Alison Proctor, CPA
Partner
Alison is a Certified Public Accountant with 20 years of experience providing tax planning and compliance services to high-net-worth individuals, multi-generational family groups, and emerging wealth individuals. In addition to working with several large family groups, Alison is a part of the emerging wealth practice group, serving the unique needs of founders, entrepreneurs and executives.
She holds expertise in the following disciplines:
- Tax advisory and compliance for partnerships, corporations, individuals and trusts
- Stock option and compensation planning
- Estate, gift, and charitable giving advisory
- Industry expertise with real estate, high-tech, and professional services businesses
Alison joined Seiler in 2002 at the beginning of her career. She has been a Partner since 2017.
Education and Certifications
- Master’s degree in Taxation, Golden Gate University
- Bachelor’s degree in Business Economics with emphasis in Accounting, University of California,
Santa Barbara - Certified Public Accountant, California
Professional Affiliations
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Community Involvement and Board Memberships
- School Board Trustee, San Mateo-Foster City School District
- Treasurer, StarVista
- Treasurer and Past President, Foster City Elementary School PTA
- Treasurer, Foster City Little League
- Past President, CalCPA, Peninsula/Silicon Valley Chapter
Professional Memberships
- American Institute of Certified Public Accountants
- California Society of Certified Public Accountants
Education / Certification
- Master's degree in Taxation, Golden Gate University
- Bachelor's degree in Business Economics, University of California, Santa Barbara
- Certified Public Accountant, California
Community Affiliations
- School Board Trustee, San Mateo-Foster City School District
- Treasurer, StarVista
- Treasurer and Past President, Foster City Elementary School PTA
- Treasurer, Foster City Little League
- Past-President, California Society of Certified Public Accountants, Peninsula/Silicon Valley Chapter