Synergi specializes in processing federal and state tax credits for employers across the United States and Puerto Rico. The company was founded by tax credit veterans who have made significant contributions to the tax incentive industry. Synergi’s deep understanding of the evolving tax legislation and thorough processes allows clients to file tax credits with confidence.

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Synergi

Synergi's headquarters in Florence, SC, United States

James Brown

Jim Warner

Alexis Reynolds

Eric Duncan

Larry Feinstein

Ashley Hogsette

The Sales and Business Development team at Synergi is responsible for driving client acquisition and fostering relationships with businesses seeking expertise in federal and state tax credits. They engage small and large enterprises across the U.S. and Puerto Rico, educating them on tax incentives and guiding them through the application process. This team's efforts ensure that clients maximize their benefits while navigating the complex landscape of tax legislation.

Sales and Business Development

The Client Success and Support team at Synergi is dedicated to ensuring that clients receive optimal value from their tax credit processing services. They proactively engage with clients to address inquiries, provide guidance on tax legislation, and facilitate a seamless experience throughout the tax credit filing process. This team plays a crucial role in fostering long-term client relationships, enhancing satisfaction, and driving the successful realization of tax incentives for employers.

Client Success and Support

This department manages and oversees the operations and client success related to Work Opportunity Tax Credit programs.

WOTC Operations

This department manages audits, compliance, and support services related to financial operations.

Financial Oversight

This department oversees and ensures adherence to regulatory requirements and internal policies.

Compliance Department

This department analyzes data to provide insights and support decision-making across the organization.

Synergi

Org chart

Teams

Sales and Business Development

Client Success and Support

WOTC Operations

Financial Oversight

Compliance Department

Data Analytics

Offices

Synergi

Org chart

Teams

Sales and Business Development

Client Success and Support

WOTC Operations

Financial Oversight

Compliance Department

Data Analytics

Offices

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