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