Sun Lion Financial Group LLC

Sun Lion Financial Group LLC Accountants-Tax Preparation-Business Consultants- NYS Cannabis Business Consultants-Digital Soultions

Taco Tuesday Strategy Meetings Jessica Spencer Edwin L. Spencer
05/26/2026

Taco Tuesday Strategy Meetings

Jessica Spencer Edwin L. Spencer

🦁🎓We’re taking the week off — and we EARNED it!Sun Lion Financial Group will be closed the week of May 4th to celebrate ...
04/30/2026

🦁🎓We’re taking the week off — and we EARNED it!
Sun Lion Financial Group will be closed the week of May 4th to celebrate the biggest moment of our year — our daughter’s graduation from Temple University! 🍒⬜️ We are beyond proud of everything she has accomplished and can’t wait to cheer her across that stage.
Oh, and did we mention… Happy Birthday to our girl — April 30th! Tatiyana Spencer🎂🥳 A birthday AND a graduation in the same week? She’s built different. Must run in the family. 🦁
We’ll be back and ready to serve on Monday, May 11th.
Thank you for your continued support and for being part of the Sun Lion family. Now excuse us while we go ugly cry at a graduation ceremony. 😭❤️
Congratulations & Happy Birthday, baby girl — the world is yours! 🌍✨

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Congratulations to your daughter, Edwin — Temple grad AND a birthday tomorrow? She’s having a legendary week! 🏆

🦁 We’re taking a well-deserved break!Sun Lion Financial Group will be closed April 19th – April 26th for our After Seaso...
04/15/2026

🦁 We’re taking a well-deserved break!
Sun Lion Financial Group will be closed April 19th – April 26th for our After Season Break. Tax season was a grind, and we’re recharging so we can come back sharper than ever for you. 🌟
We’ll be back and ready to serve you on Monday, April 27th.
In the meantime, existing clients — your portal is still accessible for document uploads. We’ll respond to all messages when we return.
Thank you for trusting Sun Lion Financial Group with your financial future. We truly appreciate every single one of you. 🙏

03/20/2026

Using your car for business?
You can deduct it.
But you need to do it, the right way.
There are two methods.
The standard mileage rate --
Currently, sixty-seven cents per mile.
You track every business mile you drive...
and multiply by the rate.
Simple.
The actual expense method --
You deduct the business-use percentage,
of your total car costs.
Gas. Insurance. Repairs.
Registration. Depreciation.
Everything.
Which one is better?
It depends on your situation.
If you drive a lot but have a cheap car --
mileage rate usually wins.
If you have a new or expensive vehicle --
actual expenses might save you more.
The key?
You have to track it.
The IRS requires a mileage log.
No log? No deduction.
Sun Lion Financial Group.
We help you pick the right method.
Business returns starting at three hundred.
Link in bio.

03/20/2026

Ever wonder what it actually looks like,
when we do your bookkeeping?
Let me walk you through,
a typical end-of-month process.
Step one -- we download,
all your bank and credit card statements.
Step two -- we categorize,
every single transaction.
Income. Expenses. Transfers.
Everything gets labeled, properly.
Step three -- we reconcile.
We make sure every dollar,
in your books, matches every dollar,
in your bank.
Step four -- we review your P&L,
and balance sheet.
We flag anything unusual.
Step five -- we deliver,
your monthly financial package.
Clean reports.
Ready to review.
Ready for decisions.
The whole process happens,
behind the scenes.
You don't have to lift a finger.
Sun Lion Financial Group.
Starting at two-fifty a month.
Link in bio.

03/20/2026

Unpopular opinion: A big tax refund is NOT a win. 🚫💰

A refund means you gave the government too much money all year — and they held it interest-free until you filed.

A $3,000 refund = $250/month that could have been:
→ Paying down debt
→ Building savings
→ Investing in your business

Your money sat in their account. Not yours.

We don't just file your return — we help you plan so your money works for YOU all year.

💰 Tax prep starting at $255
👉 Link in bio

03/19/2026

Your business tax needs in year one...
look nothing like year three.
And if you're using,
the same approach you started with...
you're probably leaving money on the table.
In year one...
it's about getting the basics right.
Choosing your entity.
Setting up your books.
Filing your first return, correctly.
In year two...
you start to see patterns.
Which deductions apply to you.
Whether your structure still makes sense.
Whether you should be making,
estimated tax payments.
By year three...
you should be optimizing.
Tax projections. Retirement strategies.
Maybe an S-Corp election.
Maybe bringing on a Virtual CFO.
The point is --
your business grows.
Your tax strategy, should grow with it.
At Sun Lion Financial Group,
we meet you where you are --
and help you level up, every year.
Business returns starting at three hundred.
Link in bio.

03/19/2026

Monthly bookkeeping keeps your books clean.
But quarterly check-ins?
That's where strategy happens.
Every quarter, we sit down,
and look at the big picture.
Here's what we review.
First -- your revenue trends.
Are you growing?
Flatlining?
Declining?
We need to know.
Second -- your expense ratios.
Are your costs growing,
faster than your revenue?
That's a red flag.
Third -- your tax liability.
We project what you'll owe...
so you're never surprised.
Fourth -- your cash reserves.
Do you have enough,
to cover the next quarter?
This isn't just number crunching.
This is financial intelligence.
And it's built into,
our bookkeeping service.
Sun Lion Financial Group.
Starting at two-fifty a month.
Link in bio.

03/19/2026

Bought or sold crypto, stocks, or investments this year? The IRS wants their cut. 📈

And they're asking about it right on the FRONT PAGE of your return.

→ Sold for more than you paid? Capital gains tax.
→ Held less than a year? Taxed at your regular income rate.
→ Held more than a year? Lower rate.
→ Lost money? You can offset gains (tax-loss harvesting).

Crypto reporting gets especially complicated — multiple wallets, exchanges, cost bases.

Let a professional handle it.

💰 Tax prep starting at $255
👉 Link in bio

03/18/2026

If you paid a contractor,
more than six hundred dollars this year...
you have a responsibility.
You need to file, a 1099-NEC.
And you need to send a copy,
to the contractor,
and a copy to the IRS.
The deadline?
January thirty-first.
Miss it, and you're looking at penalties --
starting at sixty dollars per form,
and going up from there.
But here's the bigger issue.
If you don't file 1099s...
the IRS might disallow,
those contractor expenses, as deductions.
That means you'd pay taxes,
on income you already spent.
So if you hired a web designer...
a virtual assistant...
a photographer...
a subcontractor...
anyone you paid six hundred or more --
you need to report it.
Sun Lion Financial Group.
We handle 1099 filing and business returns.
Starting at three hundred.
Link in bio.

Address

1415 Monroe Avenue
Rochester, NY
14618

Opening Hours

Monday 10am - 7pm
Tuesday 10am - 7pm
Wednesday 10am - 7pm
Thursday 10am - 5pm
Friday 10am - 3:30pm

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