Sync CPA

10/05/2026

Attended the TaxDome Denver seminar today to learn best practices of our client portal software. Thank you to the TaxDome team for helping me elevate my client’s experience!

07/20/2026

Thank you to the Three Point Mortgage team for hosting a great World Cup final event! For everyone who went, don’t forget to log the trip in your mileage log.

07/07/2026

07/06/2026

Greetings Denver people. You are cordially invited to a World Cup finals watch party Sync CPA is co-sponsoring. The event is put on by friends at Three Point Mortgage. Come drink for free, watch soccer and network a little.

Please RSVP at:

https://partiful.com/e/CJmeYAJP7X5xuOWZFDOT

Join us at Edgewater B**r Garden on July 19 from 12 PM – 5 PM as we watch the biggest match in soccer! Grab a cold drink, enjoy great food, and cheer on your favorite team with friends, family, and fellow fans. 🍻 Drink Specials ⚽ World Cup Final 🌮 Great Food 🎉 Networking & Good Vibes

07/06/2026

Greetings Denver people. You are cordially invited to a World Cup finals watch party Sync CPA is co-sponsoring. The event is put on by friends at Three Point Mortgage. Come drink for free, watch soccer and network a little.
Please RSVP at:
https://f.mtr.cool/kfuazadfty

07/06/2026

First look at the Trump Accounts after the initial $1,000 pilot contribution. Looks like a promising way to help your kids save for their future life. Have questions about Trump accounts? Reach out!

07/04/2026

Trump Account $1,000 pilot contributions have been placed in qualifying accounts today! I am expecting the balance to start moving up and down when the market opens next week.

07/03/2026

Trump Accounts to live tomorrow. Learn about the investment options.

07/01/2026

Attending the IRS webinar today on Trump Accounts

06/27/2026

New pens for promotional purposes. Had to get the Pilot G2s for my favorite clients and soon to be clients!