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Contact

Prefer a message instead of a call?
Send a note below and I’ll reply within 2 business days.

I help business owners and high earners making over $150k pear year uncover hidden cash in their businesses, eliminate financial guesswork, and bring structure to the chaos behind the scenes. Instead of just staying busy, you'll start making confident, strategic decisions that actually move you forward.

 

Share a few lines about your situation and the outcome you’re aiming for, and I’ll point you to the best next step.

Let's Chat

What should I include?

  • Your goal (e.g., lower tax bill, resolve IRS notice, stabilize cash flow)

  • Any deadlines or notices (letter number/date helps)

  • How you prefer to follow up (email or quick call)

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Please don't send any personal or confidential information. 

I'll request anything sensitive through a secure portal.

Thanks—your message has been sent. I’ll reply within 2 business days with next steps. If a deadline is approaching, feel free to book a discovery call now.

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.

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Typical response time: within 1-2 business days.

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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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