Synergy Business Group is a franchisee of Vertical Business Solutions. We are able to market our services at $ (0) - No Cost to existing businesses due to our "partnership" relationship. The P&T System allows insurance agents, banks, attorneys, auto dealers (and others we call Tax Partners) to offer tax preparation and tax refund fulfillment services to their existing clients. Our Tax Partners lov
e it because they do not need any additional equipment, time, or resources to capitalize on this opportunity. No licensing is required since tax returns are prepared and efiled to the IRS by our CPAs and Enrolled Agents in Cincinnati, OH. Better yet, their clients are glad to have their taxes prepared by someone they already have a relationship with rather than a tax franchise shop down the street who locks their doors 8 months a year. The P&T System provides Tax Partners additional revenue from existing customers bringing value and convenience to all parties. In addition, our Tax Partners are now able to deliver their customer’s tax refund to their client in person. This empowers our Tax Partners to cross sell their core business service or product (i.e. insurance, financial products, cars, etc.) You will love the system because you can develop a new profitable line of business with no investment. You make money on the very first tax return!!!
