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Trade. Invest. Build Generational Wealth. Let us handle the rest.

You trade.
Let us handle your accounting.

Let the tax pros create a trading tax plan that works for you.

Get monthly support from an accountant that understands trader taxes.

Start your trading business with the best
entity set up
to match your goals.

& save more on taxes as legally possible!

How To Get Started

Step 1

Book A Discovery Call 

This is your chance to discover if we are a great fit for you & your business goals. We will answer your questions about our services and learn more about how we can serve you.

Step 2

Get Started in our Client Portal

Once you choose your package & become our client, we will walk you through the process of getting started with us. Shortly after, you will begin uploading your docs into your client profile.

Step 3

Ongoing Services & Support

No matter which package you choose, you will have access to our accounting team and we will be meeting each month or quarter about your business!

Business Meeting

We'll be your full time accounting service.


Meet Abby Joseph.

Founder & Owner of Serenity Financial
Your Accountant Tax Strategist

We want our clients to confidently run their business on the front end while we handle the back end — fulfilling their accounting needs. And when you have those two together, it's impossible for you not to succeed.

I look forward to working with you!

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What My Clients Say

Abby was professional, friendly and prompt. She also took the time to educate us. If you're looking for a tax professional I highly recommend her.
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