Alison Proctor

Alison Proctor, CPA

Partner

Alison is a Certified Public Accountant with more than 15 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
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Professional Memberships

  • American Institute of Certified Public Accountants
  • California Society of Certified Public Accountants
  • ProVisors, San Mateo II Group

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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

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Professional Experience

  • Seiler LLP

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Community Affiliations

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

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