Business Details
Your Trusted Partner for Tax and Accounting Solutions
For over a decade, Serenity Tax & Accounting has provided expert tax and bookkeeping solutions to individuals and businesses. Our team of certified CPAs, accountants, and bookkeepers combines technical expertise with personalized service, prioritizing clarity and peace of mind for clients. We serve clients locally in Lake Oswego, Oregon, and nationwide, offering tailored financial guidance rooted in empathy and professionalism. Our approach integrates decades of collective experience with a commitment to simplifying complex financial processes. We specialize in tax preparation, bookkeeping, and CFO consulting services, emphasizing accuracy, transparency, and client education. Our team includes seasoned professionals with backgrounds in accounting, tax strategy, and business management, many of whom are also entrepreneurs balancing family and business demands.We differentiate ourselves through a client-centric philosophy that values kindness alongside technical excellence, ensuring clients feel supported throughout their financial journey. Our services cater to individuals, small businesses, and growing enterprises, addressing both immediate needs and long-term strategic goals. We maintain rigorous quality standards, including 100% accuracy guarantees and ongoing client communication, to build trust and reliability. Our reputation is built on testimonials highlighting stress reduction, tax savings, and improved financial confidence for clients navigating personal or business financial challenges.
Services
Tax Assessment
Bookkeeping Services
CFO Consulting
Forecasting & Budgeting
Tax Filing
Highlights and features
- Over a decade of experience serving individuals and businesses
- Certified CPAs, EAs, and QuickBooks specialists on staff
- Personalized tax and accounting guidance with empathy
- 100% accuracy guarantee on all financial deliverables
- Proven track record reducing client tax liabilities
Associations and certifications
- CPA (Certified Public Accountant)
- EA (Enrolled Agent)
- QuickBooks Online ProAdvisor
What people say
Kind and knowledgeable
Exceptional from the moment
Made a huge difference
Stress-free as can be
Saved me thousands
Services
Tax Assessment
Our tax assessment service provides comprehensive analysis of your current financial situation and historical tax filings. We review the past two years of returns to identify potential savings opportunities and correct any discrepancies. This service helps clients understand their tax position while ensuring compliance with current regulations.
Bookkeeping Services
We offer complete bookkeeping solutions including daily transaction recording, financial statement preparation, and QuickBooks management. Our team maintains accurate, organized records that provide real-time business insights while freeing clients to focus on core operations. Services include month-end closing and payroll coordination.
CFO Consulting
Our outsourced CFO services deliver strategic financial guidance for business growth. We provide cash flow analysis, forecasting, and budgeting expertise to help businesses make informed decisions. This service includes KPI tracking and scalability planning for companies at various growth stages.
Forecasting & Budgeting
We develop customized financial forecasts and budgets tailored to business objectives. Our approach combines historical data analysis with market trends to create actionable plans. This service helps businesses anticipate needs, allocate resources efficiently, and maintain financial stability throughout the year.
Tax Filing
Our tax filing service covers individual and business returns with meticulous attention to detail. We handle complex filings including fiduciary returns and business entity taxes. The process includes documentation review, liability calculation, and timely submission while maximizing available deductions and credits.
People
Sundhara
President / Tax Manager
With over 30 years of tax experience, Sundhara leads the tax team and co-founded Serenity. She specializes in guiding clients through complex tax situations while maintaining a compassionate approach to financial services.
Gitella
CEO / Accounting Manager
Gitella brings 25+ years of accounting experience to her role as CEO. Known as 'the friendly accounting therapist,' she leads with innovation and empathy, focusing on client and team well-being.
Nikki
Bookkeeper
Nikki has over 10 years of bookkeeping experience. She helps small business owners maintain accurate financial records while providing clear insights to support business decision-making.
Taliah
Tax Preparer
Taliah is an Enrolled Agent with 7 years of tax preparation experience. She specializes in helping clients understand their tax obligations and provides year-round guidance for business owners.
Rebekah
Bookkeeper
Rebekah is a Certified QuickBooks Online ProAdvisor with specialized attention to detail. She helps clients maintain organized financial records and provides support for business operations.
Questions
Can you help me save money on taxes?
We almost always can, depending on findings during our initial assessment. Our experts identify legitimate deductions and credits to maximize savings.
How long does tax filing take?
Timelines vary by client complexity. We prioritize accuracy over speed, ensuring thorough consideration of all tax implications for your situation.
Why choose you over seasonal tax services?
Our team offers decades of continuous expertise and personalized guidance, unlike temporary seasonal services. We provide ongoing support for long-term financial health.
Do you handle both business and personal taxes?
Yes, most clients use our services for both. We provide integrated solutions that address personal and business financial needs simultaneously.
Can you help with messy books?
Yes, we specialize in cleaning up disorganized books. Our judgment-free approach helps businesses restore financial order regardless of current condition.
