Tax Planning
Tax planning is often a forgotten part of retirement planning. This is an important step in the planning process, which is why Synergy Wealth Management Advisors have in-house tax planners.
We constantly keep up to date with the current tax codes and utilize some of the most sophisticated tax preparation software in the industry.
Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.
Our staff knows the tax laws and how your return was prepared. We provide complete representation before the IRS as well as state and local authorities, including experience negotiating Offers in Compromise with the IRS and various States.
We continuously monitor federal, state, and local tax law changes to help minimize current and future liabilities. If needed, we implement tailor-made due-date tax compliance monitoring systems to prevent costly interest and penalty assessments attributable to late filing.
Of course, we offer full tax preparation and filing services.
We prepare all sales tax filings and offer full sales tax audit representation.
We provide expert preparation of federal and state estate, gift, and trust tax returns.
