William Lee Sefton, CPAAmerica's Most Outspoken Non-Attorney Living Trust Advocate...
About Us

I am committed to providing the best possible financial service possible.
 
William (Bill) Lee Sefton, CPA:

Bill enjoys showing clients how to safely make their assets work harder for them.

Bill was born in San Francisco in 1943; and was raised in Sausalito and Mill Valley, graduating from Tamalpais High School in 1961. Bill earned his Masters of Accounting Degree from the University of Southern California (1966) and his Bachelor of Arts Degree in Economics from Willamette University (1965). He earned the following designations: Certified Public Accountant (CPA) in 1968, Certificate in Advanced Personal Financial Planning in 1986, Certified Senior Advisor in 2002, Certified IRA Specialist in 2006, his Certified College Planning Specialist in 2007, and has often been listed in "Who’s Who."  

Bill walks his talk: In 1997, Bill founded and received IRS approval for his Private 501c(3) Family Charitable Foundation, The Mimi Stone Sefton Foundation which was formed to honor his mother.  Because of increased paperwork demands by the IRS, he dissolved this Foundation in 2009.   In the mid-eighties, Bill served on the statewide Financial Planning and Ethics Committees for the California Society of CPAs and has been an instructor in their continuing education program.  He sponsored and taught the Wayne State University "How to Start and Run a Profitable Small Business" course in Northern California.

 Bill is a Community Leader: Bill is past-President and past-Treasurer of the multi-million dollar, 900 plus home Crow Canyon Country Club Homeowner's Association.

 Bill is an Experienced Tax and Financial Professional: Bill serves clients throughout the United States with over 48 years of experience dealing with money issues of all types. 35 years ago, he opened his CPA practice in the San Ramon Valley. Fact is, almost 2/3rds of his clients have been with him for more than 10 years. In the Fall of 2001, Bill completed a 40 hour basics course on long term care presented by the Ombudsman Services for Contra Costa County, then became a Financial Planning volunteer for the San Ramon Senior Center.

 Bill is a Volunteer Leader: Bill served as a member of Willamette University’s Alumni Association’s Board of Directors. During his seven year tenure, Willamette ranked twice in the top 50 liberal arts colleges in the United States by the prestigious U.S. News & World Report’s America’s Best Colleges Annual Ranking and Willamette’s alumni annual giving percentage reached as high as 45%.

 Using that experience, Bill became a Board member, and 1st Vice President - Major Giving, of the Tamalpais High School Alumni Association.  (He also served on the Tam Hi Foundation Board, during it's formative years.) While on the Alumni Board, he created the Back to Tam Day. At the beginning of each school year, the alumni return to paint, plant, and otherwise bring the soul back to this century old high school in Mill Valley, California. Imagine if more alumni returned to their high school each year to refresh their campus? Imagine the attitudes of the students when they see the grey-haired alumni returning to give back, improve, and refresh their 'grand old alma mater?'  The Tam Alumni Association was instrumental in getting a second Construction Bond Issue and a Parcel Tax passed by the voters.

 Because of Bill's 'Fresh Ideas and History of Getting Things Done,' in July, 2008 he was appointed by the President to be a Board Member of the American Society of Germans from Russia to serve a 3 year term; and, served as Treasurer for 1 year.