Synergi
Ana Lee has a diverse background in finance and tax operations, currently serving as a Tax Operations Manager at Synergi Partners since November 2020, focusing on maximizing tax credits for clients. Prior to this role, Ana held a position in Decision Support at McLeod Health from May 2019 to November 2020. Additionally, Ana worked as an Accountant at WebsterRogers LLP from February 2013 to May 2019 and gained valuable experience as a Financial Analyst at ESAB from June 2007 to February 2013.
Synergi
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.