Business Details
Your Trusted Partner for Accounting and Financial Services
Sunderland Group is a dedicated financial services firm committed to helping clients achieve success through integrated accounting, tax, and wealth management solutions. Our team of certified professionals combines decades of experience with a client-first philosophy, offering personalized services tailored to small businesses and individuals. We leverage advanced technology and proactive strategies to optimize financial outcomes, including tax planning, investment management, and retirement planning. With offices in Colorado, Kansas, and Texas, we prioritize responsive service, ethical standards, and continuous improvement to ensure clients feel confident and supported.Our collaborative approach unites accounting, payroll, and strategic consulting to streamline operations and drive business growth. By focusing on long-term relationships and educational engagement, we empower clients to navigate complex financial landscapes with clarity and confidence. Our core values of excellence, trust, and innovation guide every decision, ensuring we deliver reliable, forward-thinking solutions designed to protect and grow net worth.
Services
Wealth Management
Tax Planning & Preparation
Investment Management
Financial Planning
Retirement Strategies
Payroll Services
Business Consulting
Estate Planning
Accounting & Bookkeeping
Strategic Tax Analysis
Highlights and features
- We offer fully integrated accounting, tax, and wealth management services under one roof.
- Our team includes certified professionals with decades of experience in small business solutions.
- We provide proactive year-round tax planning to minimize liabilities and maximize savings.
- Our personalized approach combines advanced technology with face-to-face strategic consultations.
- We specialize in customized retirement and investment strategies aligned with client goals.
What people say
Expert understanding
Cleaned up a huge mess
Prompt attention
Real friend
Workable solutions
Services
Wealth Management
Our wealth management services create customized strategies to grow and protect client assets. Using risk-assessed portfolio management and tax-efficient investing, we align financial plans with long-term goals. Clients benefit from ongoing performance reviews and adaptive planning to navigate market changes.
Tax Planning & Preparation
Proactive tax planning minimizes liabilities while maximizing savings through year-round strategy development. Our experts analyze deductions, credits, and compliance requirements to optimize returns. Services include audit support and business tax solutions tailored to individual and corporate needs.
Investment Management
Customized investment portfolios are built based on client risk tolerance and financial objectives. We offer diversified asset allocation, performance tracking, and rebalancing services. Our fiduciary approach ensures decisions prioritize client interests with transparent reporting.
Financial Planning
Comprehensive financial planning covers cash flow analysis, debt management, and goal-specific strategies. We develop actionable plans for education funding, major purchases, and wealth transfer. Regular progress reviews ensure clients stay on track toward financial milestones.
Retirement Strategies
Tailored retirement plans consider income needs, tax implications, and risk profiles. Services include IRA optimization, pension analysis, and Social Security strategy. We help clients transition from accumulation to sustainable income distribution while maintaining asset protection.
People
Michelle Leichtner
Experienced financial advisor specializing in tax-efficient investment strategies and retirement planning. Committed to client education through personalized consultations and clear financial communication.
Maegan Nelson
Certified tax strategist with expertise in small business accounting and compliance solutions. Focuses on minimizing tax liabilities while supporting long-term business growth through strategic financial planning.
Mark
Lead Advisor
Seasoned CPA with over 20 years of experience helping businesses streamline operations. Specializes in payroll solutions, contract budgeting, and connecting clients with strategic financial partnerships for holistic business support.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, bookkeeping, payroll processing, financial reporting, and tax compliance services tailored to small businesses.
How do your retirement planning services work?
We create personalized retirement strategies considering your current assets, income needs, and risk tolerance to ensure financial security.
Do you offer virtual consultations?
Yes, we provide virtual strategy sessions and secure online document sharing for client convenience.
What areas do you serve?
We operate in Colorado, Kansas, Missouri, and Texas with multiple office locations and virtual service options.
How are your tax planning services different?
We focus on year-round tax strategy development rather than just annual return preparation to maximize savings opportunities.
Can you help with business startup accounting?
Yes, we assist with entity selection, payroll setup, and financial systems implementation for new businesses.
