Business Advisory
Personal & Corporate Tax Planning
We prefer to take a proactive vs. reactive approach to tax services and effective tax planning can help prepare you for what is to come when it is time for filing your returns, whether it be personal or for your business. Our goal is to help our clients develop a set of tax planning strategies that are effective in dealing with savings, while avoiding tax traps. Avoid running on gut feel and enjoy the benefits of a well-designed plan based on productive strategies provided by Synergy CPA’s.
Estate Planning
When planning for your estate, Synergy CPA’s can assist with a variety of aspects, such as helping you get an idea of the tax you are likely to owe, what funds your heirs will have left over, and how to minimize the tax bill to your estate. By planning ahead, you are better prepared for what is to come. We can also help you gather the proper documents and information for tax filings in advance, which makes your estate easier to administer.
Corporate Reorganizations & Purchase/Sale of Business
Preparation and planning are the key to a successful purchase or sale and even a reorganization of a business. Synergy CPA’s can assist you with all different aspects of your transaction, including helping you obtain a valuation, cash flow analysis, tax minimization, transition planning, and more. You may have questions and concerns on a range of topics, and we are here to help during this process.
Business Start-Up Guidance
If you are thinking of starting a new business but feel a little lost with the accounting and tax aspects, we can help. We will talk about what your business needs and what we can do to help, as well as answer some of the common questions and issues that arise. These will all be personalized to your specific situation depending on the type of business you have.
Accounting Software Selection & Implementation
Keeping your information organized and in order is crucial in running a business. Accounting software makes it easier for a business to track their financials and when used properly, it can create invoices, track expenses and can generate a variety of useful reports. With there being so many different programs to choose from, picking the right accounting software for your business can be challenging, and we can work with you to determine what is best for you and provide guidance on programs we are familiar with such as Quickbooks, Sage, and AgExpert.