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Who We Are
At Serenity Tax and Accounting, we are a team of certified and experienced CPAs, accountants, and bookkeepers in West Linn, Oregon. But we are more than just numbers experts. We are also business owners, professionals, and parents who understand the challenges of balancing work and family. Our mission is to provide trusted tax and accounting guidance with a generous dose of kindness. As your partner, we promise to meet you where you're at and help you achieve your goals.
Our Promise
At Serenity Tax and Accounting, we promise to provide you with Brains & Heart. We offer Generous, personalized, and accurate advice from a dedicated team of experts who care about your family, business, and numbers. We provide Clarity & Guidance by offering easy-to-understand and timely information about where you are with taxes and books today and a clear plan to get you where you want to be. And, we give you Peace of Mind with 100% accuracy, clarity, and confidence in your numbers, so you can enjoy your income and business.
Our Services
We offer a range of services to individuals and businesses, including:
- Tax Assessment and Filing: We review past two years of returns and address tax issues or unfiled returns on an as-needed basis.
- Ongoing Personal Tax Guidance: We offer guidance for qualifying clients with complex tax needs.
- Business Services: For new businesses, we advise and implement best practices to support financial security and growth. For ongoing businesses, we clean and organize books and reset business habits for confident growth. For fast-growing businesses, we offer consulting services to fuel upward trajectory.
- Outsourced CFO Services: We provide expertise to guide profitable growth and management of key performance indicators.
- Forecasting & Budgeting: We help businesses take advantage of opportunities and foresee risks.
- Day-to-Day Bookkeeping and Tax Management: We offer done-for-you accounting solutions customized for your business.
How Can We Get Started?
In three easy steps:
1. Call us at (503) 657.6055 to schedule a free, 30-minute no-obligation consultation.
2. Meet with your dedicated consultant to discuss your goals and concerns.
3. Choose a customized service that meets your needs.
Get Started Today!
Overview of Serenity Tax and Accounting
Mixed Reviews
Serenity Tax and Accounting has received a mix of positive and negative reviews from its clients. While some clients have praised the company's friendly and knowledgeable staff, others have expressed disappointment with the quality of service and communication.
Positive Experiences
Many clients have reported positive experiences with Serenity Tax and Accounting, citing the company's helpful and friendly staff, prompt communication, and professional service. Some clients have also appreciated the company's expertise in handling complex tax situations and providing valuable advice.
Negative Experiences
On the other hand, some clients have reported negative experiences with the company, including poor communication, missed deadlines, and inadequate service. Some clients have also expressed frustration with the company's inability to handle more complex tax situations.
Communication Issues
One of the main areas of concern for clients has been communication. Some clients have reported difficulty in getting in touch with the company, delayed responses to emails and phone calls, and a lack of transparency in the tax preparation process.
Tax Preparation Quality
Some clients have also raised concerns about the quality of tax preparation services provided by Serenity Tax and Accounting. One client reported that the company failed to obtain a necessary piece of information, resulting in a substantial amount being owed to the state and city. Another client reported receiving a massive refund due to bad advice on quarterly tax estimates and payroll.
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