Synergy CPA Group, LLC

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Synergy CPA Group, LLC Welcome to Synergy CPA Group! We strive to build strong and lasting relationships with our clients, and our mission is to deliver nothing short of the best.

We excel in providing exceptional tax, financial, and consulting services to our clients with an unwavering dedication to excellence and integrity. Our expertise lies in crafting innovative and forward-looking strategies that empower small businesses, real estate, and financial portfolios to thrive in today's fast-paced economy.

If you’ve ever generated significant paper losses on your real estate portfolio, only to be told they’re "trapped" in pa...
10/19/2026

If you’ve ever generated significant paper losses on your real estate portfolio, only to be told they’re "trapped" in passive status, you know how frustrating that can be. Many investors assume that simply owning real estate is enough, but the IRS automatically classifies rental activities as passive by default.

The breakthrough for high earners often comes through Real Estate Professional Status (REPS). But here is the critical detail many accountants overlook: qualifying for REPS is only step one; you must also satisfy the IRS material participation tests for your properties.

When both conditions are met—and backed by immaculate time-tracking—those passive loss restrictions lift, allowing you to use rental paper losses to offset active W-2 or business income legally and safely.

Tax strategies this powerful require strict compliance and expert structuring. Want to see if your portfolio and time commitment qualify?

Let's map it out together. Book a discovery call with our team: https://scheduler.zoom.us/diana-hollister/discovery-call

Ever take a look at your business accounting and feel like you're staring at a bowl of spaghetti? Multi-entity transfers...
10/17/2026

Ever take a look at your business accounting and feel like you're staring at a bowl of spaghetti? Multi-entity transfers, split broker fees, unorganized receipts... it gets tangled fast.

Happy National Pasta Day! 🍝 Today is the ultimate excuse to take a break and indulge in your favorite meal. But when it comes to your financial strategy, you shouldn't have to deal with a tangled mess.

Proactive tax advisory turns financial complexity into a clean, streamlined system so you can keep more of what you earn. Enjoy the weekend carb-load!

10/16/2026

Operating as a single-member LLC is fantastic when you're starting out, but once your net income crosses a certain threshold, self-employment taxes start taking a massive bite out of your profits.

Transitioning to an S-Corp election can unlock significant payroll tax savings, if and only if it's done at the right time. Timing is everything with entity structuring, and rushing the switch too early or too late can cost you thousands.

Let’s evaluate your numbers together. Book your discovery call: https://scheduler.zoom.us/diana-hollister/discovery-call

Zorro here! 🐾 As the unofficial office assistant at Synergy CPA Group, I decided to take over the keyboard for National ...
10/16/2026

Zorro here! 🐾 As the unofficial office assistant at Synergy CPA Group, I decided to take over the keyboard for National Boss’s Day to talk about my favorite human, Michelle.

My performance reviews mostly consist of belly rubs and tasty treats, but I watch her work every day, and I have to say—she is top-tier. Happy Boss’s Day, Michelle! Thank you for being an incredible leader to our team and a powerhouse for our clients.

Behind every great tax strategy and balanced ledger is a dedicated team of experts who genuinely love putting the puzzle...
10/15/2026

Behind every great tax strategy and balanced ledger is a dedicated team of experts who genuinely love putting the puzzle pieces together for our clients.

Ready to work with a team that truly cares? Book your virtual discovery call with us today: https://scheduler.zoom.us/diana-hollister/discovery-call

Profit and cash are two entirely different animals. Your profit and loss statement might look fantastic on paper, but if...
10/15/2026

Profit and cash are two entirely different animals. Your profit and loss statement might look fantastic on paper, but if that cash is constantly flowing right back out toward debt, equipment inventory, owner distributions, taxes, and growth, your bank account can still feel completely empty.

That is why we don't just look at whether your business is making money. We look closely at where that money is actually going and how you can keep more of it where it belongs. Making money is one thing, but keeping it is where real strategy comes into play.

Let's optimize your cash flow together. Book your discovery call with our team: https://scheduler.zoom.us/diana-hollister/discovery-call

It’s incredibly common to assume your past tax returns are bulletproof just because a professional filed them. But here ...
10/14/2026

It’s incredibly common to assume your past tax returns are bulletproof just because a professional filed them. But here is the reality we see every day: rushed tax filing often leaves serious money on the table.

When we sit down with new clients and run a complimentary three-year review, we consistently uncover thousands of dollars in missed deductions and overlooked strategies. We actually found an extra $9,000 for one client just by taking a second look at their historical numbers!

You work way too hard to let your wealth sit with the IRS. Let’s take a fresh, no-pressure look at your past returns and make sure you are keeping what is yours. Grab some time for a quick discovery call with our team: https://scheduler.zoom.us/diana-hollister/discovery-call

Real estate is fast-paced. Between irregular commission checks, split broker fees, staging costs, and marketing expenses...
10/13/2026

Real estate is fast-paced. Between irregular commission checks, split broker fees, staging costs, and marketing expenses, your true cash flow can get completely lost in the shuffle. But here is the thing: clean books don't just save you from a massive headache at tax time. They give you absolute clarity on your actual take-home pay so you can make confident, aggressive business decisions.

You should be spending your time serving clients and closing deals, not fighting with spreadsheets on a Sunday night. Let our team handle the numbers. Book a discovery call with us today: https://scheduler.zoom.us/diana-hollister/discovery-call

10/12/2026

Real estate sales move at lightning speed, and when you are focused on closing deals for clients, tracking daily administrative expenses often gets pushed to the back burner. Unfortunately, that is where costly tax mistakes happen.

Clean books and proper structuring shouldn't be an afterthought. Let us handle the numbers so you can focus on selling. Book a call with our team: https://scheduler.zoom.us/diana-hollister/discovery-call

We see so many investors scrambling during tax season, frustrated by a massive bill they didn't see coming. But here is ...
10/08/2026

We see so many investors scrambling during tax season, frustrated by a massive bill they didn't see coming. But here is the truth: your April bottom line is actually decided right now, during Q4 year-end planning.

October is the exact moment we need to transition from just reactive filing to proactive tax planning. By reviewing things like your passive activity loss rules and lining up your final asset moves before the year closes, we can keep more of your capital where it belongs.

You work way too hard to build your portfolio just to hand the profits back to the IRS. Let's sit down and map out your year-end game plan while we still have time to make an impact.

Book a discovery call with our advisory team: https://scheduler.zoom.us/diana-hollister/discovery-call

Address

6300 S Syracuse Way, Ste 150
Centennial, CO
80111

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+13033359692

Website

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