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Adele Brady Bolson CPA PS
Adele Brady Bolson launched the firm in 1970 in Yakima, Washington, a city of roughly 95,000 people located in the center of the state's agricultural hub.
Adele Brady Bolson CPA PS
Adele Brady Bolson launched the firm in 1970 in Yakima, Washington, a city of roughly 95,000 people located in the center of the state's agricultural hub. The firm operates as a single-office CPA practice focused on family-owned businesses, agricultural enterprises, and estate planning for high-net-worth individuals in the Yakima Valley. Its clients include orchards, wineries, and food processing companies that dominate the local economy. The firm offers tax preparation, audit assurance, bookkeeping, and business advisory services. Its practice centers on the unique financial needs of family-run agricultural operations, including estate tax planning for farm succession, entity structuring for multi-generational transfers, and compliance with Washington state's tax rules. The firm does not disclose AUM or specific client investments, but its focus on agricultural clients implies a sector-specific concentration in land-based assets and related estate planning. The firm is led by Adele Brady Bolson, whose name appears in the practice title. The team includes approximately 8 professionals, per public records. No additional offices are known; the firm appears to operate solely from its Yakima location. The firm maintains no publicly disclosed philanthropic foundation or investment vehicle separate from its core CPA practice. No recent operational events have been publicly reported. The firm's structural differentiator lies in its hyper-local focus on agricultural family offices in a region where wealth is often tied to irrigated land and vineyard assets. That specialization — estate planning for farm families, succession for orchards, and tax strategies for commodity-dependent operations — makes it distinct from metropolitan CPA firms serving urban professionals or technology executives.
General information
Firm type
other
Year founded
1970
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Yakima
Corporate office
Yakima, WA, United States
Principals
Adele Brady Bolson
Owner and CPA
Sector focus
Frequently asked questions
Who runs investment decisions at Adele Brady Bolson CPA PS?
Adele Brady Bolson is the named owner and CPA who leads the practice. The firm does not publicly disclose an investment committee or separate CIO role. As a small local CPA firm, investment decisions for client estates would likely be handled by the principals as part of broader tax and estate planning.
How does the firm source proprietary deal flow, if any?
The firm does not publicly describe itself as an investment firm or deal sourcer. Its primary function is tax and accounting services for agricultural family businesses. Any deal flow would likely arise from its client base of multi-generational farming families, who may require advisory services for land sales or succession.
Is Adele Brady Bolson CPA PS structured as a single family office or a CPA firm?
The firm is structured as a CPA practice, not a family office. It provides professional accounting, tax, and estate planning services. It may serve families whose aggregated wealth could warrant family-office-like coordination, but it does not position itself as an investment management entity.
Does the firm participate in fund commitments or only direct investments?
The firm is not known to participate in fund commitments. Its publicly described activities are limited to accounting, tax compliance, and estate planning advisory. Direct client investments, if any, would be made by the clients themselves based on the firm's advice.
What investment stages does the firm typically target?
The firm does not target investment stages. It is a CPA firm; client investments would likely be in real estate, farm assets, or private business interests held by multi-generational family enterprises. The firm's expertise lies in the tax and estate implications of such holdings.
Which sectors does the firm explicitly avoid?
The firm does not publicly disclose any sector avoidance. Based on its regional focus, it likely serves clients in agriculture, food processing, and related industries. It may not serve highly liquid, speculative, or technology-focused clients given its Yakima Valley base.
Where does the underlying wealth of clients come from?
The firm's clients are primarily family-owned agricultural operations, including orchards, wineries, and food processors in the Yakima Valley. Wealth is generated from land, farming operations, and intergenerational succession. The firm does not disclose specific client wealth sources beyond this industry pattern.
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