William (Bill) Lee Sefton is a Certified Public Accountant (CPA) with 50 years of experience in individual income tax matters and estate planning (Living Trusts, et.al.) and trust administration, helping trustees and executors administer their trust and/or estate.  Because both his father and stepfather were well known attorneys, Bill is not an attorney and renders no legal advice nor is he an investment adviser.  Why?  He doesn't want to be glued to the stock market like an investment adviser should be.  In addition to being a CPA, with both public and private accounting experience spanning over half a century, Bill earned a Bachelor of Arts Degree (Willamette University) and a Masters in Accounting Degree (University of Southern California).  Information contained on this and related websites and other media is written for a general audience and should not be used to do anything without the consultation with an educated, licensed, and experienced professional who can customize the information to your personal situation.  We believe in well informed clients; and we reserve the right to disengage and refuse further access or service to anyone, like perhaps someone who seems to want to stretch the rules.  We choose to drive down the ‘middle of the road’ and ‘not cross the line.’ 

                                                                                                   Copyright 2019 - William Lee Sefton, CPA - (925) 735-6529 PT