Synergy Partner — Accountant

It has been some time since we financed your home and I wanted to check in and see how things are going.

Throughout the process I made it clear that we consider you a customer for life. In this regard, feel free to call or email me at any time to ask questions about your mortgage, the market and any changes that might be occurring in your financial situation.

Below you will find information from a Certified Public Accountant I work with on a regular basis as well as a Special Article on taxes. Since it is approaching tax time, I thought you might be interested in the subject of the article–The Tax Benefits of Owning.

As a partner of ours, the firm provides special rates for tax preparation for our customers or tax advice. If you call, do mention our name.

If you know of anyone who might be interested in receiving this article or otherwise may be interested in purchasing or refinancing a home–I would appreciate hearing from you. As you know, my business is built through referrals from satisfied customers.

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