Pasadena CPA and Wealth Management Firm

This is a pending sale listing for a well-established CPA and Wealth Management firm located in Pasadena, California. The business serves individuals and entities with tax preparation, accounting, bookkeeping, and wealth management services. The firm employs 4 individuals (3 full-time, 1 part-time) who are expected to remain post-acquisition. Client document submission methods include in-person appointments, drop-off, mail-in, and electronic remittance. The seller is retiring and willing to provide part-time support for a smooth transition. The office space is available to the buyer if desired, with a preference to maintain a location within 5 miles. The firm utilizes Lacerte, QuickBooks, Accounting CS, Practice CS, and Portfolio Center software. The seller is seeking an experienced CPA with expertise in tax, accounting, advisory, and wealth management, particularly with a belief in the Dimensional Fund philosophy.