Strategic Tax & Financial Solutions for Lasting Success
Partner with a trusted CPA-led firm dedicated to helping you optimize
your taxes, structure your business, and grow your wealth with clarity and confidence.
Tax Preparation & Planning
Ensure accuracy and compliance while reducing your tax burden through proactive strategies.
Our Services
Comprehensive Solutions for Individuals & Businesses
Tax Strategy & Consulting
Optimize business performance and wealth management with forward-looking tax and financial insights.
Entity Formation & Structuring
Set your business up for long-term success with expert guidance on choosing the right structure.
Ongoing Accounting & Advisory
Get reliable financial management and tailored advice to support your personal and professional growth.
Meet Zhiyuan Dan, CPA, EA, Real Estate Broker
Founder & Principal, Synergy Tax Services Inc.
Dan Zhiyuan 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. Through Synergy Tax Services, Zhiyuan integrates technical expertise with a personalized, strategic approach, helping clients unlock financial efficiency and long-term growth.
Why Choose Synergy Tax Services
CPA & EA Expertise: Certified knowledge you can trust for both state and federal tax matters.
Personalized Approach: Every client receives a tailored plan built around specific goals.
Holistic Insight: Deep experience in taxation, business structuring, and real estate.
Proactive Planning: We help you look ahead to avoid issues and maximize opportunities.
Client-Focused Partnership: Our success depends on your satisfaction and confidence.
