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.

Watching the 45-day clock tick down on a standard 1031 exchange is every investor's nightmare. Scrambling to find a repl...
10/28/2026

Watching the 45-day clock tick down on a standard 1031 exchange is every investor's nightmare. Scrambling to find a replacement property in six weeks often forces people into overpaying for bad deals just to dodge a tax bill.

That’s why so many investors turn to a "Lazy 1031" strategy instead. By combining a fresh property purchase with a cost segregation study and bonus depreciation, you can generate paper losses to offset your gains, without the stress of IRS exchange deadlines.

With Q4 year-end tax planning now in full swing, planning your exit strategy before you list is the best way to protect your equity.

Let's map out your plan together. Grab a time on our calendar for a quick discovery call: https://scheduler.zoom.us/diana-hollister/discovery-call

If you’re a high earner, real estate investor, or business owner, waiting until April to think about your tax liability ...
10/26/2026

If you’re a high earner, real estate investor, or business owner, waiting until April to think about your tax liability is a recipe for underpayment penalties.

Q4 is the critical window to review your year-to-date earnings and adjust your estimated payments.

Let's keep you penalty-free and optimized. Schedule your consultation: https://scheduler.zoom.us/diana-hollister/discovery-call

If you are looking for a change, we may have just what you need!
10/24/2026

If you are looking for a change, we may have just what you need!

10/21/2026

There comes a point in every growing real estate development firm, property management company, or scaling brokerage where basic bookkeeping is simply no longer enough.

Knowing what happened last month is important, but true growth requires forward-looking strategy. That is where Fractional CFO services come in. By bringing in high-level financial forecasting, cash flow modeling, and structural tax planning, you get executive-level insights that drive profitability without the overhead of a full-time hire.

Let's talk about taking your business to the next level. Schedule your consultation with our advisory team: https://scheduler.zoom.us/diana-hollister/discovery-call

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

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

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