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!
It's easy to say yes.
Here's how it works.
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
Choose any package, and our accounting team is here for your support—connect with us as needed. As a client, you always have SFG on your side.
We'll be your full time accounting service.
YOU TRADE.
WE HANDLE THE REST.
Abby Joseph.
Founder & Owner of Serenity Financial
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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.
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I look forward to working with you!
MEET YOUR TAX STRATEGIST
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.
