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With Us, Taxation and Accounting are Made Easy.

Serenity Financial Group takes the stress out of finances so you can focus on profits.

With Serenity Financial Group, you'll stop overpaying on your taxes and start doing business like a pro with our complete tax solutions.

Choose from our tailored packages designed specifically for business owners:

Accounting Services

At Serenity Financial Services, we know that every business has unique needs when it comes to financial management. That’s why we offer a range of accounting packages designed to provide the right level of support for your business, no matter where you are in your growth journey. Whether you’re just getting started, need a comprehensive financial approach, or are ready to elevate your strategy with executive-level insight, we have a package tailored for you. Explore our accounting packages below to find the best fit for your business:

The Foundational

Perfect for businesses that need essential accounting services to stay on track, this service includes:

 

Accounting Software with setup

Monthly Reconciliations

Monthly Financial Statement

The Comprehensive

Ideal for businesses seeking a more hands-on approach, this service provides enhanced support, including:​

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Complete LLC/Corporation Set Up/Audit

Accounting Software with setup

Monthly Reconciliations

Monthly Custom Financial Statement

Quarterly Business Analysis Meeting

Yearly Taxes

The Executive

For businesses ready to take their financial strategy to the next level, this package offers everything in the Comprehensive, plus additional executive-level support:

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Complete LLC/Corporation Set Up/Audit

Accounting Software with setup

Monthly Reconciliations

Monthly Custom Financial Statement

Quarterly Business Analysis Meeting

Dedicated CFO

Mid-year Tax Planning

Yearly Taxes

Business Formation  Services

Starting a business is an exciting journey, but ensuring you have a strong legal and financial foundation is crucial for long-term success. At Serenity Financial Services, we offer two tailored business formation packages designed to set you up for success, no matter your stage of growth. From establishing your entity to comprehensive tax planning, our packages cover everything you need to launch your business with confidence and peace of mind. Explore our options below to find the perfect fit for your entrepreneurial needs:

The Started

Launch your business with confidence. Our Starter Package provides everything you need for a solid legal foundation:​

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Entity Setup with Compliance Audit

Articles of Organization Preparation and State Filing

EIN Acquisition

Profit & Loss Spreadsheets

Recorded Annual Minutes

Mark to Market Election (for traders, if applicable)

The Full Experience

Elevate your business launch with our comprehensive solution. The Full Experience package includes everything in the Starter Package, plus premium tax planning resources for sustained success:​

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Operating Agreement for Entity
Annual Meeting Minutes Form
Detailed Deductions Guide
Mid-Year Tax Reduction Plan
Complete Tax Return Preparation 

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Tax Preparation Services

Enhance your experience with our versatile add-on and a la carte services, tailoring your financial support to precisely meet your unique needs and preferences. Whether you're looking for specialized assistance or targeted solutions, our customizable options ensure a personalized and comprehensive approach to your financial success.

The Basic Individual

Perfect for individuals with straightforward tax situations. This package incudes:

Federal and state income tax return preparation
Standard deduction optimization
Basic income reporting (W-2, 1099)
Electronic filing

The Premium Individual

Ideal for individuals with more complex financial situations. This package includes everything in the Basic Package, plus:

​Itemized deductions
Investment income reporting
Rental property income and expenses
Self-employment income (Schedule C)
Electronic filing

The Small Business

Designed for sole proprietors and single-member LLCs. This package includes:

Federal and state business tax return preparation
Income and expense categorization
Basic financial statement review
Electronic filing
Single member LLC support

The Corporate Business

Comprehensive solution for corporations and partnerships. Includes everything in the Small Business Package, plus:

Complex entity structure support (S-Corps, C-Corps, Partnerships)
Advanced tax strategy implementation
Detailed financial statement analysis
Quarterly estimated tax calculation

Got all the details you need to select your services? Let's get started.

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