Local CPA Firm in Pasadena
Four licensed CPAs who prepare your returns, keep your books and plan the year ahead with you — for families, retirees and owner-run businesses, twelve months a year.
Small Enough To Know You
We opened in 2004 with two CPAs and a filing cabinet, and we've kept the firm small on purpose. Every client has one CPA who knows their return, their business and their plans — and who picks up the phone in July as readily as in April. All four of us are licensed by the California Board of Accountancy and take continuing education every year.
- OneCPA per client
- Fixedfees, in writing
- Openall year
What We Do
Federal and California returns, books and planning — handled by the same small team all year.
Clients We Know Well
Families
Two incomes, kids, a home, college savings and the credits that come with them.
Owner-Run Businesses
Restaurants, shops, studios and trades with one to forty employees.
Retirees
Pensions, Social Security, IRAs and the order you draw them down.
Landlords
A rental or a small portfolio — depreciation, repairs and sales.
What A CPA Adds
Licensed And Accountable
CPAs are licensed by the state, take continuing education every year and answer to a board.
We Can Represent You
CPAs may represent clients before the IRS and the Franchise Tax Board in audits, appeals and collections.
Books And Taxes Together
When we keep the books, the return starts from numbers we already trust.
Planning, Not Just Filing
We look ahead with you in June and November, when there's still time to change the outcome.
Starting With Us
Consultation
A free 30-minute meeting to understand your situation.
Engagement Letter
Scope and a fixed fee, in writing, before any work begins.
Secure Documents
Upload through our client portal or drop them at the office.
Review Meeting
We go through your return and next year's plan together.
Your CPA Answers In July, Too
Tax questions don't keep to a season. A letter arrives in August, a business needs payroll set up in October, a parent passes away in December. Our clients call the same CPA all year, and most of our planning happens well before April.
- ✓Mid-year and year-end planning meetings
- ✓Notices answered within two business days
- ✓Estimated payments worked out each quarter
How We Handle Your Work
Two Sets Of Eyes
Every return is prepared by one CPA and reviewed by another before you see it.
No Surprise Invoices
If the scope changes, we tell you and agree the new fee before doing the work.
Your Records, Protected
Encrypted client portal, two-step sign-in, and no Social Security numbers by email.
Start With A Free Consultation
Thirty minutes, in the office or by video. Tell us what changed this year and we will tell you how we would help and what it would cost.
Common Questions
How much does a CPA cost?
Most individual federal and California returns start at $450, and small business returns at $1,200. Your fixed fee is set in an engagement letter before we begin.
Is the first meeting free?
Yes. The first 30-minute consultation is free, in the office or by video.
Do you only work during tax season?
No. We're open year-round and most of our planning work happens between June and December.
Can you take over from my current accountant?
Yes. With your permission we'll request prior returns and books, and we'll review them before your first return with us.
How do I send you my documents?
Through our encrypted client portal, or in person at the office. Please don't email Social Security numbers or account statements.
Can you deal with the IRS for me?
Yes. As CPAs we can represent you before the IRS and the California Franchise Tax Board, with your signed authorization, in notices, audits, appeals and payment plans.
I got a notice. What should I do?
Don't ignore it and don't pay until someone has checked it. Send us a copy. Many notices are fixable with a letter and the right documents.
Schedule A Consultation
Tell us a little about your situation and a CPA will call you within one business day — or call (626) 555‑0158.