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Synergy Financial Group

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About
At Synergy Financial Group, we stand out because of our unwavering commitment to delivering tailored, results-driven financial solutions. Our team of experienced professionals specializes in tax planning, preparation, and bookkeeping, ensuring every client receives personalized attention and strategies designed to maximize savings and drive success.
Overview

Background checked

1 employee

3 years in business

Business hours

SunClosedMon9:00 am - 4:00 pm

Payment methods

This pro accepts payments via Apple Pay, Cash, Credit card, and Stripe.

Services offered
Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Partnership

C-Corp / Corporation

S-Corp

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Projects and media
Projects and media
Reviews

Customers rated this pro highly for work quality, professionalism, and responsiveness.

4.0

1 review

5

0%

4

100%

3

0%

2

0%

1

0%


pro avatar
Deshay D.

Dec 17, 2024

I needed help with my quarterly business taxes and was referred to Synergy Financial Group. I received a quick response, clear and consistent communication throughout the process, and a fast turnaround on services. The tax manager was polite, professional, and highly knowledgeable about tax laws and my specific needs. I’m very satisfied with the service and would highly recommend Synergy Financial Group!
Credentials
Background Check

Sheridan Robinson

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