Max Your Refund

(and your peace of mind.)

Individual Tax Services From Experts Who Care

Taxes are Stressful!


The IRS has a language of their own! Do you have the time to understand it all and keep up with ever-changing rules?


Without a dedicated expert on your side, are you worried about mistakes in your taxes - paying too much or too little?


Extra cash is always handy! But, do you have the knowledge to maximize your tax refund?

We do the work, so you can enjoy your refund.

We get it, taxes are stressful.

The good news—we kinda love them! For over a decade, our tax experts have provided individual tax services to help people like you file stress-free returns and solve tax issues while always getting you the maximum tax refund.

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.

Your dedicated tax expert will help you understand your taxes, do your taxes right and provide personalized guidance you can rely on year after year.

Our Promise to You


Brains & Heart

Personalized tax advice from experts who listen while guiding you.


Clarity & Guidance

Jargon-free guidance about your taxes and how you can max your refund.


Peace of Mind

100% accuracy, clarity and confidence in your taxes so you have peace of mind.


Stress-free Tax Solutions

Tax Assessment
and Tax Filing

  • Tax assessment and tax filing are available after the initial consult. We also review the past two years of returns.

Tax Issues and
Unfiled Returns

  • Tax issues and unfiled returns, addressed by your dedicated consultant on an as-needed basis.

Ongoing Personal Tax Guidance

  • Ongoing personal tax guidance is available for qualifying clients with complex tax needs.

Not seeing something you need?
Call (503) 657.6055 or fill this form to explore additional solutions.

Frequently Asked Questions

Can you help me save money on taxes?

We can almost always. It depends on what we find during our initial consult and assessment.

How long is it going to take to file my taxes?

While we would like to give you a timeline, we have found that this varies widely by client. We take our time and make sure your returns are given thorough consideration. We believe that returns done correctly are more important than returns done quickly.

Can I call you outside of tax season?

Yes! We welcome questions at all times. We want clients to check in with us so that we can help them make informed decisions.

My friend works for H&R Block, why should I work with you?

A typical advisor at ‘seasonal pop-up services’ has limited expertise and time to guide you. Our team has decades of expertise in guiding clients across life events and stages. It also helps that you can lean on your Serenity team year after year!

Can you do both business and personal taxes?

Yes! A majority of our clients use us for day-to-day management and strategic guidance for both business and personal taxes.

Have more questions?
Call (503) 657.6055 or use our contact form to get answers.

How Can We Get Started?


Request a Consult

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.


Choose a Customized Service

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


Enjoy The Results

Your dedicated consultant will guide you through a clear plan so you feel clear and confident about your numbers.

Business Hours

Monday - Friday 9 am - 5 pm PST
Saturday - Sunday CLOSED

*Hours may vary during tax planning and filing season. Extended consulting hours are available for qualifying clients.