Welcome to Synergy Tax & Accounting!
Real People – Real Help.
Making Taxes and
Accounting Clear for You
- I'm Nancy, and I started Synergy with a mission close to my heart: to create a place where hardworking people like you feel understood, supported, and genuinely valued.
What We Stand For
At Synergy Tax and Accounting, we’re here because we truly care about making a difference in the lives of our clients, in our community, and for each other. Our goal is to be a little better than we were yesterday, always learning and looking for ways to ease the stress of finances and taxes. We believe in making people feel welcome and comfortable asking questions and finding real support. Together, we’re on a journey of growth, driven by a shared commitment to help.
What We Stand For
At Synergy Tax and Accounting, we’re here because we truly care about making a difference in the lives of our clients, in our community, and for each other. Our goal is to be a little better than we were yesterday, always learning and looking for ways to ease the stress of finances and taxes. We believe in making people feel welcome and comfortable asking questions and finding real support. Together, we’re on a journey of growth, driven by a shared commitment to help.
Our Services
At Synergy Tax & Accounting, we’re here to bring you peace of mind and clarity with solutions that fit your life and business. Here’s how we can work together to support your success:
Tax Preparation & Planning
We understand that tax season can bring about stress and anxiety, but you don’t have to face it alone. Together, we’ll navigate your taxes, making the process smoother and more manageable; however, tax preparation is just one piece of the puzzle—proactive tax planning is equally important. With years of expertise, we’ll help you stay compliant with tax regulations while keeping more of what you earn. Let’s build a strategy tailored to you, so you’re not only ready for tax season but also prepared for the future.
Accounting Services
Good financial information is a valuable tool, and we can keep your books organized and ready for you. From bookkeeping to payroll, we handle the details behind the scenes, so you have accurate, up-to-date insights into your business. With clear, reliable information at your fingertips, you’ll feel confident making decisions that help your business grow.
Business Consulting
Running a business is a big adventure, and it’s one we’re excited to share with you. Whether you’re just starting out or working to reach new milestones, we’re here to offer guidance tailored to your vision and goals. Together, we’ll explore strategies, tackle challenges, and make plans that bring your dreams closer to reality. With us by your side, you’ll feel confident in every decision, knowing you have a trusted partner who cares about your success.
About Nancy
I know firsthand the challenges and rewards of running a business, and that experience shapes the way I approach accounting. My journey began in 1999 when my husband and I started our own business, and I handled all the bookkeeping. I loved seeing how organized finances could help us grow, which sparked a passion that led me back to school—even as a mother of three young children. Originally, I majored in Business and Marketing, but after my first accounting class, I found my calling and switched to Public Accounting.
While in school, I gained hands-on experience interning at a local accounting office and then at Eide Bailly, a top 25 accounting firm. After graduating from Colorado Mesa University, I joined Eide Bailly full-time and dedicated 13 years there, gaining extensive experience working with individuals and businesses and passing the CPA exam. In 2020, I partnered with another CPA to co-own a firm. After four rewarding years, I founded Synergy Tax & Accounting to focus on what truly drives me: making a difference for clients by providing genuine, down-to-earth support.
My mission is to help ease the stress clients face surrounding finances and taxes, drawing on my own business experience to provide advice that’s both practical and empathetic. Giving back is also essential to me, and I am especially passionate about supporting veterans and contributing to my community. When I’m not working, you’ll likely find me outdoors with my wonderful family, exploring the mountains, beaches, and new places on our travels.
About Nancy
I know firsthand the challenges and rewards of running a business, and that experience shapes the way I approach accounting. My journey began in 1999 when my husband and I started our own business, and I handled all the bookkeeping. I loved seeing how organized finances could help us grow, which sparked a passion that led me back to school—even as a mother of three young children. Originally, I majored in Business and Marketing, but after my first accounting class, I found my calling and switched to Public Accounting.
While in school, I gained hands-on experience interning at a local accounting office and then at Eide Bailly, a top 25 accounting firm. After graduating from Colorado Mesa University, I joined Eide Bailly full-time and dedicated 13 years there, gaining extensive experience working with individuals and businesses and passing the CPA exam. In 2020, I partnered with another CPA to co-own a firm. After four rewarding years, I founded Synergy Tax & Accounting to focus on what truly drives me: making a difference for clients by providing genuine, down-to-earth support.
My mission is to help ease the stress clients face surrounding finances and taxes, drawing on my own business experience to provide advice that’s both practical and empathetic. Giving back is also essential to me, and I am especially passionate about supporting veterans and contributing to my community. When I’m not working, you’ll likely find me outdoors with my wonderful family, exploring the mountains, beaches, and new places on our travels.
Employees
Derek
Derek, a proud U.S. Army Veteran from Palisade, brings a spirit of dedication and service to our team at Synergy Tax and Accounting.
With an Associate of Applied Science in Sustainable Agriculture and currently pursuing a Bachelor of Science in Accounting, Derek’s goal is to earn his Certified Public Accountant and Accredited Financial Counselor certifications to deepen his ability to support our clients.
Outside of work, Derek enjoys the outdoors with his two dogs and crafting with his cat by his side. He dreams of helping clients while building a homestead with his partner, truly living his values of hard work and care.
LeAnn
LeAnn brings a wealth of experience to our team, with over 20 years in financial compliance, a heart for service, and a knack for making complex regulations approachable. She began her career at a small bank in Hotchkiss, where she built a compliance program from the ground up and has since guided community banks and FinTech companies through regulatory challenges.
LeAnn loves designing programs that make life easier for others, helping them feel confident in their roles. She holds a BBA in Human Resource Management from CMU and certifications in Community Bank Compliance and BSA/AML. Outside of work, LeAnn is a proud 4-H leader and loves raising her family in Western Colorado.
Ana
Ana has called the Grand Valley home for over 23 years, bringing her expertise and a deep commitment to the community to our Synergy Tax & Accounting team.
A Colorado Mesa University graduate with a degree in Public Accounting and a minor in Business Administration, Ana spent ten years at Hilltop, a local organization dedicated to community support, as a Senior Services Business Analyst, followed by two years at Family Health West as a Financial and Performance Analyst. Fluent in Portuguese, Ana is passionate about making clients feel welcome and cared for.
Outside of work, she loves exploring the outdoors and making memories with her family. Ana is thrilled to be part of the Synergy team, where she combines her love for people and accounting to serve the community she treasures.
FAQs - Got Questions: We've Got Answers
We Know You're Focused on Making Your Business a Success – Let Us Help Make Tax Season Easier.
Running a business while balancing a busy and full life is demanding, and at Synergy, we know that tax season only adds to the load. You're working hard to grow and sustain your business; the last thing you need is to keep up to date on every change in our complex tax code. That's why we're here—to be the resource that makes tax season smoother, simpler, and more manageable. Here's what you can expect from us as we help you take on tax season:
- Easy Setup with Your Online Account
- Clear Communication with Engagement Letters & Fee Quotes
- Stress-Free Document Uploads
- Focus on Your Business While We Handle the Details
That's completely okay! We're here to make the process easy and approachable, no matter your level of experience. During our first meeting, we'll get to know you and your business goals, walk you through how we can help, and answer any questions you have. We aim to provide clear, simple guidance every step of the way so you feel confident and supported.
Choosing the right services can feel challenging, but that's where we come in! We'll start by discussing your business's unique needs and goals. Based on our conversation, we'll recommend services that fit where you are now and can grow with you as your business evolves. Our goal is to offer personalized support that's aligned with your vision.
Absolutely! We understand that life and business can get hectic, and it's common for books to feel out of control. No matter the current state of your records, we're here to help you get things organized and running smoothly. We'll work with you at a pace that feels comfortable so you can focus on what you do best while we handle the details.
Yes, at Synergy Tax & Accounting, we're here to help individuals as well as businesses. Whether you need help with personal tax preparation, planning, or general financial guidance, we're happy to work with you. We aim to ensure you feel supported and confident about your finances, no matter your situation.
