. in Business Economics, University of California, Santa Barbara
Certified Public Accountant, California

Professional Experience

Seiler LLP

Community Affiliations

President, California Society of Certified Public Accountants, Peninsula/Silicon Valley Chapter
Treasurer, StarVista
Treasurer, Foster City Elementary School PTA

Silicon Valley

San Francisco