Business Details
Your Trusted Partner for Accounting, Tax, and Wealth Management Solutions
Founded over three decades ago, Seiler & Associates has established itself as a trusted partner in financial services, serving clients nationwide from its Pasadena, California office. Our team of certified professionals brings extensive expertise in tax preparation, accounting, wealth management, and business consulting, with a proven track record of delivering personalized solutions for individuals and small businesses. As a Registered Investment Advisor firm, we uphold the highest fiduciary standards, prioritizing client interests through transparent, fee-only advisory services.Our passive investment strategy focuses on long-term growth by minimizing costs and optimizing diversification, while our tax consulting services ensure maximum savings through tailored strategies. With specialized experience across industries including manufacturing, real estate, technology, and nonprofits, we combine technical excellence with a commitment to community service, maintaining memberships in prestigious organizations like the American Institute of CPAs and the California Society of CPAs.
Services
Tax Preparation
Wealth Management
Accounting & Bookkeeping
Retirement Planning
Investment Advisory
Highlights and features
- We uphold the fiduciary standard, prioritizing client interests above all.
- Our passive investment strategy minimizes costs while maximizing long-term returns.
- Decades of experience serving diverse industries including technology and real estate.
- Personalized tax planning ensures maximum savings through tailored solutions.
- Team of CPAs and Investment Advisor Representatives with specialized certifications.
Associations and certifications
- California Society of Certified Public Accountants
- American Institute of Certified Public Accountants (AICPA)
- Registered Investment Advisor (RIA)
What people say
Expert tax guidance
Personalized investment approach
Deep industry knowledge
Reliable financial planning
Ethical fiduciary practices
Services
Tax Preparation
We prepare federal and state tax returns for individuals, businesses, corporations, and trusts. Our services include gift tax, employment tax, and international reporting compliance. We specialize in resolving IRS and state audit disputes while ensuring accurate FBAR filings for foreign accounts.
Wealth Management
As fiduciary advisors, we create customized investment strategies focused on passive market returns. Our fee-only approach emphasizes cost reduction, tax-efficient diversification, and long-term portfolio growth aligned with client risk tolerance and financial goals.
Accounting & Bookkeeping
We provide full-cycle accounting services for small to mid-sized businesses, including financial statement preparation, cash flow analysis, and accounting system implementation. Our team handles monthly bookkeeping, budget forecasting, and regulatory compliance reporting.
Retirement Planning
Our retirement planning service develops personalized roadmaps for financial independence. We analyze current assets, project future needs, and implement tax-advantaged strategies while making ongoing adjustments to ensure clients stay on track to meet their retirement goals.
Investment Advisory
We offer evidence-based investment management using low-cost index funds and ETFs. Our passive strategy avoids market timing while focusing on asset allocation tailored to individual risk profiles, with regular rebalancing to maintain optimal diversification.
People
Mark S. Seiler
Managing Member & Chief Executive Officer
Founder with 30+ years in financial services. CPA and Personal Financial Specialist (PFS) since 1999. Registered Investment Advisor and NAPFA member. Graduated from Seton Hall University with B.S. in Accounting. Active in Pasadena nonprofit organizations.
Douglas W. Eichenhofer
Director
35+ years in public accounting with expertise in estates and trusts. CPA and Personal Financial Specialist (PFS). Investment Advisor Representative and member of AICPA's Private Practice Division. Supports Long Beach healthcare nonprofits.
Ryan Q. Lin
Executive Associate
20+ years in corporate accounting and finance. CPA with experience at KPMG and Capital Group. Specializes in strategic management and budgeting. Pursuing Investment Advisor Representative license. Active in San Gabriel Valley sports organizations.
Andrew M. Kwan
Associate
25+ years in taxation and accounting. Masters in Taxation from Golden Gate University. Manages portfolio management and information systems. Supports San Gabriel religious organizations.
Yari J. Mejia
Associate
Bilingual (English/Spanish) financial planner with 10+ years in wealth management. Investment Advisor Representative and QuickBooks Advisor. Former JP Morgan Chase professional. Notary Public with focus on client relationship management.
Questions
What is passive investing, and why is it better?
Passive investing tracks market indices rather than trying to beat them. It reduces costs and improves long-term returns through diversified, tax-efficient portfolios aligned with client risk tolerance.
What is a fee-only investment advisor?
Fee-only advisors charge transparent fees without commissions or product sales incentives. This eliminates conflicts of interest, ensuring recommendations prioritize client needs over profit motives.
What is the fiduciary standard?
The fiduciary standard legally requires advisors to act in clients' best interests at all times. We maintain this highest ethical standard, avoiding conflicts through our fee-only compensation model.
How do you protect investments during market crashes?
Our passive strategy focuses on long-term market returns rather than timing. Diversified portfolios with appropriate risk allocation help weather downturns while maintaining discipline during volatile periods.
How does your CPA background benefit clients?
CPA expertise provides unique tax insights, enabling comprehensive financial planning. We integrate tax-efficient strategies with investment decisions, offering holistic solutions few advisors can match.
What other services do you provide?
We offer accounting/bookkeeping, business consulting, estate planning, retirement strategies, and financial education. Our services combine tax optimization with wealth management for individuals and small businesses.
