Serenity Financial offer a full range of accounting services, including while giving you the individual attention that you need.
We have experience working through IRS audit strategies and financial issues. We guarantee that your business is in good hands at all times.
Serenity Financial provides support in all areas of business consulting. Let our team guide you with a financial strategy that leads to business growth and success.
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New clients can take advantage of a free consultation for their accounting and taxation needs.
Clients are able to schedule appointments via our website or contact us directly for availability.
During the initial consultation, clients are able to inform us of what their current state of affairs are in their business, their short-term and long term goals, as well as their expectations of our service.
Clients are given an in-depth analysis of their business financial functions. Our experts construct a service proposal tailored to their needs to ensure qualitive performance. All details are emailed to the client in a Letter of Engagement for their review and signature.
Once collected, we immediately begin the onboarding process. Clients are set up on our account management system that offers a client portal to securely upload, view and sign documents, as well as review important information from their accountant.
Once the client has sent us all necessary financial information (i.e. bank statements, previous year returns, etc.), their accountant determines the best course of action to maintain or improve the client's financial processes, based on their needs and expectations. The accountant meets with all essential personnel to draft and implement an action plan.
Bachelor of Science in Business Management, Strayer University
Master's in Accounting, Florida Institute of Technology
7 years of taxation experience
10 years of accounting experience
Yes, most of our services have a starting rate or an hourly rate. Each client has unique needs and many factors determine the final cost of the service rendered. Once determined, the final cost of a service or services are sent to the client.
Hourly rated services:
Tax Planning/Resolution $125/hour
Account Clean-Up $75/hour
Research Hours $125/hour
Standard Tax Services:
1040 Tax Preparation & Filing, starts at $350.00
S-Corp Tax Preparation & Tax Filing, starts at $650.00
C-Corp Tax Preparation & Filing, starts at at $750.00
Special pricing for college students available*
Bookkeeping service cost is determined after a consultation with our accountant
I work with business owners with small to mid-size companies
Realtors and real estate investors
Individuals interested in budgeting and financial planning
Individuals with a letter from the IRS
In January, my firm celebrated 6 years in business!
When I opened my firm in 2014, I vowed to empower individuals and small business owners in all aspects of finance. Accounting is the heartbeat that pumps the fuel that drives business and, as we learn with age, heart-health is essential to longevity.