Empowering Your Financial Future, One Client at a Time.

At Synergy in Tax, Accounting, and Consulting, we believe that every business is unique, and so is every business owner. That's why we're dedicated to providing personalized services that cater to your specific needs. Our team of experienced professionals is committed to helping you achieve your financial goals, whether you're a small business owner, a startup, or an individual seeking tax preparation services.

Our Services

We offer a wide range of services to help you navigate the complexities of finance, accounting, and taxation. Our team of experts is equipped to provide customized solutions for your business needs. Here are some of the services we offer:

Tax Preparation and Planning: We specialize in individual and business tax preparation, including tax planning and compliance.
Accounting and Bookkeeping: Our experienced accountants will help you keep your financial records accurate and up-to-date, ensuring that you're always in compliance with tax laws and regulations.
CFO Services: As your Chief Financial Officer, we'll help you make informed financial decisions and provide guidance on financial planning, budgeting, and forecasting.
Consulting and Coaching: Our experienced professionals will work closely with you to develop a comprehensive financial strategy, providing guidance on financial planning, budgeting, and forecasting.
Airbnb Hosting and Hospitality Services: We understand the unique financial needs of Airbnb hosts and hospitality businesses. We'll help you optimize your profits and minimize your tax liability.

Meet Our Team

At Synergy in Tax, Accounting, and Consulting, we're proud to have a team of experienced and certified professionals who are dedicated to providing exceptional service to our clients. Our team members are passionate about their work and are committed to staying up-to-date with the latest developments in finance, accounting, and taxation.

Our Leadership

Our team is led by Angela Bobay, our Account Manager and Senior Accountant, who has over 10 years of experience in the industry. Angela is passionate about nonprofit accounting and small business services. She holds a Bachelor's degree in Finance from the University of Phoenix and a Master's degree in Accountancy from the University of Phoenix.

Meet Our Staff

Our team is comprised of experienced professionals, including Staff Accountant Alicia, who has a Bachelor's degree in Accounting from Northern Arizona University and is currently pursuing her Master's degree in Accounting at the University of Arizona. We also have Office Assistant Alondra, who is studying Business at Coconino Community College, and QuickBooks Online Pro Advisor and Enrolled Agent Latifeh Hammad, who has a Bachelor's degree in Accounting and certifications in QuickBooks Online and as an Enrolled Agent. Our team is rounded out by Heather Wiseman, who brings over 20 years of experience in customer service and operations, and Jay Haney, an Enrolled Agent with 35 years of experience in public and private tax accounting.

Contact Us

We're committed to providing exceptional service to our clients, and we're here to help you achieve your financial goals. Whether you're looking for tax preparation services, accounting and bookkeeping services, CFO services, or consulting and coaching, we're here to help. Contact us today to schedule an appointment or learn more about our services.

Update Share

Positive: The positive comments from the reviewers praised the company's exceptional customer service, quick communication, and competence of the staff.

Negative: One reviewer, Melissa, had a negative experience with poor communication and lack of follow-up, but this was an isolated incident.

Excellent Customer Service

The reviews for Synergy Flagstaff are overwhelmingly positive, with multiple reviewers praising the exceptional service provided by Angela and her team. Reviewers have complimented the team's kindness, knowledge, and professionalism, with several stating that they have never had a bad experience with the company.

Communication is Key

Many reviewers have praised the ease of communication with Synergy Flagstaff, citing quick responses to their questions and concerns. Several reviewers have mentioned that Angela and her team were always available to answer their questions and provide assistance when needed.

Competent and Knowledgeable Staff

Reviewers have also praised the competence and knowledge of the staff, stating that they have provided excellent guidance and advice on a range of financial matters. Several reviewers have mentioned that the staff is proactive in helping clients with tax planning and preparation.

A Few Negative Comments

However, one reviewer, Melissa, had a negative experience with Synergy Flagstaff, citing poor communication and a lack of follow-up after an initial quote. Melissa ultimately chose to take her business elsewhere, citing better service and communication with another accountant.

Overall Impression

Despite the one negative review, the overall impression from the other reviewers is that Synergy Flagstaff provides exceptional service, with a focus on excellent communication, professionalism, and competence.

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