Proactive Tax Strategy for Those Who Build, Invest, and Grow

At Serein Tax & Advisory, our goal is to build a clear roadmap that scales with your vision—ensuring your income streams fuel your next big move instead of leaking away through unnecessary taxes.

We treat taxes as a cost you can manage, not a fixed burden


Services

Tax Compliance & Support

Tax Return Filing

  • Individual

  • Business

  • Trust, Estate, and Gift Tax

Services Included

  • Prior Year Review

  • IRS & State Notice Support

Tax Planning & Advisory

Stop guessing what you’ll owe and start controlling your outcome.

Our services go beyond historical reporting to deliver real-time tax guidance before you make critical business or investment decisions.

We partner with you year-round to uncover opportunities, manage risk, and implement tailored tax strategies that support long-term growth—so your tax plan evolves as your life and portfolio evolve.


Book a Discovery Call Today


Free Resources

Tax Return Preparation

Get your tax return prepared at no cost. Check if you qualify.

In general, households with income between $60,000 and $80,000 may be eligible for free tax preparation services through the IRS VITA or TCE programs. However, income requirements vary depending on the organization and location.

For more information, visit https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayers

Find a site near you

IRS: https://freetaxassistance.for.irs.gov/s/sitelocator

AARP: https://www.aarp.org/money/taxes/aarp-taxaide/locations/

United Way: https://211.org/about-us/your-local-211

Tax Relief

Low Income Taxpayer Clinics (LITC) provides free representation for eligible taxpayers who are in tax disputes with the IRS.

To find out your eligibility and LITC locations, scroll to the bottom of the page at https://www.taxpayeradvocate.irs.gov/about-us/low-income-taxpayer-clinics-litc/