Jim Ellis, CPA, Director of Small Business & Tax Services and co-founder of Ellis & Associates, CPA’s PA joins Synergy Financial Group as a Financial Consultant. Focusing on personal tax consultation, and financial planning for individuals & business owners, Jim has over 10 years of expertise as a financial consultant, and over 30 years of experience with areas such as auditing, accounting, and taxation. Jim partners with SFG to provide a balanced strategy of financial and tax planning for his clients and we look forward to a successful partnership.  

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Ellis & Assoc. CPA’s PA is not affiliated with, nor endorsed by, LPL Financial or Synergy Financial Group.