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Last Updated April 1, 2025

Client Review on The Sunderland Group, Inc.
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We have worked together with the Sunderland Group for a number of years now and each year gets better! Their client portal is so easy to use to review all of our business and personal finance and tax documents. The Sunderland Group sets specific dates to submit documents for tax time and those dates are very clear. We have learned that it is very valuable to meet with Mark on a regular basis to review our accounts and where we stand. They also helped our small business change from an LLC to an S-Corp, which was beneficial for our taxes.
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