Synergy Financial Services is located at both 651 Prairie Pointe Dr., Suite 105, Yorkville, Illinois and 218 Riverside Ave., Suite A, St. Charles, Illinois.  We provide the following services:
  • Tax Planning and Return Preparation 
  • Small Business Accounting and Support of Quickbooks Products
  • Wealth Planning* and Asset Management services

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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.
QuickBooks Certified ProAdvisor - QuickBooks Certification
QuickBooks Certified ProAdvisor - QuickBooks Online Certification

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218 Riverside Ave., Suite A
St. Charles, IL 60174
Phone 630-377-1040
Fax 630-377-1081
651 Prairie Pointe Dr., Suite 105
Yorkville, IL  60560 
Phone 630-553-6566
Fax 630-553-2479

2018 Synergy Financial Services. All rights reserved.