We specialize in tax preparation and tax planning for individuals, sole proprietors, and single-member LLCs.
We offer comprehensive tax planning year-round and other financial services through Synergy Wealth Management LLC.
We serve South Jersey, Camden, Gloucester, and Burlington counties in person, and we serve other counties and states virtually.
Our Services
1
Tax Preparation
Our tax preparation service offers assistance to ensure your taxes are filed accurately and on time. Choose the convenience of virtual consultations or in-person meetings to meet your needs.
2
Tax Planning
Our Tax Planning service helps individuals and businesses manage the complexities of tax regulations while maximizing their financial results. We provide customized strategies that cater to your specific needs, ensuring both compliance and efficiency. Our team of professionals are always informed about the latest tax laws
3
Asset Management and Financial Planning
For Asset Management and comprehensive financial planning including; retirement planning, income planning, investment management, and Insurance visit Synergy Wealth Management LLC
Get a Quote
Contact us or fill out the fields below to learn more about our services and get a personalize quote