Tax Services

Personalized Tax Filings

Year-round federal and state return preparation for individuals, W-2 employees and self-employed clients. We review income documents, filing status, dependents and applicable deductions and credits using your actual circumstances. Contact us for an individualized quote based on complexity and applicable fees.

Amended Returns

We review previously filed returns when income, filing status, dependents, deductions or credits may need correction. Bring the original return, related tax documents and any IRS or state notices. We will review the facts and discuss the appropriate next steps and an individualized quote.

Synergy Tax Academy

W-2 & 1099 Fundamentals
Schedule C & Self-Employment
Dependents & Filing Status
Tax Credits & Deductions

Become a Tax Preparer

70/30 Compensation Structure
Year-Round Tax Preparation
Training & Guidance Provided
PTIN Assistance & Support

Request Tax Services

Tell us the tax year, return type and whether you need an original or amended return. We will confirm the documents, next steps and an individualized quote. Fees depend on complexity and applicable charges. Do not send tax documents through the public inquiry form.

Schedule an Appointment