Synergistic Pros Accounting | Small Business Experts

Discover How We Can Partner for your Growth

Powering Tax Services Behind the Scenes

We'd welcome the opportunity to explore how a partnership could support your customers and strengthen your platform. Let's schedule a brief conversation to walk through your needs and outline how we can support your organization.

Synergistic Pros enables workflow management platforms that offer payroll services to offer fully managed, revenue-generating tax services without adding operational burden, staffing, or compliance risk. We operate as your behind-the-scenes tax engine—allowing you to strengthen client retention, expand your service offering, and unlock new revenue streams.

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Core Capabilities

Scalable Processing Capacity

Dedicated Support for Tax-Related Questions

Tax Preparation and Filing

Confirmation and Documentation Management

Why Partner With Us?

New Revenue Stream

Earn compensation on every processed return—no additional staffing, training, or infrastructure required.

Zero Operational Lift

We manage all tax operations behind the scenes:

No hiring
No compliance burden
No workflow disruption
No customer support load

Referral Client Tax Preparation Questionnaire

Basics

Filing Status

State(s) You’ll Need to File In

Total W-2s This Year

Default 1; Over 3 Flags $10 Add-on Each

Side Income

Did You Have Self-Employment or Side-Gig Income This Year?

(1099-Nec, Cash, App-Based Work Like Delivery, Etc.)

Continue only if you answered "yes" to the previous question.

If you selected "no", skip directly to the "Rental, Investments, Pass-Through Income" section.

How Much Did This Work Bring In Before Expenses?

Was This From More Than One Business?

(If Yes) Which of These Apply? (Select All That Apply)

I track actual vehicle expenses (not standard mileage) I claim depreciation on equipment or assetsI have employees or issued 1099s to contractorsI deduct actual home office expenses (not the simplified method)

Rental, Investments, Pass-Through Income

Did You Receive Rental Income This Year?

Did You Receive a 1099-DIV, 1099-Int, or 1099-B?

Do You Own an S-Corp or Partnership That Issues You a K-1?

Business Owner Branch

Do You Also Need a Business/Corporate Return Prepared?

If No, Skip to Additional Services

(If Yes) Entity Type

(If Yes) Approximate Annual Revenue

(If Yes) Number of Business Locations

(If Yes) Number of States the Business Operates In

(If Yes) Are Your Books Current and Reconciled?

(Quickbooks, Xero, or Similar)

Additional Services (Optional)

Additional Services (Select All That Apply)

Custom Quote Path

Based on your answers, your return needs a closer look before we can quote a flat price. Leave your contact info and we'll follow up with a custom quote within 5 business days.

Name

Phone