Tax consulting and advisory services are delivered through our sister firm, Synergy Consultants & CPAs, led by a Certified Public Accountants with extensive experience advising high-net-worth individuals, entrepreneurs, and family offices. The firm specializes in proactive tax planning, complex entity structuring, transaction and exit planning, and multistate and federal compliance. By working in close coordination with Synergy Capital Partners and a client’s broader advisory team, we ensure tax strategies are fully aligned with investment objectives, wealth preservation goals, and multigenerational planning.