Sun Lion Financial Group

Empowering Your Financial Future in Rochester NY

Empowering Rochester's finances with transparent tax prep, bookkeeping, and business formation services. Tailored for individuals, small businesses, and nonprofits. Upfront pricing, 10% bundled discounts—no surprises. Schedule your free 30-min consultation today!

About Us

Supporting Business Like Yours

Sun Lion Financial Group provides professional tax preparation, bookkeeping, and business formation for entrepreneurs across Rochester and Monroe County. We simplify New York State compliance and maximize your deductions, offering the strategic support local small businesses and nonprofits need to thrive.

Our Services

Our Expertise

We offer a wide range of services to meet your tax filling needs

Tax Preparation

Expert individual and business tax filing starting at $300. State returns included with no extra fees. We maximize deductions and ensure compliance so you keep more of what you earn.

Pay on refund options available as well!

Entity Formation

Launch your business the right way. LLC, S-Corp, C-Corp, and nonprofit formations starting at $750, including filings, EIN setup, and custom operating agreements.

Bookkeeping

Accurate, hassle-free bookkeeping with plans from $250/month. Bank reconciliation, financial reports, and AR/AP tracking—everything you need to stay organized year-round.

Fractional CFO

Strategic financial leadership without the full-time cost. Cash flow management, budgeting, KPI reporting, and growth planning starting at $1,500/month.

Non-Profit Accounting

Dedicated support for nonprofits. Form 990 filing from $150, tax-exempt formation, fund accounting, and compliance guidance to keep your mission on track.