Know Your Numbers

Personal and business tax & bookkeeping solutions for your peace of mind.

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Feeling Overwhelmed?

After anxiety-filled hours of working on your taxes, are you worried about paying too much, or too little?

Are you drowning in bookkeeping, falling behind on details while you work so hard on your business?

Are you worried if your numbers are correct and you can meet your obligations with confidence?

You want to be clear and confident about your numbers.
But often, it is hard to know where to start.

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Financial clarity & confidence your family and business deserve.

For over a decade, we’ve helped individuals and business owners break free from the fear of taxes and chaos of spreadsheets (also, receipts stuffed in shoeboxes!).

We are a team of certified and experienced CPAs, accountants and bookkeepers in West Linn, Oregon. But there is more to us than numbers - we are also business owners, professionals, and parents who appreciate the challenges of balancing business and family.

So, in serving individuals, small businesses, medium and enterprise organizations locally and nationwide, we always add generous doses of kindness to expert tax and accounting guidance.

If you're looking for a trusted and caring partner committed to your financial peace of mind,

we’re your team.

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Our Promise to You

Brains & Heart

Generous, personalized and accurate advice from a dedicated team of experts who care about your family, business and numbers.

Clarity & Guidance

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.

Peace of Mind

100% accuracy, clarity and confidence in your numbers so you have peace of mind to enjoy your income & business.

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I won't go anywhere else for my taxes and advice.

The Serenity team is so kind and knowledgeable. They help take the stress of the tax world off your shoulders. They communicate and want to make sure that you are not only good during tax season, but making good decisions throughout the year. I highly recommend them!

Melissa G., personal tax client

Exceptional from the moment you walk into their office.

I am a small business owner for 20 years and finally made that big step to get more organized. I enlisted Serenity’s help to do my books and use QuickBooks. They have been so patient and helpful. They responded to my questions promptly, even during the middle of tax season. They were up-front with pricing and simply professional in every way. I highly recommend their services!

Celia Whittaker., small business client

Wow! Made a huge difference in our strategy for the year.

I was recommended to Serenity because I was starting a business. They made everything so easy to understand and really made sure we had a roadmap on what to do during the year so we weren't stressed about tax time. Since our first meeting, I've sent over several questions and requested forms as needed, and every time I get a response within a couple hours! Go! You won't regret working with these guys!

Mark T. Savage II., consulting client

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Which Solution Is
Right For You

After the initial consultation, we will help you pick a customized service that gives you the highest value from our work together.

For Individuals

Tax assessment and filing. We also review past two years of returns.
Tax issues or unfiled returns addressed by your dedicated consultant on an as-needed basis.
Ongoing personal tax guidance is available for qualifying clients with complex tax needs.

For Businesses

For new businesses, we advise and implement best practices to support financial security and growth.
For ongoing businesses, we clean and organize your books and reset business habits so you can grow confidently.
Fast-growing businesses looking for scale-up support benefit from our expert guidance to fuel their upward trajectory.

Consulting Services

Outsourced CFO services to guide profitable growth and management of key performance indicators.
Forecasting & Budgeting expertise so your business can take advantage of opportunities and foresee risks.
Day-to-day bookkeeping and tax management. Done-for-you accounting solutions customized for your business.

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How Can We Get Started?

In three easy steps.

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Call (503) 657.6055 or use our Contact Form to schedule a free, 30-min no-obligation consult. We’d love to learn about your personal and/or business goals and concerns.