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. |
