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Experience Matters
Over 200 years combined leadership experience & know-how
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Who We Are
Synergi Partners, Inc. (“Synergi”) is a privately-owned incentive and tax credit consulting and processing company in the United States. Synergi focuses on federal and state tax credit programs, as well as disaster relief incentives, for employers across the United States, including Puerto Rico.
Synergi was founded by tax credit industry veterans, each with more than 30 years of experience. With an executive team made up of thought leaders who have made significant contributions to the tax incentives industry, Synergi seeks to provide the best service available to help clients realize the opportunities of each tax credit.
Mission
While many companies offer consulting services for tax credits and incentives, very few are 100% focused on these services alone. Our team of professionals offer premium client service, comprehensive data analysis, and years of experience in the industry, the combination of which gives us the ability to evaluate and process tax credits and incentives for our clients.
With an executive team made up of thought leaders who have made significant contributions to the tax incentives industry, Synergi’s mission is to provide the best service available for its clients.
Our process involves researching each piece of tax credit legislation to understand the qualifications for the credit opportunity in-depth. There are many companies that offer tax credit and incentive consulting services – there are very few that are 100% focused on it.
Partnerships
Our partners have welcomed expanding the products and services they can offer to clients through Synergi’s consulting services. With Synergi’s experience and thorough process, our partners and their clients are able to file tax credits with confidence.
Synergi’s tax credit services are backed by decades of experience, deep understanding of the evolving legislation, and a thorough process.
Get in touch with us if you are interested in partnering to bring added services to your clients.
Work Opportunity Tax Credit (WOTC)
Federal Hiring Incentives
The Work Opportunity Tax Credit is a federal hiring incentive that provides a tax credit to your company if it is hiring from any one of the following groups:
- Qualified Veterans
- A member of a family that is a Qualified Supplemental Nutrition Assistance Program (SNAP) Benefits Recipient
- Qualified Ex-Felons, Pardoned, Paroled or Work Release Individuals
- Vocational Rehabilitation Referrals
- Qualified Summer Youths
- Qualified Supplemental Security Income (SSI) Recipients
- Qualified Individuals living within an Empowerment Zone, Enterprise Community, Renewal Community, or Rural Renewal County
- A member of a family that is a Qualified Temporary Assistance for Needy Families (TANF) recipient
- A member of a family that is a Qualified Long Term Temporary Assistance for Needy Families (TANF) recipient
- Qualified Long-Term Unemployment Recipients
Disaster Credits
Employee Retention Credit for Employers Affected by Qualified Disasters
Has your business lost revenue, products, or inadequate shift coverage because of a hurricane, wildfire, or other natural disasters?
Federal Tax Credits
Can you afford to ignore an opportunity that may be available to your base on your hiring?
- Work Opportunity Tax Credit (WOTC) – The Work Opportunity Tax Credit is a federal hiring incentive that may provide a tax credit worth up to $9,600.
- Research and Development Tax Credit (R&D) – Rewards U.S. companies for increasing their investment in R&D by offsetting federal income tax liability.
- Federal Insurance Contributions Act (FICA) Tip Credit – Allows employers in the food and beverage industries where tipping is customary and voluntary to claim a federal tax credit for the Social Security and Medicare taxes they pay on employees’ tips.
- Empowerment Zone Tax Credit (Fed EZ) – Up to $3,000 per qualified employee per year.
State Tax Credits
There are well over 3,000 state and local tax credits and incentives available to businesses throughout the United States to incentivize economic development, hiring and other certain business activities. A few examples include geographic and hiring based incentives, research and development credits, investment tax credits, discretionary grants and incentives, utility rebates and property tax abatements. These incentives can be lucrative to businesses and can at times lead to above the line operating savings.
