Planning That Pays Forward. 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 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, PROACTIVE- NOT REACTIONARY BOX 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 FUTURE GOALS FOR A HOLISTIC APPROACH
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Michael Schellinger,
EA, RICP®, CLTC®, NSSA®,
Founder & Chief Tax Advisor
Synergy Tax Solutions, LLC