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Category:

Lifestyle Planning, Asset Protection, Financial Wellness

VALUE:

Synergi is a trusted tax credit consultant with decades of experience.

What makes us special:

Synergi processes a variety of state and federal tax incentives and was one of the first firms in the country to consult with employers on the CARES Act Employee Retention Credit (ERC). Synergi offers peace of mind to clients by providing audit support and standing behind each and every project they deliver.

About

Synergi is a trusted tax credit consulting firm founded and managed by experienced professionals.  Synergi processes a variety of state and federal tax incentives and was one of the first firms in the country to consult with employers on the CARES Act Employee Retention Credit (ERC). Currently, Synergi works with clients of every size and in almost every industry.   

Synergi prides itself on accountability, experience, and innovation. Synergi offers peace of mind to clients by providing audit support and standing behind each and every project they deliver.  

Recruitment

65% of workers believe employer-provided upskilling is very important when evaluating a potential new job

Retention

5 years of commitment if an employer helps with its employees’ student loans

Tax Deductible

$5,250 annually of tuition reimbursement and student loan contributions count as nontaxable income to employees

Resources

eoi-blog

About Synergi