Tax Experts At Your Service
Tax Preparation and Financial Services
Tax Returns
Payroll
Bookkeeping
Business Planning
ABOUT US
We believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen.
We provide a variety of services including Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation, Payroll Reporting, QuickBooks® setup, support and training, Business startup services, Monthly bookkeeping, Financial statements – making sure your financial records are timely and accurate.
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.
Professional Service
A full range of accounting services while giving you the individual attention that you need.
Years of Experience
Volumes of experience working through IRS audit strategies and financial issues. We guarantee that your business is in good hands at all times.Serving Your Business
Support in all areas of business consulting. Let our team guide you with a financial strategy that leads to business growth and success.
Sheridan Robinson
Tax Manager
Sheridan Robinson brings over 15 years of experience in business management, operations, and financial services to Synergy Financial Group. As Senior Tax Manager, she specializes in tax planning, corporate and individual tax preparation, bookkeeping, and strategic financial consulting. With a strong background in healthcare, transportation, and small business operations, Sheridan has built a reputation for helping entrepreneurs, professionals, and organizations create effective tax strategies, streamline bookkeeping systems, and achieve financial clarity.
What our customers are saying
Sheridan resolved my back taxes, corrected errors from a previous preparer, and filed the necessary amendments. Thanks to her expertise, I was able to move forward financially and have my home delivered on August 26th. She made the impossible possible, and my family and I are truly thankful.
When my CPA filed my taxes, I was shocked to find out I owed $40K to the IRS. A friend referred me to Sheridan, and it was the best decision I could’ve made. She amended my return, corrected all the mistakes, and I ended up getting $10,000 back plus credits! Sheridan truly saved me.
I hadn’t filed taxes in years and owed back child support. I was sure I was going to be buried in debt with the IRS. Sheridan not only filed my past returns but also found credits I had no idea I qualified for. With her help, I was able to pay off my child support arrears—and today, I’m debt free. I can finally breathe again!
My old tax preparer wasn’t finding the credits I needed as a business owner, and every year I was stuck paying $12,000 to the IRS. I was referred to Sheridan, and she immediately spotted the errors in my prior filings. She corrected everything, and instead of owing $12,000, I actually got a refund! Sheridan knows her stuff and saved me thousands.