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Schedule your service

For active clients—updates, questions, decisions

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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