CSM Referral - Synergi Partners

Thank you for choosing and championing Synergi Partners!
Your referral means a lot to us.

Get Started

Do you know a business that could benefit from our services? We believe the best compliment we could receive is for you to refer us to another organization.

Simply fill out the referral form and let your contact know you’ve referred them to us. One of representatives will be in touch with them shortly.

Referral submission form

About You

First Name (required)

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Email (required)

Phone

Sales Rep

Client Success Manager

About Your Contact

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Contact Company Name (required)

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Contact Phone (required)

Number of Employees (required)

Industry

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What Our Clients Say

Our CPA had calculated a tax credit based solely on payroll but Synergi looked into how our daily operations were affected and found an additional $50K in credits.

T&T Construction, Texas
Working with Synergi Partners has been a home run for us. Our CARES Act Employee Retention Credit that we are anticipating is in the millions! For us, this is instrumental in keeping our family-owned business moving full steam ahead. Their diligence, detailed analyzation and patience has made this working relationship so valuable. Thank you!

Family-owned beer and liquor marketing, sales & distribution company
The Synergi Team are plugged in legislatively and have great relationships with the state WOTC coordinators which has really helped us improve turnaround times with the states. We are very pleased with their results.

Texas Roadhouse – Tax Director