Sunbridge Advisory LLC
5.0 stars · 4 reviews · Serves Nationwide · Specializes in HENRYs (High Earners, Not Rich Yet), High Net Worth Individuals, International/Expats
Boutique accounting firm for builders and busy executives
Services
- Accounts Payable/Receivable
- Bookkeeping
- Budgeting & Forecasting
- Business Tax Preparation
- Individual Tax Preparation
- Payroll Services
- Sales Tax
- Tax Planning & Strategy
- Tax Preparation
Pricing
- Business Tax Preparation — $1,200–$2,500 per project
Reviews
Pierre Ndiaye
5 stars
2026-04-06T17:56:39.247+00:00
Working with Sunbridge Advisory LLC for the past two years has been fantastic. The team takes a complicated process and makes it entirely clear, simple, and easy to handle. Instead of just crunching numbers at the last minute, Sunbridge Advisory LLC actively looks ahead to find smart ways to lower tax liabilities and eliminate hours of administrative headache. Having someone who provides real foresight and tangible savings translates into total peace of mind. Highly recommended for anyone wanting straightforward, expert support.
Gerardo Chavez
5 stars
2026-04-05T13:42:52.123+00:00
Exceeded my expectations. Thorough, punctual, and very professional in their delivery of service
jeremiah burns
5 stars
2026-03-27T18:01:37.097+00:00
Great - they have taken so much responsibility in my business off my plate so I can concentrate on growing my business! Love working with Levi and Ashley!
Mini Kouame
5 stars
2026-02-24T20:35:46.086+00:00
Levi provided outstanding accounting and tax services for my multiple business entities. After experiencing serious issues with a previous accountant who created substantial compliance risks, He stepped in and demonstrated true professional excellence. What impressed me most: Professional Competence: They quickly identified and corrected critical errors in my general ledgers, including improper entity structures, missing expense classifications, and revenue recognition issues. They conducted comprehensive audits of my existing records and provided detailed, actionable recommendations for corrections. Multi-Entity Expertise: Managing multiple LLCs with different business models (research/incubation, consulting and Investment Management) required sophisticated understanding. The team handled the complexity seamlessly and ensured each entity had appropriate accounting structures. Professional Integrity: They demonstrated high ethical standards, professional skepticism where appropriate, and genuine commitment to protecting my business interests. Value Delivered: The quality of work far exceeded the cost. Their corrections prevented substantial legal and tax liability exposure that would have cost exponentially more to resolve later. I highly recommend Sunbridge Advisor for: Working with Sunbridge has given me confidence in my financial records and tax compliance. They are true professionals who deliver exceptional results.