Business Details
Trusted Tax & Accounting Solutions in Lake Oswego, OR
Serenity Tax & Accounting has provided certified and personalized tax, bookkeeping, and accounting solutions for over a decade, combining technical expertise with empathetic client care. Our team of CPAs, accountants, and bookkeepers in Lake Oswego, Oregon, serves individuals and businesses nationwide, prioritizing clarity, accuracy, and tailored guidance. With decades of combined experience, we specialize in simplifying complex financial processes while addressing the unique challenges faced by business owners and families.Our commitment to continuous learning ensures clients receive up-to-date strategies for tax optimization and financial growth. We differentiate ourselves through a client-centric approach that blends technical proficiency with genuine care, fostering long-term relationships built on trust and reliability.
Services
Tax Assessment
Bookkeeping
CFO Consulting
Payroll Services
QuickBooks Training
Highlights and features
- We have over a decade of experience in tax and accounting services.
- Our team includes certified CPAs and QuickBooks Pro Advisors.
- We offer personalized, jargon-free guidance tailored to your financial needs.
- We provide nationwide services for individuals and businesses of all sizes.
- We combine technical expertise with empathetic support for long-term client success.
Associations and certifications
- CPA
- QuickBooks Pro Advisor
What people say
Saved me thousands
Stress-free as can be
Responsive communication
Expertise in complex scenarios
Personalized guidance
Services
Tax Assessment
We provide comprehensive tax assessment and filing services for individuals, reviewing past returns and addressing unfiled taxes. Our CPAs deliver personalized guidance to ensure compliance and maximize refunds. With expertise in complex tax scenarios, we offer strategic planning to minimize liabilities while maintaining 100% accuracy.
Bookkeeping
Our bookkeeping services include organizing financial records, managing QuickBooks systems, and providing day-to-day accounting support. Certified professionals ensure accurate, transparent records for small to medium businesses. We implement best practices to streamline processes and support growth through precise financial tracking.
CFO Consulting
We offer outsourced CFO services focusing on strategic growth, budgeting, and cash flow forecasting. Our consultants guide businesses through scaling challenges and financial planning. Tailored advice helps clients make data-driven decisions while maintaining compliance and operational efficiency across all stages of business development.
Payroll Services
We collaborate with trusted payroll providers like Gusto to deliver seamless payroll solutions for businesses. Our team integrates payroll data with accounting systems to ensure accurate financial reporting. This service simplifies wage management while maintaining tax compliance and reducing administrative burdens.
QuickBooks Training
We provide QuickBooks Desktop and Online training to help businesses manage their accounting systems effectively. Our certified instructors offer practical skills for day-to-day operations. This service empowers clients to maintain accurate records while leveraging software capabilities for financial oversight and reporting.
People
Sundhara
President / Tax Manager
With 30+ years of tax experience, Sundhara leads our tax team, combining technical expertise with compassionate guidance for individuals and businesses.
Gitella
CEO / Accounting Manager
Gitella brings 25+ years of accounting experience, leading our team with innovation, empathy, and a commitment to client-centered financial solutions.
Nikki
Bookkeeper
Nikki offers over a decade of bookkeeping expertise, providing accurate financial records to help small business owners focus on operations.
Taliah
Tax Preparer
Taliah, an Enrolled Agent with 7 years in CPA firms, specializes in tax preparation and year-round client guidance since joining in 2022.
Rebekah
Bookkeeper
Rebekah, a QuickBooks ProAdvisor since 2019, brings meticulous attention to detail in maintaining organized financial records for clients.
Questions
Can you help me save money on taxes?
We analyze your financial situation to identify legal deductions and credits that can reduce your tax liability.
Do you offer year-round tax support?
Yes, we provide ongoing guidance to help clients make informed financial decisions beyond tax season.
Can you handle both business and personal taxes?
We offer comprehensive services for both business and personal tax needs with coordinated strategies.
What accounting software do you support?
We specialize in QuickBooks Desktop and Online, with certified ProAdvisors on staff for implementation and training.
How do you handle business growth planning?
Our CFO consulting services include budgeting, forecasting, and cash flow management for sustainable business expansion.
What if my books are disorganized?
We specialize in cleaning up messy books and implementing systems for accurate, ongoing financial management.
