Personal and business tax & bookkeeping solutions for your peace of mind.
Tax preparation service in Lake Oswego, OR (show on map)
4.3
★★★★☆
20 reviews
Certified CPAs, accountants, and bookkeepers in West Linn, Oregon, providing personalized tax, bookkeeping, and consulting services for individuals and businesses.
Serenity Tax & Accounting is a team of certified and experienced CPAs, accountants, and bookkeepers based in West Linn, Oregon. They serve individuals, small businesses, medium and enterprise organizations locally and nationwide, always adding generous doses of kindness to trusted tax and accounting guidance.
As a partner committed to giving clients clarity and confidence in their numbers, they promise to meet clients where they are and get to their goals together. Their services include tax assessment and filing, ongoing personal and business tax guidance, bookkeeping, outsourced CFO services, forecasting and budgeting, and consulting solutions. The firm is led by Sundhara (President/Tax Manager) and Gitella (CEO/Accounting Manager), and has been helping business owners and individuals for over a decade.
Generous, personalized and accurate advice from a dedicated team of experts who care
Easy-to-understand and timely information about your taxes and books
100% accuracy, clarity and confidence in your numbers
Decades of expertise across life events and stages
Year-round support, not just during tax season
Kindness added to expert tax and accounting guidance
Over a decade of helping business owners and individuals
Services
Tax Preparation & Filing
Personal and business tax preparation, filing, and review of past two years of returns.
Guidance and support for PPP loan applications and related business financing needs.
PPP loan guidanceBusiness financing supportStrategic direction
Credentials & Certifications
Oregon Tax Preparer License
Certified QuickBooks Online ProAdvisor
Enrolled Agent (EA)
Reviews
Rating
4.3
★★★★☆
Reviews
20
"On-site services"
Frequently Asked Questions
Can you help me save money on taxes? +
We can almost always. It depends on what we find during our initial consult and assessment.
How long is it going to take to file my taxes? +
While we would like to give you a timeline, we have found that this varies widely by client. We take our time and make sure your returns are given thorough consideration. We believe that returns done correctly are more important than returns done quickly.
Can I call you outside of tax season? +
Yes! We welcome questions at all times. We want clients to check in with us so that we can help them make informed decisions.
My friend works for H&R Block, why should I work with you? +
A typical advisor at seasonal pop-up services has limited expertise and time to guide you. Our team has decades of expertise in guiding clients across life events and stages. It also helps that you can lean on your Serenity team year after year!
Can you do both business and personal taxes? +
Yes! A majority of our clients use us for day-to-day management and strategic guidance for both business and personal taxes.
What services do you offer for businesses? +
We offer business bookkeeping, tax services, outsourced CFO services, forecasting and budgeting, and consulting solutions for new, ongoing, and fast-growing businesses.
Where are you located? +
We are based in West Linn, Oregon, and serve clients locally and nationwide.
Do you offer ongoing tax guidance? +
Yes, ongoing personal tax guidance is available for qualifying clients with complex tax needs, and we welcome questions at all times.
4.3
