Insights

Client Diversity Hersman Serles Almond serves a range of clients including high net worth individuals, closely held companies, and estate planning clients, indicating opportunities for tailored financial services and wealth management solutions.

Regional Presence Located near major tech campuses and overlooking Lake Washington, the firm has strategic positioning that attracts technology companies and executives seeking local, personalized accounting and consulting services.

Growth & Expansion Recent merger with Coldstream Capital Management suggests a strategic focus on expanding wealth management services, presenting cross-selling opportunities for financial planning and investment advisory solutions.

Technological Engagement Utilizing modern digital tools like WordPress, Google Analytics, and SEO strategies points to an openness to adopting new technologies, which can be leveraged to offer innovative software or automation solutions.

Market Positioning With revenue in the $10M-$25M range and a dedicated team of professionals, Hersman Serles Almond is well-positioned for targeted outreach to mid-sized businesses and affluent individuals requiring comprehensive tax and financial planning services.

Similar companies to Hersman Serles Almond, LLC

Hersman Serles Almond, LLC Tech Stack

Hersman Serles Almond, LLC uses 8 technology products and services including WordPress, Font Awesome, jQuery, and more. Explore Hersman Serles Almond, LLC's tech stack below.

  • WordPress
    Content Management System
  • Font Awesome
    Font Scripts
  • jQuery
    Javascript Libraries
  • Google Maps
    Maps
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics
  • Apache
    Web Servers

Hersman Serles Almond, LLC's Email Address Formats

Hersman Serles Almond, LLC uses at least 1 format(s):
Hersman Serles Almond, LLC Email FormatsExamplePercentage
FLast@cpahsa.comJDoe@cpahsa.com
48%
First.Last@cpahsa.comJohn.Doe@cpahsa.com
2%
FLast@cpahsa.comJDoe@cpahsa.com
48%
First.Last@cpahsa.comJohn.Doe@cpahsa.com
2%

Frequently Asked Questions

Where is Hersman Serles Almond, LLC's headquarters located?

Minus sign iconPlus sign icon
Hersman Serles Almond, LLC's main headquarters is located at 520 Kirkland Way, P/o Box 789. The company has employees across 2 continents, including North AmericaEurope.

What is Hersman Serles Almond, LLC's phone number?

Minus sign iconPlus sign icon
You can contact Hersman Serles Almond, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Hersman Serles Almond, LLC's official website and social media links?

Minus sign iconPlus sign icon
Hersman Serles Almond, LLC's official website is cpahsa.com and has social profiles on LinkedIn.

What is Hersman Serles Almond, LLC's SIC code NAICS code?

Minus sign iconPlus sign icon
Hersman Serles Almond, LLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Hersman Serles Almond, LLC have currently?

Minus sign iconPlus sign icon
As of December 2025, Hersman Serles Almond, LLC has approximately 18 employees across 2 continents, including North AmericaEurope. Key team members include Chief Executive Officer: S. P.Tax And Financial Statement Manager: N. P.Office Manager: J. T.. Explore Hersman Serles Almond, LLC's employee directory with LeadIQ.

What industry does Hersman Serles Almond, LLC belong to?

Minus sign iconPlus sign icon
Hersman Serles Almond, LLC operates in the Accounting industry.

What technology does Hersman Serles Almond, LLC use?

Minus sign iconPlus sign icon
Hersman Serles Almond, LLC's tech stack includes WordPressFont AwesomejQueryGoogle MapsYoast SEOGoogle Tag ManagerGoogle AnalyticsApache.

What is Hersman Serles Almond, LLC's email format?

Minus sign iconPlus sign icon
Hersman Serles Almond, LLC's email format typically follows the pattern of FLast@cpahsa.com. Find more Hersman Serles Almond, LLC email formats with LeadIQ.

When was Hersman Serles Almond, LLC founded?

Minus sign iconPlus sign icon
Hersman Serles Almond, LLC was founded in 1981.

Hersman Serles Almond, LLC

AccountingWashington, United States11-50 Employees

Hersman Serles Almond, LLC is a boutique, full service tax and accounting firm that is dedicated to our clients’ needs. Locally owned and operated with offices right in the heart of downtown Kirkland.

Clients have looked to us for our expertise and independent advice for their personal, business, and tax & accounting needs for over 30 years. HSA has over a dozen CPA’s available to our clients and 25 Professionals working to provide the most excellent service you deserve. We look forward to a strong and lastly professional relationship with our clients.

HSA is convenient for clients, financial advisers, and business owners to meet and plan for the future. We are just minutes from the Google & Microsoft campuses and a short drive across the lake from Seattle. Come visit our newly remodeled offices, overlooking Lake Washington, with fabulous Seattle city views. The long term vision is for Hersman Serles Almond to be an employee owned and operated firm for many years to come.

The firm was founded by Cliff Hersman, Victoria Serles and Cordell Almond in July of 2009.  The origins of the firm date back to 1981 when Cliff and Vicki founded the firm Hersman Serles, P.S., and Cordell joined them shortly thereafter.

Visit our website: www.cpahsa.com  and contact us now to see how we can help you!

Specialties:
Tax Planning and Compliance, Estate and Trust Planning, Business Valuations, Closely Held Companies, High Net Worth Individuals

Section iconCompany Overview

Headquarters
520 Kirkland Way, P/o Box 789
Phone number
Website
cpahsa.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1981
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    Hersman Serles Almond, LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Hersman Serles Almond, LLC's revenue is estimated to be in the range of $10M$25M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.