What you Need To Know
Frequently Asked Questions
Anybody can prepare your tax return for you, but not everybody has the same educational requirements or experience. In order to be a CPA in Florida, you must have a bachelors degree and at least 60 hours in graduate accounting courses. You must also pass a four part CPA exam and complete 40 hours of continuing education each year. Tax preparers at HR Block, Liberty Tax, or Jackson Hewitt take a 3 week course before they start preparing your returns. After they prepare your return, it is unlikely that you will see the same person who prepared your return the following year.
After working for other firms in the past, we focused on fixing the “issues” that clients had with CPA firms. We make a commitment to finish returns within a week so that you never have to wait. We typically respond to all calls and e-mails the same day, but guarantee that you will receive a response within two business days We provide project-based pricing, so you will never be charged for phone calls, e-mails, or even in person consultations. Finally, we work with you to educate you on your finances rather than just tell you what to do and when to do it.
Serenity Financial Services is an accounting, taxation and insurance company located in beautiful Tampa Bay for over 5 years.
While we are open to all types of clients, our focus is on individual tax preparation and service-based small businesses, like attorneys, engineers, contractors, real estate, and information technology. We work primarily with companies with zero to 10 employees and zero to $5 million in revenue.
We charge flat fees, however, like any professional service, it often depends on the scope of the project and time involved. Our individual 1040 tax returns begin at $350 and our business tax returns begin at $600. We can give a more accurate quote over the phone or via e-mail just by answering a few simple questions. That price includes electronic filing, and there are never any additional fees or charges associated with the preparation of the return. We also provide discounts if multiple tax returns are prepared for the same client.
The length of time can vary from project to project, but we are committed to completing each return within 2 weeks of receiving all of the relevant information for individual returns and 3 weeks for business tax returns. We do not file extensions for clients unless they have not provided us the information before our deadline.
Unfortunately, no one can guarantee that you won’t get audited. The IRS has different criteria for selecting returns for audit and that includes random selections. What we can guarantee is that you will be informed on any potential red flags and the risk/rewards for any position you take on a tax issue. We will also help you answer any IRS inquiries and stand by you during any audit.
Our offices are open all year, and we are available Monday through Friday from 9 to 5pm or by appointment on evenings, Saturdays, or Sundays.
We are available via e-mail or phone. I also provide a direct line to our clients so that they can reach us during off hours or via text.