Frequently Asked Questions
What types of services are available from this firm?
Synergy CPA Group provides a full range of tax and accounting services, including bookkeeping, tax preparation, tax planning, payroll, fractional CFO services, business consulting, and industry-specific advisory support.
Does this firm provide tax planning services?
Yes. Tax planning is a core part of our work. We help clients evaluate decisions throughout the year, not just at filing time, to support smarter outcomes and fewer surprises.
Does Synergy CPA Group provide year-round service?
Yes. Our team works with clients throughout the year, not just during tax season. We’re available for questions, planning discussions, and guidance as business or personal circumstances change.
Who does Synergy CPA Group typically work with?
We work with small businesses, real estate investors, professionals, and high-net-worth individuals who want organized financial reporting and thoughtful tax guidance.
Do you work with both businesses and individuals?
Yes. We support both business owners and individuals, including those with complex income, investments, or multiple entities.
Can you help if my taxes or bookkeeping are behind?
Yes. Many clients come to us needing cleanup or catch-up work. We’ll assess where things stand and outline next steps clearly.
Do I need to live in Colorado to work with your firm?
No. While our office is in Centennial, Colorado, we work with clients across the country through secure, cloud-based systems.
Will my information be kept confidential?
Yes. Client confidentiality is a priority. We use secure systems and follow professional standards to protect your information.
What should I bring to my first consultation?
You don’t need to prepare everything upfront. If available, prior tax returns, basic financial information, or a summary of your situation is helpful, but the first conversation is about understanding your needs.
Do you offer consultations before becoming a client?
Yes. We offer consultations to discuss your situation, answer questions, and determine whether we’re the right fit.
How are your services priced?
Our services are offered in tiered packages based on complexity, transaction volume, and level of support. Pricing is discussed after understanding your needs. View Pricing Options
Can you help me reduce my tax liability?
We help clients identify opportunities within the tax code that align with their situation. Results vary, but planning and structure often make a meaningful difference.
Do you represent clients in front of the IRS?
Yes. As CPAs, we can communicate with the IRS on your behalf when needed.
How do I get started?
The first step is scheduling a consultation. From there, we’ll review your situation and outline a clear path forward. Book a Discovery Call