About Us
Your Integrated Partner for Tax, Wealth, & Business Strategy
Our Story
Hermosa Tax was founded in Hermosa Beach, California, as the dedicated financial alignment partner for Hermosa Wealth Management. Our mission is to ensure your compliance, bookkeeping, and business strategy are perfectly synchronized with your long-term wealth goals. We recognized that the traditional accounting model—long waits, hidden fees, and stacks of paperwork—was failing sophisticated W-2 professionals managing LLCs and S-Corps.
So we built something different. A secure, all-online service that delivers expert tax preparation, reliable bookkeeping, and CFO-level guidance—all with clear pricing and ongoing support.
Today, we leverage our remote EA (Enrolled Agent) and MBA-level Fractional CFO team to help clients across California and the U.S. achieve financial synchronization. We empower you to file with confidence, stay organized, and plan for scale—all without ever stepping into a traditional office.
Why Choose Us
Virtual Convenience
Handle everything online — from booking and secure document upload to filing and review. Our 100% remote process saves you time while keeping your information safe and accessible.
Complete Tax and Accounting Support
From personal tax returns to small business filings, ongoing bookkeeping, and Fractional CFO strategy, we provide a full range of services to keep your finances organized and growth-ready.
Transparent, Reliable Guidance
With flat-rate pricing, clear communication, and year-round availability, you’ll always know where you stand — no surprises, just dependable support tailored to your needs.
Meet The Team
Kenneth Gillespie, MBA
Founder, Hermosa Tax and Hermosa Wealth Management
Jeremy Lawson, MBA
Fractional CFO and Business Analyst
