BUSINESSES

From start-ups to established companies, Hersman Serles Almond, PLLC provides comprehensive accounting and tax consulting services to private and nonprofit enterprises.  Our professional advisors and tax experts support businesses across all industries as they navigate the often challenging and evolving stages of growth.  We at HSA work closely with our clients, identifying and facilitating key strategies to improve organizational effectiveness.

We are pleased to offer the following business services:

• Business Income Taxes
• Compilation and Review Services
• Compensation and Benefit
• Comprehensive Tax Planning
• State and Local Tax Planning and Compilance
• Accounting for Income Taxes
• Bookkeeping and Payroll Assistance
• International Taxation
• Business Succession Planning
• Business Valuations
• Strategic Planning

INDIVIDUALS

Hersman Serles Almond, PLLC provides comprehensive tax compliance and consulting for individuals.  Our team of highly experienced accountants implements a hands-on approach to navigate the evolving and complex tax system.  We are personally dedicated to helping you take full advantage of all available deductions to maximize savings.  Our individual tax services include family wealth planning, estate planning, and retirement planning. 

We at HSA are pleased to offer the following individual planning services:

• Federal Individual Income Taxes
• State Individual Income Taxes
• Investment Planning
• Family Wealth Planning
• Estates and Trusts
• Retirement Planning

ESTATE PLANNING

Hersman Serles Almond, PLLC specializes in estate planning for the accumulation, conservation, and enjoyment of wealth, as well as estate distribution.

Our professional advisors provide unparalleled assistance to identify your needs and crystallize your financial objectives.  We create targeted long-term planning solutions designed to help you achieve your individual and family goals.  At HSA we view the estate tax as a voluntary tax that with proper planning and strategy can be greatly reduced or eliminated.

Our specialized tax experts tailor solutions to protect your personal financial legacy and honor your charitable requests.  We are also privileged to serve third and fourth generation clients and believe it is a testament to the time-honored trust we have built.

We are pleased to offer the following areas of estate planning services:

• Trust, gift, and estate income taxes.
• Gifting strategies to family, charities and trusts.
• Estate and trust administration for heirs and beneficiaries.
• Legacy creation to preserve family philosophy and heritage.
• Coordination of estate plan with other professional advisors.