Synergy provides individual and business clients with tax planning and preparation. We structure financial reporting and data files to minimize the time required by a CPA to process an income tax return. We also develop strategies that allow the current tax law to work to a client’s advantage.

Services include:
• Assess business entity structure for potential tax benefits
• Prepare sales tax returns and process payments
• CPA interface for US corporate income tax service
• Prepare city business tax returns
• Develop and maintain internal control systems
• Plan and report partner equity accounts for personal income tax obligations
• Financial modeling to assess business opportunities