Synergi Partners, Inc. (“Synergi”) is the largest privately owned tax credit, incentive consulting, processing company in the United States and is operated by tax credit industry veterans with more than 40 years of experience. Synergi specializes in maximizing federal and state tax credit programs, as well as disaster relief incentives for employers across the United States, including Puerto Rico. While many companies offer consulting services for tax credits and incentives, very few are 100% focused on these services alone.
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 maximize credit and incentive values for our clients. Synergi is also staffed with an experienced in-house legal team which reviews and interprets tax credit and incentive legislation to ensure our processes are aligned with the law and monitors for any changes or updates which may impact our clients.
There are many companies that offer tax credit and business incentive consulting services — there is only one that is 100% focused on it. Synergi Partners is made up of hard working, passionate, smart, and motivated individuals who have made significant contributions to the tax incentives industry over the past 40 years. Our tax credit veterans share industry experience in analyzing, processing, and maximizing federal, state, and disaster relief tax credits.
Members of our executive team began their careers at the inception of the Targeted Jobs Tax Credit (TJTC) which was eventually replaced with the Work Opportunity Tax Credit (WOTC). Throughout the years, our executives were involved in building the largest tax credit practice in the country that served dozens of Fortune 500 companies as well as thousands of small to mid-size businesses, which was successfully acquired by one of the largest payroll and human capital management companies, Automatic Data Processing (ADP).
Synergi Partners was founded as a result of a simple observation: the tax credit industry had become passionless and stagnant, and tax incentives was just a small segment offered by large diverse organizations. The goal was to bring meticulous focus and tenacity back into the tax credit and business incentives world while providing industry leading service and delivering maximum value for our clients.
The partners, executives and management team’s roles at Big 4 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 and business incentives.
There are many companies that offer tax credit and incentive consulting services. There are very few that are 100% focused on it. Comprised of tax credit veterans with 40 years of industry experience serving clients of all sizes and in virtually all industries, Synergi Partners specializes in helping employers obtain federal and state tax credits as well as disaster relief incentives.
With an executive team made up of thought leaders who have made significant contributions to the tax incentives industry, Synergi Partners’ mission is to provide the best service available and to achieve maximum value for its clients. Our process involves researching each piece of legislation to understand the qualifications for each tax credit opportunity in-depth. This information is then recorded in our innovative, proprietary software so each client candidate, new hire, and location can be matched against the latest eligibility requirements and applicable incentives.
The Synergi Difference
Our innovative development team has created proprietary software to record, track, and process existing tax credit recovery opportunities.
100% of our time is dedicated to tax credits & incentives. We specialize in finding, tracking, and processing tax credits – that’s our sole focus.
Our comprehensive processes involve researching the legislation to understand the qualifications for each tax credit opportunity with an output that is digestible for our clients that maximizes benefits.