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Synergi Partners

Synergi Partners

Synergi Partners, Inc. (“Synergi”) is operated by tax credit industry veterans with more than 40 years of experience and is the largest privately owned tax credit and incentive consulting company in the United States. Synergi specializes in identifying and processing federal and state tax credits for employers across the United States, including Puerto Rico.

Our team of professionals offers premium client service, comprehensive data analysis, and years of experience in the industry — the combination of which gives us the ability to optimize tax credit and incentives for our clients.


Synergi was founded as a result of a simple observation: the tax credit industry had become passionless and stagnant. The goal was to ignite passion back into the industry and provide top-tier client service, all while optimizing credits for our clients. Our CEO began his career at the inception of the Targeted Jobs Tax Credit (TJTC) which was eventually replaced with the Work Opportunity Tax Credit (WOTC).

By the early 2000s, he and several of Synergi’s owners and members of the executive team had successfully built the largest tax credit practice, Shelly Management Services (SMS), in the country that served dozens of Fortune 500 companies as well as thousands of small to mid-size businesses. This company was acquired by one of the largest payroll and human capital management companies, Automatic Data Processing (ADP).

Synergi’s partners, executives and management team’s prior roles at Big 4 accounting firms, Fortune 500 companies, and some of the largest HCM providers, have provided the experience, knowledge, and expertise to create this industry leading provider of federal and state tax credits tax credit and incentives consulting and processing.

Our Mission

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 and to achieve maximum value 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.

My accountant originally calculated the hurricane retention credit for me. However, after further discussion with Synergi Partners, I became aware that I was eligible for so much more.

Experience Matters

The Synergi Difference

Proven Methodology

Synergi’s proprietary methodology is consistent, proven, and defendable. Our team understands that each client’s facts and circumstances may vary, and our processes allow us to give each client the best output based on their specific situation.


100% of our time is dedicated to tax credits and incentives.


Synergi Partners takes pride in being the “first to know” on new tax legislation, which keeps our clients in compliance and aware of additional benefits.