Taxes Done Right. Planning That Pays Forward. We don’t just file your taxes. We help you uncover opportunities to save today — and build wealth for tomorrow
Proactive Tax Planning YEAR-ROUND STRATEGY, TAX CREDITS, AND PLANNING THAT ALIGN WITH YOUR LONG-TERM FINANCIAL GOALS.
Smart Tax Preparation & Planning
High-Earner W-2 Tax Planning
Business Exit & Succession Planning
Roth Excelerator & Tax-Free Income
Tax-Smart Accounting and Reduction (HNW only)
TAX AUDIT CONSULTING
Estimate. Plan. Thrive. Schedule Your Strategy Session
We deliver year-round tax planning, not just tax filing
We dig deeper for missed deductions, credits, and strategies to keep more money in your pocket
We forecast and plan ahead so there are no surprises at filing time
We connect taxes with your investments, retirement, and estate planning for a holistic approach
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Michael Schellinger,
EA, RICP®, CLTC®, NSSA®,
Founder & Chief Tax Advisor
Synergy Tax Solutions, LLC