Alison Proctor

Alison Proctor

CPA

Principal

+1 (650) 365 4646

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Alison Proctor is a principal with Baker Tilly’s tax practice. She is a certified public accountant with more than 20 years of experience providing tax planning and compliance services to high-net-worth individuals, multigenerational family groups, and emerging wealth individuals. In addition to working with several large family groups, Alison is a part of the emerging wealth practice, serving the unique needs of founders, entrepreneurs and executives.

  • 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
  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA), Peninsula/Silicon Valley Chapter, past president
  • San Mateo-Foster City School District, School Board trustee
  • StarVista, treasurer
  • Foster City Elementary School PTA, treasurer and past president
  • Foster City Little League, treasurer

Location

Redwood City, CA

Education

Master of Science in taxation
Golden Gate University

Bachelor of Arts in business economics with emphasis in accounting

University of California, Santa Barbara

Expertise