Leading the financial revolution

Synergy CPA Tax and Financial Services LLC, a family owned company since 2015, is striving to be a leader in the financial service industry. We are leading the financial revolution.


Cindy Liu

Cindy is the founder and president for Synergy CPA Tax & Financial Services. She is a very successful business woman in the financial services industry. Cindy has been a CPA for 15 years and expanded her business to broader financial services over 6 years ago. She partnered with several financial advisors in Northstar financial group and opened 7 offices across the US.

Cindy has helped hundreds of families and businesses meet their financial needs and objectives. Cindy is very honest, experienced, knowledgeable, and reputable. She takes great care in understanding the needs and goals of each client, and values maintaining an open and honest line of communication. Her clients really appreciate her professionalism and down to the earth character.

Cindy's professional credentials include two Masters degrees (Public Administration and accounting), series 6, series 63, series 65 Life & Health Insurance License for more than 10 states.


Our Office

As independent brokers, we have 6 offices across the United States and are expanding, offering a diverse portfolio of tax, insurance, retirement, savings, and wealth-building strategies.