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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- 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
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
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
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
Google Sites
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