If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
I am a true professional, who cares about their clients entire financial picture.
It brings me pleasure when I look at the finish work and my clients are satisfied and pleased with the results
Overview
Hired 140 times
1 similar job done near you
Background checked
1 employee
36 years in business
Business hours
This pro hasn't listed their business hours.
Payment methods
This pro accepts payments via Apple Pay, Credit card, PayPal, Square cash app, Venmo, and Zelle.
Top Pro status
Top Pros are among the highest-rated, most popular professionals on Thumbtack.
2019
2018
2017
2016
Services offered
Accounting needs
Entity type
Individual or sole proprietorship
Partnership
C-Corp / Corporation
S-Corp
Industry
Sales & marketing
Healthcare
Technology / IT
Manufacturing
Reviews
Customers rated this pro highly for professionalism, responsiveness, and work quality.
Great 4.8
49 reviews
5
86%
4
12%
3
0%
2
2%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Chris B.
Apr 24, 2025
•
Hired on Thumbtack
Overall, I enjoyed working with and getting to know Serena. She helped prepare an individual tax return for a client of mine. She was responsive and personable, and helped us get the return done by the tax deadline. We had a little mix up about the price for services rendered, but we were able to come to a mutually agreeable outcome. If you're looking for help with taxes, I recommend checking out Fintech!
Individual Tax Preparation
Brenda E.
Mar 12, 2017
•
Hired on Thumbtack
We had a wonderful time working with Serena. She is funny, very well versed in her field, and made the process so simple that I was actually rather stunned. I have done our taxes for years, and it is always painful and takes forever. With Serena, even where I had information gaps, her explanation of what she needed from me made it simple to provide it immediately. We walked out of her office with a plan for my business and a refund! Can't do better than that!!
Individual Tax Preparation
Gina H.
Mar 10, 2017
•
Hired on Thumbtack
I had an exceptional customer experience. The service was outstanding. Serena prepared my taxes quickly and accurately and gave great advice. She was a pleasure to work with. I will definitely be back.
Individual Tax Preparation
Stanley J.
Feb 8, 2017
•
Hired on Thumbtack
I enjoyed speaking with her. I have a unusual work schedule. She worked with me for a meeting place and time. I left my paperwork with her. My taxes were prepared very quickly, and it didn't cost me much. Great job.
Individual Tax Preparation
Maria l.
Nov 14, 2021
•
Hired on Thumbtack
Serena is an absolute pleasure to work with. I had my two tax years filed, done and dusted in just 3 days. Easy to speak with and made sure I got every penny I could. She’s got a client for life.
Individual Tax Preparation
Credentials
Background Check
Serena Speight
FAQs
What should the customer know about your pricing (e.g., discounts, fees)?
My prices are competitive and fair and often we offer discounts for our new clients.
What is your typical process for working with a new customer?
We discuss your needs over the phone and I review your business needs and make suggestions. When you choose to hire us, we will work with you through the next steps to accomplish your financial needs
What education and/or training do you have that relates to your work?
I have a Bachelor and Masters degree in Accounting/Finance and also a MBA in Information Technology. I am a member of the AICPA, National Association of Tax Professionals, NABA, VSCPA and the MD CPAs.
