About Us

Welcome to Synergy Tax & Wealth, PLLC, where we combine decades of business experience with a commitment to delivering exceptional tax and financial services. Founded by seasoned professionals with a proven track record of success, Synergy Tax & Wealth is built on the principles of precision, integrity, and personalized service. Our founders bring a wealth of knowledge in tax planning, tax preparation, and IRS representation, along with extensive expertise in business management and financial strategy. At Synergy Tax & Wealth, we are detail-oriented and highly capable, ensuring that every client receives tailored solutions to meet their unique needs. Whether you are an individual or a business, we take a proactive approach to reducing tax liabilities, optimizing financial health, and providing aggressive, ethical representation before the IRS. At Synergy Tax & Wealth, our goal is to be your trusted partner in navigating complex tax regulations and financial decisions, empowering you to achieve long-term success. We pride ourselves on our commitment to accuracy, thoroughness, and building lasting relationships with our clients. Let Synergy Tax & Wealth guide you toward a more secure and prosperous financial future.