Tax Support
Keep more of what you earn
Keep More Of Your Income
It doesn’t do you much good to increase your earnings, only to have the local, state, and federal tax collectors take it away from you. Alongside our advisors, we can aim to find ways that you can keep more of what’s yours.
Strategic Timing to Minimize Taxes
The timing of your retirement contributions, charitable giving, and other financial decisions can make a difference in how much money you take home. Our advisors can help you with strategic timing to minimize tax liabilities.
Comprehensive Tax Review
Synergy advisors can review your tax information with the help of your accountant. This assessment can reveal if you’re not taking full advantage of available legal tax benefits and deductions.
Efficient Withholding & Estimated Taxes
Synergy SMB advisors can help you be more efficient with your tax withholding and estimated tax payments, so you don’t overpay, or pay too early—versus being able to earn interest on the difference before it is due.
Optimize Roth IRA Conversions
Our advisors know that Roth IRA conversions can be a powerful tool for tax management, so you can get guidance on how to make the most of these conversions while minimizing your tax burden.
Social Security and Medicare Tax Strategies
Synergy can help you learn how to maximize your Social Security benefits, plus select the correct Medicare options when needed. You only have so much time after your 65th birthday to apply, so we can help you select an appropriate option for your needs.