With Us, Trading Taxes are Made Easy
Our Packages
Serenity Financial Group takes the stress out of tax preparation so you can focus on profits.
With Serenity Financial Group, you'll stop overpaying on your taxes and start trading like a pro with our complete tax solutions for traders.
Choose from our tailored packages designed specifically for traders:
The Starter Package
Everything you need to legally set up your trading business.
This package is tailored to meet the unique needs of emerging businesses, it ensures a seamless foundation by handling critical aspects such as entity setup, compliance audits, and documentation preparation.
Entity Set Up with Entity Audit
Articles of Organization Preparation
Articles of Organization State Filing
Obtain EIN for Trading Business
Profit & Loss Spreadsheets
Recorded Annual Minutes
Mark to Market Election (if necessary)
INVESTMENT STARTS AT $1995. PAYMENT PLANS AVAILABLE UPON REQUEST.
The Full Experience
An all-encompassing solution that goes beyond the essentials. It seamlessly integrates premium tax planning resources, ensuring not just a solid start but a strategic and informed path forward for sustained success. Invest in the comprehensive support your business deserves.
The starter package, PLUS our premium tax planning resources:
Operating Agreement for Entity
Annual Meeting Minutes Form
Deductions PDF
Mid- Year Tax Reduction Plan
Business, Personal and State Tax Return
INVESTMENT STARTS AT $6995. PAYMENT PLANS AVAILABLE UPON REQUEST.
The Monthly Experience
Transform your business experience with our Monthly Concierge service, offering essential documents, strategic resources, and expert financial management. Elevate your financial affairs with personalized support, ensuring your business not only thrives but excels on a path to sustained success.
Operating Agreement for Entity
Annual Meeting Minutes Form
Deductions PDF
Tax Reduction Plan
PLUS Quarterly Check-ins
PLUS Monthly Bookkeeping
PLUS Business, Personal and State Tax Return
INVESTMENT STARTS AT $1000/MONTH. PAYMENT PLANS AVAILABLE UPON REQUEST.
