About Synergy Tax Services Inc.
Founded in 2024 and based in California, Synergy Tax Services Inc. provides comprehensive tax, accounting, and business advisory solutions to individuals, entrepreneurs, and small businesses. Our core services include tax preparation, tax strategy, entity formation, and ongoing accounting support tailored to each client’s unique goals.
At Synergy Tax Services, we believe in creating long-term partnerships built on trust, accuracy, and proactive planning. Led by CPA and EA Zhiyuan Dan, our firm combines technical expertise with personalized service to help clients achieve clarity and confidence in their financial decisions.
Dan Zhiyuan, CPA, EA, Real Estate Broker
Founder & Principal, Synergy Tax Services Inc.
Zhiyuan Dan is a Certified Public Accountant (CPA), Enrolled Agent (EA), and licensed Real Estate Broker with over six years of experience in tax and accounting services. As the founder of Synergy Tax Services Inc., Zhiyuan combines deep technical expertise with a strategic, client-first approach to help individuals and businesses optimize their financial outcomes.
Zhiyuan’s diverse background in taxation, business structuring, and real estate enables him to offer holistic advice that aligns tax efficiency with long-term financial growth. He is passionate about helping clients navigate complex tax laws, plan proactively, and build sustainable financial strategies.
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