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Schedule your service

Review of your tax & financial situation and potential savings

Check out our availability and book the date and time that works for you

Let's Connect

If you’re dealing with tax exposure, divorce-related financial questions, IRS pressure, or cash flow strain—you don’t have to deal with it alone. Tell me what’s going on; I’ll ask a few focused questions and let you know if I can help.

Typical response time: within 1-2 business days.

General information only—not legal, tax, accounting, investment, or financial advice. Services begin after a signed engagement agreement. See our Privacy Policy for how we handle data.

Address

Based in Winter Haven, Florida

Serving clients remotely

Email

Phone

817-210-4009

(call or text)

Conversations are confidential.  I do not share your information.

© 2025 by Synergy Wealthcare Solutions, LLC.

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