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

Here’s what Bill's clients and others have to say (from the newest to the oldest notes).  Comments like these are what keeps Bill going and NOT retiring:

Bill is an absolute gem. He is my go to guy when I have any sort of tax issues that come my way. OR, even if not -- he has great knowledge about business and life in general. 

Your safe with Bill -- I would recommend him over anyone!  Kathy

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Bill, you are a prince among men!  Thank you for all of your guidance. I look forward to working with you. 
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 Hi Bill,

Thanks so much for your wonderful service.  I don't know what I would do without you.

Elaine (Elaine's been with Bill for over 30 years)
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Carol Wu, a local estate planning attorney and fiduciary, after purchasing her manual, writes: "Bill, Excellent and helpful manual! Thank you for preparing such a valuable tool! Best, Carol"
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We are so grateful to have worked with you for so many years now.

Wonderful to have someone we trust doing our taxes.*:) happy

Dick and Peggy

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Thanks for all you do for us, Bill. Don't know what I would do without your help.

Gordon

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Always fun to talk to you. Thanks for the help and the stimulating conversation.

Best to you,

 Patrick

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And, as I check in for one last time at the end of the day (9pm) on April 15th, this email comes through....

Bill,

...and thank you for being a true friend and looking out for me each and every day throughout the year...not just at tax season ...folks like you are rare finds! Thank you buddy from the bottom of my heart. God bless and cheers,
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That’s great Bill. How long have we been doing this together? It must be over 15 years. Thanks for doing such a great job. Can’t tell you how nice it is to not have to worry about the big, bad IRS. David  Since 1996, that's 18 years and he's one of my new-bees.

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Bill:  Thank you so much.  Without you I'd be Lost!!  Gordon
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Thank you Bill for all your hard work and help, year after year.  Michael
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Hi Bill - Thank You again for your hard work.  Happy 2014.  Gina
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As always thanks for your good work; it's very reassuring to have someone so dependable and accurate doing my taxes and I appreciate it!!! Carol

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You're the best! 

Regards, Deb

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Got it! you make it sound so easy!!!  Laura

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Nice, this is why I like having you around :)

Aaron

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My Dream Team:  How an Executor / Successor Trustee referred to Bill as they were getting his signature Notarized as Bill found over $1,000 in the State of California's 'Lost and Found' for this Executor's Estate.  The financial institutions were being so difficult to work with, we just waited until they had to send the money to the State of California.
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I've lived all over the country and Bill has done my taxes for the past 8 years.  Not sure of all of the money that may have slipped through the cracks prior to working with Bill.  In 2012 alone, he found that my company didn't gross up my relocation expenses adequately and saved me $7,000! Thanks Bill!
 
--Jason of Georgia 
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I cannot thank you enough!!!  Thank you, thank you, thank you!!! Christine

 

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You’re awesome! But you probably have heard that a million times! JoAnn

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I also need to thank you and your colleagues at the Tamalpias High School Alumni Association, for your work in behalf of the school (which my mother attended in the late 1920s) and Jantine's project in particular. You have a fine website (www.tamgrads.org), where I have much enjoyed reading and seeing photographs of the details of the mosaic restoration.  John
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Perfect! The less I need to think about (income tax returns) the better!  You make this so easy.  Ducley
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As always thanks for the good work;  It's very reassuring to have someone so dependable and accurate doing my taxes and I appreciate it!!!  Carol
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I like Perfect:


8:33am Title Officer asks:

I need a letter from either the CPA or Attorney that handled ____'s Estate stating that there is no federal estate taxes due or any tax liens filed due to the death of _____. Is this something you can prepare and email or fax to me? Thank you Bill!

8:29am Bill responds:

Good morning Shannon;

The Estate Tax starts at $5,000,000 (until December 31, 2012 when the whole tax world is turned upside down)._____;s Estate is about $500,000; therefore there is no Estate Tax due on the _____ Estate.  To the best of my knowledge, there are no taxes due or tax liens outstanding for the ______ Estate.  ____ income tax filings are up to date and paid in full…

Bill

8:12am Title Officer responds:

This is perfect. Thank you very much!

Followed by...

Nothing better then dealing with a quick, efficient CPA!

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Joann emails Bill who can't open her email attachment:  Try to just mouse on Download.

Bill Responds:  Please fax them to me at ___ when you can.  I'm guessing my cat spooked my mouse.

Joann responds:  Clever "the cat spooked my mouse."  Even after all these years (some 30+) Bill, you're still so clever.

Bill takes what he professionally does very seriously; but, he doesn't take himself very serious.  Not like your typical CPA stereotype...

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From my leader while serving in my Church:  It has been great to serve with you.  You have raised some interesting questions along the way (during a 7 year period) and I have learned many things from you.

 Jim

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Mark from AEI (Alternate Energy Inc.), called me and related to me that the State (Hawaii) Tax rebate or refund Work Sheets that you did, in his opinion, was right on target and OK for submittal.

(Every Tax Season, one of my clients throws me a unique curve ball.)

Thanks,

H.K.
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 u are a rock. sir!!

Thank you!

Jason of California

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Thank you very much for being such a trusted advisor to us each year. I don’t say it enough; but, I really appreciate all that you do!

Jason of Texas
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How many CPAs wake up to this Sunday morning greeting on Facebook?:

Pam wrote: "you r the best, bill....."

(And, Pam and Gina live a 1,000 miles apart and do not know each other.)

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Thanks, Bill

You are the best,

Gina

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I appreciate your time, your effort, and your ability to make people happy.

Richard

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Hi Bill -

As always you do a great job!

Carol
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Bill: Thanks for over 25 years of great service & freindship to Betty & me. Let me as a client make & recommend to any of your other clients that, if they might need another insight resolving a financial question, please consider a call to Bill. If I had done so, it would have saved me in the neighborhood of $5,000. As Ever-Gold
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Bill, 

You’re an inspiration! The world needs more of you!

And I love your approach to the business!  It should be like offering someone information about your favorite movie! Great example!  (Grace is referring to my side action:  www.ohbytheway.biz )

Hope you are doing well!

Thank you,

Grace

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Thank you for the quick turn-around of our (income tax return) information. 

John
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You are a wonderful human being!

Big hug,

Rose

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Bill has worked closely with one of my clients and their family.  He's a guardian angel.   Bill's attention to detail, his kindness, his knowledge and genuine concern are incredibly valuable, especially during such an emotionally difficult time (what Bill calls Financial Hospice).   Bill has been the quarterback for this family.   My client is fortunate to have him on their side to ensure their estate is sound.

Sara, First Vice President - Wealth Management; Portfolio Management Director, Financial Planning Specialist
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February 13, 2012

As always, thanks for your good work; it's very reassuring to have someone dependable and accurate doing my taxes - I appreciate it!!!!

Carol

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 Friday, February 03, 2012

While on the telephone, I asked, How old do you think I am?

Ken guessed 52 years of age.

Then, April…

You don’t sound 68! Your energy levels are better than mine and I’m 23!

What is Bill taking?  Go to my Breakthrough Technology Page on the left side bar.

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You are a fantastic leader.  So grateful for our connection, thank you very much. Anne
 
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I am absolutely glad I asked; not only do I value your advice but I absolutely love your answers and humor!    

Jane
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When I write a (Christmas 2011) note to you, it takes me back to many years ago when I worked for a super boss. Bill, I always admired your wonderful sense of humor & honesty in your dealing with folks.

Thank you for those special years.

Misty Meine, December, 2011
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Thank you Bill.  You are truly committed to the highest standards of care!

Sue, well known and well respected Realtor servings Bill's community
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Nice chatting with you Bill!

I just want to say that working with you is terrific as you are one of the most organized and energetic people I've run into, and I appreciate how much you are about and do for your clients!

Dina Hoffman, Santa Cruz Estate Planning Attorney
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Bill, 

It was great chatting with you today and I must say your banana split metaphor is a great way to simply explain the necessity to have a harmonious financial plan.  One of the things I think most advisors forget is that our clients don’t know what we are talking about 99% of the time because they don’t understand our lingos.  With an easy explanation of the banana split metaphor I think that would translate well to our clients.  I look forward to staying in touch and will be in contact in the near future. 

Josh 
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"William Sefton CPA. He advises on accounting, estate and trust matters. Just this morning my wife and I went to our lawyer to sign what seemed like 50 documents revising and updating our wills and trusts. William was able to save us hundreds of dollars in legal fees by setting up all the papers with our demands  beforehand. It is the case that most lawyers are not number savvy like CPA's. Congress revised trust laws. These laws will expire in 2012 unless updated by Congress. Meaning many old trusts are not needed to minimize inheritance taxes now, but if the law lapses then the old style AB trusts will work. There is a way to insure that your trusts and estates are immune to Congressional changes. That is the
documents work either way. The only thing you can't control  is the inheritance tax rate. My first wife died many years ago leaving two children. My second wife and I have children. There are ways to set up trusts to prevent disputes after my death yet provide for all the kids and grandchildren. William set this one up also several years ago. Bill's phone number 925 735-6529."

Richard
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 A simple request for an opinon regarding my email signature line brought this comment:

William or Bill, it is ALWAYS hard to promote yourself. Financial Planner, Estate Planner, CPA, Tax Advisor, All around good guy that wants the best for his clients. That about sums it up. You don't "occasionally help strangers". You do it all the time and they become friends. 

WOW! Where the heck did that come from??

Jon
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Your a saint.  thank you so much.  This will help me explain collateral debt obligations and credit default swaps to the group so much better.
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You did great handling _____.  I knew you could do it.  When I didn't get a phone call back after talking with the individual at my _____, I had to start calling again 3 times a day.  After a week she finally answered and I went through the "holding" game again, but she came back with the answer.  So perseverance works.  Hip hip hoorah for you.  (Bill accomplished in 20 minutes what took Joy a week to accomplish.  Bill loves to disarm Calling Centers and get them laughing.)

Joy
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Dear Bill:

Thank you so much. I truly appreciation your time and knowledge.

Your idea about ________ is brilliant. I will do that.

Aloha, Debbie
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You're awesome!  Thank you Bill!!

John
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Thanks for another great job.

David
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Bill:
Thanks so much for doing such a wonderful job on our taxes every year. This year was probably more difficult because of the split states so Judy and I just want to express our thanks for your hard work. 

Gordon
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Thank you for your remarkable service; it's very reassuring to have someone dependable and accurate doing my taxes - I appreciate it!!!

Carol
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As always, we are grateful that you are helping us - your wisdom & friendship is a real treasure to us - throughout all these years!  Wishing you and your wife - God's Very Best - 

Dick and Peggy 
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 I would like to thank Bill Sefton for all the support and assistance he gave to a friend of mine.  Evelyn is a 90 year old woman who was being taken advantage of by someone who was having large funds taken from her bank account to pay for someone's mortgage that was not hers.  Bill was able to bring this matter to the serious attention of her bank, who were here-to-fore unresponsive, and Evelyn's money was returned to her.  Needless to say, Evelyn was thrilled.

Liane
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Thanks Bill for being creative.  You are the best!

Nancy
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Congratulations Bill,

The IRS has refunded the $2267.15 they thought we owed. I believe the score is now:

Bill Sefton  3,

IRS 0.

 You’re the best,

 David and Ann

(The IRS computer reduced their refund in a letter that contradicted itself.  Don't you love those government computers?!)

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Thanks Bill. I don't know how I could handle the IRS without your help. You're the best.

David
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You
r website is entertaining and interesting!

Ruth (first became a client 23 years ago!)

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Bill,
 Thanks for the advice. You're the best.


David
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Hi Bill, Just a note to thank you for going above and beyond in getting my 2009 tax return back to me so quickly!    I’m on my way to the P.O. right now to mail both the 1040 and the 540 with payment in full for both.  The first time in – what, 10 years? – that I haven’t had to file for an extension.  Thanks again, you’re the greatest! Hugs, 

Fran
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Bill, Thank you. This is a very neat website. I am sure you are looking forward to a much deserved vacation after the crunch of tax season is over... 

Al
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I recently had the pleasure of working with Mr. Sefton when he visited the _______ County Assessor's Office in _______.

He provided me a "complete" package of important information proactively. This seldom happens and makes my job much easier.

I look forward to doing business with him in the future.

John
Standards - Analyst
County Assessor's Office

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Hi Bill,

Thanks so much for the quick completion of our taxes!

Laura
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Bill: Thanks for the prompt work on my tax returns.  Unfortunately, according
to _______ LP's web site, the 1099 will not be mailed until March 31st.  Jerry 

(Often when there is only one more item needed for an income tax return, Bill will prepare a preliminary income tax return (often at no extra charge) for his client to review so that the client can review the income tax return while waiting for the delayed item.  No one likes surprises, so Bill avoids surprises whenevever possible.

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I have worked with Bill Sefton on several matters using him as an accountant and tax consultant in my trust and estates practice.  I have always received good work product from Bill in a timely fashion and at reasonable rates.  Would not hesitate to recommend Bill to any attorney or fiduciary that needs tax or accounting work.

Jon Vaught, Estate Planning Attorney, Oakland, California
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Thanks , Bill.  I was thinking the $14K could delay my having to start pulling money from my IRA and have to pay taxes on it -- but if it would make more sense to leave it with ____and get a higher benefit (commencing ___, I think) I'll continue to trust your judgement.
 Jane
Client of 26 years
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P.S.  The clients from my cousin Hans who you are helping in __________, loves you!!!!

Scott
Client of 31 years
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It was wonderful seeing you again yesterday.  Thanks so much for your time and words of wisdom.Sandra W.  (client of 26+ years)
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Bill;

Thanks for 29 years of excellent service!

Al M.
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Bill,

I really appreciate your helping our (Chapter) President and Treasurer through their difficulty.  We now have a much better understanding.  

Hope your Holidays are bright!

Lauren
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Mr. Sefton is the most outgoing but deligent person I have met.  He is very thorough and always keeps the best interest of his clients in mind; and, he is very entertaining and fun to work with.

Sumaiya Islam, local banker
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You're so kind to be so flexible...

Christine McPherson, Attorney at Law
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Bill has always been there for me over the years to help me with my financial dilemmas.  The advice has always been right on, and mavelous ideas that I did not get from anyone else.  Bill has been my financial advisor for over 27 years (Bill, do you remember when we first met?  (1982) ) I always take his advice, because he is a man of integrity.

Jo
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Dear Bill;

Thank you so much for meeting with Russ, Allison, and me this week.  We found your shared experience and information very helpful as we go through the college selection process.

De Ann
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Hi Mr. Sefton,

I just wanted to thank you for meeting with my parents and me last Wednesday evening.  I really appreciate all of the information you provided us about Willamette University and the college process in general.  I have attached my resume that you requested with the SAT and ACT scores included.

Thanks again,

Allison
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Not sure how I got so lucky to meet you, but I sure am grateful! 

Rose S.
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Dear Bill;

Got these letters  Help!  (I don't undertand; but,) why should I when I have you?  Right!

Love,

(Widow) Gladys
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Dear Bill;

I really enjoyed our conversation today.  I am sure we have numerous acquaintances in common as I have lived in Marin basically all of my life.  I also like your website, particularly the "testimonials."

Bob L.
Bank Officer
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Hi Bill,

I just wanted to touch base with you to let you know how much I appreciated your computer expertise at the (AHSGR.org) convention registration desk. I'm not sure what we would have done without you and Gary.


As you already know volunteers are the life blood of any organization and boy did we need you. I have talked to Leona M to pass on to those involved, about the next convention to make sure they have computer skilled people there as well. However on behalf of The Calgary Chapter AHSGR and myself, many many thanks.

Best Regards


Joan

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Bill is an incredible CPA who helps clients navigate the challenges within the tax code.  Bill is able to easily articulate the most complicated tax concepts in a way that the rest of us can understand.  After an intial review of one of my client's past retgurns (filed by one of the big agencies) he discovered over $ 3,000 in tax savings that the big guys missed.  -  Not a bad outcome from a FREE income tax review!

Bill has also worked with several of my cleints to implement the "Missed Fortune" strategy, successfully protecting their aserts while maximizing after-tax benefits at retirement.

Beyond tax strategy, Bill has also helped my cleints reduce college costs, successfully prepare for that very "taxing" expense.  For one mutual client, Bill even went as far as sending a recommendation letter for admission to his alma mater.

Upon meeting him, it is immediately clear that Bill truly loves what he deos and is there to help.  Bill has gvien my clients confidence, clarity and direction in the face of what are troubling economic times and prepared them for what lies ahead.

Bill Mattle
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(Well this one from Nancy was solicited; but, not the one's that follow Nancy's.)

Bill,

You've always given us good, well thought out and well researched advice about our finances.  If we've made mistakes over the years with our monies, it's because we didn't listen to your good advice.

Nancy H.
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Where shall I begin in explaining the unyielding service and support I have recieved from Bill Sefton throughout this epic saga that is known as, "Estate-Distribution.?

From the gate, Bill has been one of two people available to me to help me throught the day-to-day drudgery of distributing the estate of my grandparents.  Throughout the last year Bill's knowledge and wisdom have been a guiding light during a process for which there is no "real" instruction manual.

His legal knowledge is vast on the subject and his network of legal support consists of some of the very best in the business.  His knowledge as an accountant seems to know no bounds.  He is a true professional in his field and passionate about what he does.

To add to an already impressive resume, Bill's demeanor is what is most striking.  At times when I was stressed out beyond words and hadn't the slightest idea as to what needed to be done next in the process of distribution, Bill would cheerfully pipe in with a positive suggestion.  When things look bleakest for most of us Bill is always wearing a smile and planning his next move.

I would, and will, recommend Bill to anyone I know that is in need of an accounting or estate planning/distribution professional.  I have truly appreciated working with and getting to know him.  I believe I have gained a friend throughout all this.

Trustee G.
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Dear Blessed Friend;

All the havoc in the last six months about did me in.  Being forced to move, and everywhere I looked was way beyond my means.  All of a sudden I read the want-ads (which I never read) and found this apartment for 55+ at $750 a month.  I came, looked & said yes.  I moved.  Carefully placing my income tax info where I would not lose it.  It was such a grand place, I have not found it even yet.  What to do???!  Panic!!  Then all of a sudden your letter arrived telling me exactly what & where to go.  You are just one of my many blessings which came my way.  Thank you - all of you - for what you have done for me.  I am finally mailing my income tax off & can breathe again - freely.  Thank you again & I promise to do better next near.

Love you..

Widow L.
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Hi Bill;

I just wanted to thank you for taking time to meet with Rachel on Friday.  She was thrilled with all the valuable information you gave her.  She is excited to implement your suggestions about her (Quickbooks) business, as well as some college tips for her son.

And she made the same comment that I did...you have a fun sense of humor!

Hope to run into you again soon,

Dorothy
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Dear Bill;

First, thank you for the presenting the Tam Alumni Scholarship to me - it really meant alot.  Next, thank you for (the local university contact information) and the (Willamette) Pom-Poms.  You have really done a lot for me and you have truly made me feel welome.  I am so excited about (entering) Willamette (as a freshman).

Thanks again...

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Hi Bill;

I just wanted to touch base with you to let you know how much I appreciated your computer expertise at the registration desk.  I'm not sure what we would have done without you and Gary.

As you already know volunteers are the life blood of any organization and boy did we need you..

Many many thanks...

Joan
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Thank you Bill.  I really haven't a clue what I would do if you weren't there.

Daniel
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 Hi everyone (referring to Bill, the Estate Planning Attorney, and the Executor).

Bill, thank you for your kind words. You have all been wonderful to work with.

Thank you so much for asking for our help with the sale of this house.

Best wishes,

Kathleen

Coldwell Banker Real Estate

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You two (referring to Bill and the Estate Planning Attorney) guys are brilliant. Have a good day.

Trustee G.

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 Dear Bill,

Thank you for being such an uplifting and positive CPA.  You make tax time so much easier!

You’re the best!!!

Aloha,

Betty Lou

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Dear Bill,

Thank you for being the example of what I need in my life.  I treasure the memories of the Bill I knew (while being his receptionist/administrative assistant). – Honest with his clients; always helping others.  (I’ll never forget the time close friends of mine came for help – they were in financial trouble.  You not only gave them valuable advice, but didn’t charge them for it!)  And to top it all off, a marvelous sense of humor!

Even in the darkest days (deadlines to meet, etc.), up pops Bill with his quick sense of humor that explains to us his marvelous sense of courage and an example to me of how to accept our challenges.

We all need mentors in our lives to set wonderful examples.  You are one of these for me.  Thank you!

Misty,

Bill’s retired secretary/administrative assistant

Bill, thank you so much for your advice on my IRS problem.  I really appreciate your taking the time to discuss my options.

Judy
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Dear Bill,

Thanks once again.  I feel so secure with your doing my taxes.  I’ll never try anyone else again no matter who is telling me different.  Thanks for putting me at ease.

Lellah

Dear Bill,

Thanks for your support and friendship all these years.  I really appreciate it and knowing I can always call on you whenever I need the help.

Carl

Dear Bill,

Your express package was waiting on our porch when we arrived home from work and appointments this evening ….Wow! what an amazing thing you did for us….thank you for your terrific service and thoughtfulness.

Thank you, thank you for taking such good care of us through the years---You are immensely appreciated not only as our CPA, but as a friend!

Fondly,

Dick and Peggy

I would like you all to know how much of a difference Bill has made to this school.  And his best attributes are his being positive, giving out compliments, and allowing us all to speak, even when he knows the answer.

Bill, you are a great leader.

Karen

Tam Alumni Assoc. Secretary 
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Thanks so much for all you did to make me feel welcome and have a successful trip to the East Bay area.  I appreciate your friendship and look forward to the next visit I can make and our continued friendship.  Thanks also for helping me to make so many wonderful contacts.

Tony, Director of Admissions of a small, private Virginia University after his first visit to meet Bill.

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