1+
Years Certified
Tax Philosophy
"Philosophy statement coming soon..."
Alma Serna
ROI Scoreboard
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Avg. Savings
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ROI Multiple
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Plans Delivered
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Clients Served
Performance metrics coming soon
Redefine Tax Planning for a New Era of Finance
Alma Serna
Specializations
Industry Focus
Real EstateHealthcareTech/SaaSE-Commerce
Strategy Expertise
Cost SegregationR&D Credits1031 ExchangeQSBS
Entity Structures
S-CorpLLCC-CorpPartnership
Detailed specializations coming soon
Tax Strategy Style
Strategy style rating coming soon
Verification Status
License Verified
E&O Insured
Peer Reviewed
Background Check
Verification badges coming soon
Contact Information
Phone
(541) 556-5991Address
1131 Throne Dr.
Eugene, Oregon 97402
Certified Maverick
CertifiedOct 24, 2025
ExpiresOct 20, 2026