Synergy Finances: Synergize Your Financial Growth
Synergy Financial Group: Empowering Entrepreneurs with Integrity, Expertise, and Tailored Financial Solutions
Dedicated to creating a more personalized filing experience
- MY WHY? Empowering entrepreneurs to master financial management is my passion. I believe that every entrepreneur deserves the tools and knowledge to confidently handle their financial records, ensuring clarity, accuracy, and peace of mind. By helping business owners better manage their finances, I aim to foster growth, sustainability, and success in their ventures.
- MY MISSION? To provide the highest level of professional tax and Financial assistance to help correct financial errors while meeting quality standards, ensuring availability and transparency to those that work with us.
- MY CORE VALUE? Integrity, Accuracy, Proficiency The increasing complexity of the tax law makes it more important than ever to use a firm that can draw upon a team of lawyers with a broad range of in-depth experience to develop creative and practical solutions to complex business and financial problems, as well as a sensitivity to delivering timely, cost-effective client service.
Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
Bookkeeping I Tax planning & Preparation I Entity Selection and Reconstructing I IRS Representation I Crypto Tax Consulting I ITIN Application
TAX PREPARATION PROBLEMS
Solving Your Tax Preparation Challenges with Expertise and Precision
Increase in Administrative Tasks
Up to 40% more administrative duties in growing small businesses.
Growing Office Expenses
Average annual spending on bookkeeping management software and personnel.
Expansion Business Needs
Most small businesses are averaging 10% growth year over year.
Without A Tax Professional
40%
/more time used
With A Tax Professional
65%
/more efficient
About The Founder
Sheridan Robinson, Founder & Senior Tax Professional at Synergy Financial Group
Sheridan Robinson is an accomplished Senior Business and Tax Professional with over 15 years of expertise in delivering comprehensive federal and business tax solutions. As the founder of Synergy Financial Group, Sheridan has built a reputation for excellence in developing and implementing successful business strategies across healthcare and transportation sectors at state, local, and federal levels.
Her extensive experience includes over a decade specializing in federal and business tax management, as well as personal tax advisory services. Her commitment to integrity, accuracy, and client success drives the mission of Synergy Financial Group: to deliver tailored financial solutions that empower businesses and individuals to thrive.
Business Goal
Synergy Financial: Strategic Tax Planning for Personal and Business Success
Synergy Financial goal for both personal and business taxes, careful planning is necessary to legally, effectively, and successfully lower annual federal tax bills long before the actual tax return is prepared. Our approach is the same for individuals, LLC, partnerships, corporations, estates, and trusts.
SERVICES PROVIDED:
Bookkeeping & ITIN Application
Tax planning & Preparation
Entity Selection and Reconstructing
IRS Representation & Crypto Tax Consulting
Listen To A Deep Dive About Synergy
Competitive Advantage
A Step Ahead of the Competition
Synergy Financial Group stands out as a trusted partner in navigating complex tax and financial matters. With a commitment to integrity, accuracy, and personalized service, we provide individuals, businesses, and entrepreneurs with expert guidance to achieve their financial goals.
OUR PRICING
Navigate Your Finances with Affordable Tax Consultation Pricing – Clear, Transparent, and No Hidden Costs!
Flexible Business Pricing Plans for Every Office!
At Synergy Financial Group, we understand the importance of affordability and value, not just for individuals but also for businesses and entrepreneurs looking for expert tax consultation services. Our mission is to provide comprehensive financial solutions that empower you to manage your taxes effectively, reduce your financial stress, and maximize your savings—all without exceeding your budget.
Entrepreneurs & Small Business Consultation
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Business Structure Analysis
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Startup Guidance
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Tax Strategy Overview
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Bookkeeping Setup Tips
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QuickBooks Insights
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Basic Financial Review
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Tax Filing Preparation
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Consultation Follow-Up Plan
Average Size Business Consultation
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Business Structure Analysis
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Tax Strategy Overview
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Bookkeeping Setup Tips
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QuickBooks Insights
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Client Targeting Strategies
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Basic Financial Review
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Compliance Checkup
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Scaling Strategies
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Operational Efficiency
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Goal Setting and Benchmarking
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Tax Filing Preparation
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Consultation Follow-Up Plan
Corporate Size Business Consultation
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Business Structure Review
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Tax Planning Insights
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Employee vs. Contractor Guidance
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LLC Utilization
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Goal Setting and Benchmarking
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Consultation Follow-Up Plan
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Bookkeeping Assessment
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QuickBooks Setup Guidance
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Compliance Check
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Entity Classification and Election
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Payroll Setup Guidance
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Employee Classification Advice
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Tax Filing Preparation
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Goal Setting and Benchmarking
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Consultation Follow-Up Plan
BLOGS
Discover how Synergy Financial Group transforms the way you manage taxes and finances. From expert consultation to tailored business solutions
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Synergy's Remote Filing FAQs
Find answers to common questions about Synergy Financial Group's Remote Drop-off & e-file, from features and pricing to e-sign.
Our hassle-free drop-off option allows you to leave your tax documents with a Tax Pro at one of our locations or scan in remotely. Once we prepare your return, we’ll notify you, and you can review and eSign it from the comfort of your home.
Yes an appointment is necessary! Synergy Financial Group values each of clients privacy and needs and requires an appointment for drop off or remote filing.
You’ll need to bring:
- Your photo ID
- Social Security cards for you and any dependents
- W-2s, 1099s, and other income statements
- Last year’s tax return (if available)
- Any tax deduction or credit documentation
Our team can provide you with a complete checklist if needed.
Once your Tax Pro has completed your return, we’ll notify you via phone, email, or text. You’ll then have the opportunity to review it and eSign online to finalize.
No, you don’t need to return! After eSigning, you’ll receive your completed return electronically, saving you time and hassle.
Absolutely! We take client data protection very seriously and follow strict security protocols to ensure your information is safe.
Yes, our Tax Pros are available to answer any questions or address changes before finalizing your return. Simply reach out, and we’ll make sure everything is accurate and to your satisfaction.
The turnaround time depends on the complexity of your return, but most are completed within 3-5 business days.
If you prefer, you can review and sign your return in person at one of our locations. Just let us know!
Yes, our drop-off option is available for both personal and business tax returns.
It’s easy! Schedule a call with a Synergy Financial Group tax pro, bring your documents, and let our Tax Pros handle the rest.