iSynergyCPA

Synergy Consultants & CPAs is an advisory and accounting firm serving dentists, medical professionals, and healthcare entrepreneurs across the United States. Its dental-focused team combines CPA services with business and financial guidance to help clients improve practice performance, make informed decisions, and build long-term wealth. The firm’s services include accounting, proactive tax planning, business consulting, profitability and EBITDA optimization, financial planning, and wealth management.

It also advises on practice valuation, mergers and acquisitions, practice transitions, and dental service organization (DSO) matters. Additional offerings include estate planning, asset protection, and life and disability insurance guidance. Synergy emphasizes customized strategies that connect a client’s practice, investments, and long-term objectives, with attention to tax savings, capital allocation, and risk-adjusted investment returns.

The firm also provides leadership development to support stronger teams, clearer decision-making, and practice growth. Through educational events and programs, Synergy shares financial, tax, and business insights tailored to dental professionals. Its stated mission is to help clients build, protect, and grow their wealth through integrated advisory services