Serenity Financial Services

Serenity Financial Services

5.0
3 employees
7 years in business

About this pro

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.

Read more about this pro


Credentials

Tampa, FL 33617
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FAQs


What is your typical process for working with a new customer?

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. 


What education and/or training do you have that relates to your work?

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


Do you have a standard pricing system for your services? If so, please share the details here.

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

Consultation $75/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


What types of customers have you worked with?

I work with business owners with small to mid-size companies

Self-employed individuals 

Realtors and real estate investors

Individuals interested in budgeting and financial planning

Individuals with a letter from the IRS

Bookkeepers

Tax professionals 


Describe a recent event you are fond of.

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.


Services offered

Bookkeepers Business Tax Preparation Payroll Services Individual Tax Preparation Tax Accountants Tax Preparation Services Accountants CPA Firms