Serving Our clients to meet their needs

Synergy CPA Tax & Financial Services LLC provides a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

We thrive together with our customers as partners! It is our mission to provide professional tax services to save customers time and money and help each family plan the life they want to live through planning their financial legacy.

Through partnering with more than 160 A+ product providers, we optimize our customers' income and protect themselves and their loved ones. As independent brokers, we have 6 offices across the United States, offering a diverse portfolio of insurance, retirement, savings, and wealth-building strategies.


Tax

Financial Services

Insurance

Retirement Planning

TAx- serve you all tax disciplines to help you thrive in an era of rapid change

  • Tax Preparation Services

  • Accounting Services

  • Entity Selection and Restructuring

  • Payroll & Sales Tax Services

  • International Taxation

  • Tax Management Services

  • Bookkeeping/Write-up

  • IRS Representation

  • Business Valuation

Financial Services- Customer-First and trust services to fit your needs

WE design a strategy tailored to your specific financial needs. We work with you to go from where you are to where you want to be through:

  • Financial Needs Analysis

  • Financial Goal Setting

  • Strategies to Pursue Your Goals

Insurances- Ensure te life you’ve built can be sustained

Life's scenarios can vary from person to person, and from family to family. We work with you to cover you for a lifetime and help prepare you for when the unexpected happens:

  • Life Insurance

  • Health Insurance

  • Long Term Care Insurance (U.S. Only)

Retirement planning- work with you to set up your own pension plan

The truth is, we’re living longer. We can help prepare you to enjoy those golden years to the fullest with the retirement strategy of your choice by setting up your own pension plan

  • Annuities