Synergi
Joe Robertson is a seasoned professional with extensive experience in client success and relationship management. Currently serving as the Senior Director of Client Success at Synergi Partners since December 2021, Joe previously worked at ADP as a Sr. Client Relationship Manager, focusing on top Tax Credit Services clients from May 2010 to December 2021. Prior roles include Senior Business Analyst at CSC, Cost Estimator at Paradigm Technologies, and Business and Planning Analyst/Project Management Specialist at Boeing, contributing to significant projects within the Missile Defense Agency and Boeing's Space and Missile Division. Joe's early career included service as a Spanish Linguist in the United States Air Force. Academic credentials comprise an MBA from The University of Alabama, a Bachelor of Business Administration from Athens State University, and an Associate of Arts from Palo Alto College.
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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.