Stop Overpaying the IRS. Build Your Wealth Strategy.
Denver’s modern CPA firm for real estate investors, scale-ups, and business owners doing $250K+.
Most accountants just look in the rearview mirror once a year. We look ahead. Synergy CPA Group delivers proactive tax strategies, real estate portfolio optimization, and CFO-level advisory, so you can stop stressing over basic compliance and start compounding your wealth.
You’ve Outgrown Basic Bookkeeping. (And So Have We.)
If your current accountant only reaches out in April, hands you a messy ledger, or treats you like a file number, you're leaving real money on the table.
We don't organize shoeboxes of receipts or offer generic "tax prep." We partner with ambitious real estate investors and business owners generating $250K+ who demand proactive tax reduction, strategic entity structuring, and year-round financial clarity.
Real Estate Tax Mastery
Maximize cash flow with 1031 exchanges, cost segregation, and portfolio tax planning.
Proactive Tax Engineering
We don't just report financial history; we engineer your tax savings before year-end.
Executive CFO Guidance
Scale profitably with real-time cash flow forecasting and margin optimization.
IRS & State Resolution
Got a notice or a delayed refund? We step into the ring with the IRS so you don't have to.
"Where’s My Refund?" Stuck in IRS Limbo?
Automated flags and IRS delays are holding up real money for business owners. As Denver tax resolution experts, we step in, decode the notice, and push the IRS to release your funds.
Our Accounting & Tax Services
We offer comprehensive, concierge-level solutions tailored to your industry and goals.
Core Services
Accounting & Bookkeeping
Accurate, up-to-date financial records give business owners clarity and control over their numbers. Clean bookkeeping supports smarter decisions, better cash flow management, and easier tax preparation.
Tax Preparation & Filing
Accurate, compliant tax returns help minimize risk while ensuring no deductions are missed. Business owners and individuals can move forward confidently knowing filings are handled correctly and on time.
Tax Consulting & Strategic Tax Planning
Strategic tax planning helps reduce long-term tax liability while staying fully compliant. Proactive consulting ensures tax decisions align with financial and business goals year after year.
Fractional CFO Services
CFO-level financial insight helps businesses forecast cash flow, improve profitability, and plan for growth. This service provides executive-level guidance without the cost of a full-time CFO.
Payroll Processing
Reliable payroll processing ensures employees are paid accurately and on time. Compliance support reduces errors, penalties, and administrative stress.
Business Consulting
Clear financial insights turn raw numbers into actionable business strategies. Consulting support helps improve margins, strengthen cash flow, and guide confident decision-making.
Estate & Succession Planning
Thoughtful estate and succession planning protects wealth and supports a smooth transition to the next generation. Tax-efficient strategies help preserve assets and long-term value.
Core Services
Accounting & Bookkeeping
Accurate, up-to-date financial records give business owners clarity and control over their numbers. Clean bookkeeping supports smarter decisions, better cash flow management, and easier tax preparation.
Tax Preparation & Filing
Accurate, compliant tax returns help minimize risk while ensuring no deductions are missed. Business owners and individuals can move forward confidently knowing filings are handled correctly and on time.
Tax Consulting & Strategic Tax Planning
Strategic tax planning helps reduce long-term tax liability while staying fully compliant. Proactive consulting ensures tax decisions align with financial and business goals year after year.
Fractional CFO Services
CFO-level financial insight helps businesses forecast cash flow, improve profitability, and plan for growth. This service provides executive-level guidance without the cost of a full-time CFO.
Payroll Processing
Reliable payroll processing ensures employees are paid accurately and on time. Compliance support reduces errors, penalties, and administrative stress.
Business Consulting
Clear financial insights turn raw numbers into actionable business strategies. Consulting support helps improve margins, strengthen cash flow, and guide confident decision-making.
Estate & Succession Planning
Thoughtful estate and succession planning protects wealth and supports a smooth transition to the next generation. Tax-efficient strategies help preserve assets and long-term value.
Specialized Services
Small Business Tax & Accounting
Tax and accounting support designed to meet the needs of growing small businesses. Clear reporting and proactive planning help owners stay compliant while improving profitability.
Real Estate Portfolio Analysis & Review
In-depth portfolio analysis helps real estate investors understand performance, cash flow, and tax efficiency. Strategic insights support smarter acquisition, holding, and exit decisions.
High Net Worth Tax Consulting
Advanced tax strategies help high-net-worth individuals and accredited businesses minimize exposure while protecting long-term wealth. Planning is tailored to complex income structures, investments, and estate considerations.
Concierge Accounting Services
Concierge-level accounting provides hands-on support for clients who want a higher level of service and responsiveness. This approach delivers peace of mind through personalized attention and proactive guidance.
Tax & Accounting Expertise Across Key Industries
Tax strategy shouldn’t be one-size-fits-all. Businesses across Denver rely on industry-specific accounting and tax planning designed to support compliance, profitability, and long-term growth.
Our deep experience across multiple sectors allows our financial strategies to align with how each business actually operates, not just how the numbers look on paper.
- Real Estate Investors & Real Estate Teams
- Medical, Dental, Veterinary & MedSpa Practices
- Attorneys & Law Firms
- Construction Companies & General Contractors
- Professional Services Firms
- Retail Businesses & Restaurants
Why Businesses Choose Synergy CPA Group
Many Denver CPA firms focus on compliance alone. Synergy CPA Group is built around long-term partnership and strategic guidance, one reason clients continue working with the firm year after year.
Proactive Tax Planning
Forward-looking strategies designed to support smarter decisions throughout the year.
Industry-Specific Expertise
Tailored guidance based on real-world experience across key industries.
Clear, Transparent Communication
Straightforward insights that make financial decisions easier to understand.
Strategic Tax Savings
Customized planning aligned with long-term financial and business goals.
Concierge-Level Support
Personalized service and consistent access to experienced professionals.
What Our Clients Say
Working with the right Denver CPA firm makes a measurable difference, especially when financial clarity replaces stress and uncertainty. Here’s what our clients have to say about us:
★★★★★
Diana was absolutely amazing in answering my questions and getting me connected with Michelle. I strongly recommend them for your small business needs! Very communicative and work in a timely manner.
-Shane D.
Meet Our Chief Morale Officer: Zorro
Every high-performing financial team needs a secret weapon. At Synergy CPA Group, that’s Zorro. Armed with zero knowledge of the tax code but 10/10 office vibes, Zorro heads our Morale Department to keep stress low and energy high. While Michelle and the team engineer your wealth strategy, Zorro makes sure working with your CPA is actually enjoyable.
What You Can Expect When You Work With Us
Schedule a Discovery Call
We Review Your Financial and Tax Situation
You Receive a Customized Strategy
We Handle the Numbers -You Focus on Growth
Frequently Asked Questions
What makes Synergy CPA Group different from traditional Denver CPA firms?
Traditional CPAs focus on backward-looking tax compliance. Synergy CPA Group operates as a proactive strategic partner for businesses making $250K+ and real estate investors. We combine high-level tax planning, real estate tax strategies, and fractional CFO advisory to actively lower your tax burden year-round.
Do you work with real estate investors and teams?
Yes. Real estate tax strategy is our primary specialty. Founded by Michelle Luevane, a licensed CPA, Master of Taxation, and Realtor. We specialize in 1031 exchanges, short-term rental strategies, passive loss rules, and portfolio performance reviews.
Do you work with small to midsize businesses and high-net-worth individuals?
Yes. We specialize in both, offering scalable solutions tailored to your complexity and goals. View Our Industry-Specific Business Solutions.
Does Synergy CPA Group provide year-round service?
We are here for you twelve months a year, not just during tax season. Whether you have a simple tax question, need advice on the tax implications of a business decision, or want clarification on a government notice, feel free to give us a call.
Accounting & Tax Done Right, Done For You
Schedule a consultation with Synergy CPA Group and see what working with a forward-thinking Denver CPA firm feels like.
