Synergy Financial Services has been serving the Fox Valley Area for over 15 years. Our mission at Synergy Financial Services is to provide value-added services to our clients by assisting them in making educated, intelligent financial decisions in order to realize their financial and life goals. Synergy Financial Services is committed to providing timely, accurate and trusted professional tax, accounting and financial services to support management and personal decision-making. We can help you reach your goals through sound financial guidance, accounting management and strategic tax planning. Our growth has been achieved mostly through client internal growth and new business referrals. We hope to have the opportunity to grow with you soon. We provide the following services:
Tax Planning and Return Preparation
Small Business Accounting and Support of Quickbooks Products
Wealth Planning and Asset Management services
As with all of you, we at Synergy Financial Services are concerned with the challenges posed by the COVID-19 virus. Following the guidance from our local and national health organizations, we are taking precautionary measures to help minimize risk. As a result, we have implemented technology that will allow us to continue to work remotely, if required by law, as well as, to allow our staff to remain safe and with their families, as necessary. As for you, we are equipped with various options to support remote meetings or conference calls in an effort to accommodate the evolving needs of all of our clients. We realize that not all of you will have the availability of technology and there may need to be further accommodations made, which we intend on handling on a case by case basis. For now, our office in both Yorkville and St. Charles will remain open. However, we would like to encourage electronic delivery or even the traditional postal services for communications. It is important that all of us not only look out for our own health and well-being, but that of our fellow neighbors and associates.
For those of you that are tax clients, the federal and local governments have extended tax filing deadlines. Therefore, if your return has not been filed, you are not currently in jeopardy of penalties and interest for late filing or late payments. Note, we do not believe this waiver applies to underpayments if quarterly estimated taxes should have been made in 2019. For those of you that have filed, and are anticipating refunds, we do not believe the current events will delay payment from the federal government. We have not received guidance as to how current events may impact refunds from the State of IL. As all of you should be aware, there are regulatory changes occurring daily. We will continue monitor these changes and once laws are passed or regulations are changed, we will do our best to communicate the relevant information to all of you.
For those clients that are engaged in both financial planning and asset management or insurance services, we deeply understand the emotional and sensitive nature to each of your unique circumstances. As a result, please know that even if we are unable to meet face to face, we are committed to addressing each of your needs and concerns. That said, it is vitally important for any of you that may be experiencing significant changes in your needs and/or lifestyles to communicate this to us in order to determine if this short-term volatility will have a significant impact in the long-range plans that we have worked hard to assist you in implementing. We are only a telephone call or email away. Otherwise, please know that we continue to monitor the capital markets and the actions being taken by our governing administrations to better understand the affects current events will have on each of your long-term goals and objectives.
All of us at Synergy Financial Services greatly appreciate your trust and understanding as we navigate during these unprecedented times. We look forward to returning to normal operations in the near future.