# Best Tax Services Providers - Page 7

## How Many Tax Services Providers Products Does G2 Track?

**Total Products under this Category:** 130

### Category Stats (Aug 2026)

- **Average Rating:** 4.42/5 (↓0.02 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** 1-800Accountant (+1.98%) - Among all products in this category, 1-800Accountant recorded the largest rating increase compared to last month

_Last updated: August 14, 2026_

## How Does G2 Rank Tax Services Providers Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 900+ Authentic Reviews
- 130+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Tax Services Providers
 ![G2 Grid® for Tax Services Providers plotting products by satisfaction and market presence](https://www.g2.com/categories/tax-services/grids.png?focus%5B%5D=1433018&focus%5B%5D=55613&focus%5B%5D=113590&focus%5B%5D=1405496&focus%5B%5D=1466358&focus%5B%5D=1341283&focus%5B%5D=10751&focus%5B%5D=161000)

Highlighted products: Swanson Reed | Specialist R&D Advisors, Pilot, PwC, Inkle, Haven, TaxValet, Indinero, and Zeni.

Underlying data: [Grid® JSON](https://www.g2.com/categories/tax-services/grids.json?focus%5B%5D=swanson-reed-specialist-r-d-advisors&focus%5B%5D=pilot&focus%5B%5D=pwc-pwc&focus%5B%5D=inkle-2024-11-18&focus%5B%5D=haven-2025-06-02&focus%5B%5D=taxvalet&focus%5B%5D=indinero&focus%5B%5D=zeni)

**Sponsored**

### Bybrand

Email signature software that helps strengthen your brand image using the employees. At Bybrand, we improved the way businesses manage email signatures. Our platform offers a seamless and efficient solution to create, manage, and deploy professional email signatures across your organization, enhancing brand consistency and communication effectiveness. ##Integrations Bybrand's key offerings include seamless integrations with leading tools such as Google Workspace, Google Sheets, Zoho, Microsoft 365 (Outlook), and more. This integration capability allows for faster email signature creation and deployment, saving valuable time for IT managers and ensuring uniform email communication across the company. ##For different industries Our solution is designed to meet the needs of various industries, including IT & tech services, marketing, branding, healthcare, accounting firms, tourism, HR, and consulting companies. Bybrand's email signature marketing feature helps capture clients for businesses on every email message sent, contributing to marketing success and brand reinforcement. Your company's email communication (external and internal) with Bybrand will no longer be the same. We will provide you with a powerful tool for marketing, help desk, sales, and finally branding.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=801&secure%5Bchosen_at%5D=2026-08-14T15%3A35%3A37Z&secure%5Bdisplayable_resource_id%5D=1126&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=74302&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=74302&secure%5Bresource_id%5D=801&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ftax-services%3FhsCtaTracking%3Db9ec192c-9c16-45c6-a9ac-5b7d915c9405%257Cca1a61a5-dfeb-4b64-8bf3-a293c5e00300%26page%3D7&secure%5Btoken%5D=4d175d6d337b86587e1fe0b642c4d0b1359eb9219060ca8c253c59fc17353dce&secure%5Burl%5D=https%3A%2F%2Fwww.bybrand.io&secure%5Burl_type%5D=company_website)

### [Quantum Tax Consultants](https://www.g2.com/products/quantum-tax-consultants/reviews)

Quantum is a leading New Jersey based tax consulting & accounting firm providing expert financial consulting as well as individual & business tax services to firms big and small. We have years of experience and unmatched expertise in helping individuals and small business owners accurately maintain their books, accounts, and payrolls, and stay tax compliant. We offer specialized and highly customized services in accounting, bookkeeping, tax planning and preparation, tax compliance, business consulting, planning & business incorporation services to help you keep your business profitable and aligned with federal and state tax rules and regulations.

#### Who Is the Company Behind Quantum Tax Consultants?

- **Seller:** [Quantum Tax Consultants](https://www.g2.com/sellers/quantum-tax-consultants)
- **HQ Location:** Passaic, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=439cdd5b80d992817488a1c8519bcc919bc3c9034cecb876350010e7095a70ce&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fquantum-tax-consultant%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Rehmann](https://www.g2.com/products/rehmann/reviews)

Rehmann is a fully integrated financial services firm of CPAs and consultants, wealth advisors and corporate investigators.

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Rehmann?

- **Seller:** [Rehmann](https://www.g2.com/sellers/rehmann)
- **Year Founded:** 1941
- **HQ Location:** Troy, US
- **Twitter:** @RehmannNews  
821 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8c0953e6e52f19f3d86f70cb43fd521eac3f3e5ca9d03090174ab44533615a02&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F20845&secure%5Burl_type%5D=linkedin_company_website)  
1,377 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Rehmann?

**["Rehmann Review"](https://www.g2.com/survey_responses/rehmann-review-914213)**

**Rating:** 4.5/5.0 stars

_— Samuel K._

[Read full review](https://www.g2.com/survey_responses/rehmann-review-914213)

#### What Are G2 Users Discussing About Rehmann?

- [What is Rehmann used for?](https://www.g2.com/discussions/rehmann-what-is-rehmann-used-for)
- [What is Rehmann used for?](https://www.g2.com/discussions/what-is-rehmann-used-for)

### [Reverse Tax Calculator](https://www.g2.com/products/reverse-tax-calculator/reviews)

Reverse Tax Calculator provides online reverse sales tax and tax calculation tools for consumers, freelancers, ecommerce sellers, and small businesses. The platform helps users extract tax from total prices, calculate tax-inclusive amounts, and estimate reverse sales tax quickly and accurately across multiple U.S. states. Reverse Tax Calculator focuses on delivering simple, fast, and user-friendly financial tools that work across desktop and mobile devices.

#### Who Is the Company Behind Reverse Tax Calculator?

- **Seller:** [Reverse Tax Calculator](https://www.g2.com/sellers/reverse-tax-calculator)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [RSM Consulting](https://www.g2.com/products/rsm-consulting/reviews)

RSM is a consulting firms that provide the core service lines of audit and assurance, accounting, risk advisory, tax, transaction support, corporate restructuring & insolvency and IFRS services.

**Average Rating:** 3.9/5.0

**Total Reviews:** 14

#### Who Is the Company Behind RSM Consulting?

- **Seller:** [RSM US LLP](https://www.g2.com/sellers/rsm-us-llp)
- **Year Founded:** 1926
- **HQ Location:** Chicago, Illinois
- **Twitter:** @RSMUSLLP  
10,431 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=04a2411c68bc1f69ec203a9b0ab752da1cb0963277326942818656b39911b026&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3743%2F&secure%5Burl_type%5D=linkedin_company_website)  
19,250 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 53% Medium, 27% Small

#### What Do G2 Reviewers Say About RSM Consulting?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **staff's friendliness** and willingness to address concerns effectively and empathetically.

##### Cons

- Users find the **performance issues** with RSM Consulting's recommendations lead to ineffective software solutions and dissatisfaction.

#### What Are Recent G2 Reviews of RSM Consulting?

**["RSM Consulting Review"](https://www.g2.com/survey_responses/rsm-consulting-review-8766577)**

**Rating:** 5.0/5.0 stars

_— Bryan B._

[Read full review](https://www.g2.com/survey_responses/rsm-consulting-review-8766577)

**["RSM has been a terrific business partner."](https://www.g2.com/survey_responses/rsm-consulting-review-8710570)**

**Rating:** 5.0/5.0 stars

_— Verified User in Hospital & Health Care_

[Read full review](https://www.g2.com/survey_responses/rsm-consulting-review-8710570)

### [Ryan Software](https://www.g2.com/products/ryan-software/reviews)

Ryan is focused on your overall tax performance, providing innovative solutions to the underlying causes of the errors we identify and creating greater opportunities to measure and improve your efficiency, develop a more strategic approach to tax, and deliver outstanding value to your shareholders.

#### Who Is the Company Behind Ryan Software?

- **Seller:** [Ryan](https://www.g2.com/sellers/ryan)
- **Year Founded:** 1991
- **HQ Location:** Dallas, US
- **Twitter:** @RyanTax  
2,872 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=733705bc20dfb74ac0d8c06542f8a287752cb44620f9c6ac42dd4cd6b7414800&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fryan%2F&secure%5Burl_type%5D=linkedin_company_website)  
5,287 employees on LinkedIn®

### [Scale CPA](https://www.g2.com/products/scale-cpa/reviews)

Scale CPA provides tax and accounting services for rapidly growing businesses -- with niche expertise in serving e-commerce sellers, technology startups, and Web3 businesses. Our services include: tax planning, tax compliance, bookkeeping, and CFO services. We utilize data, analytics, and visualizations in everything we do to understand trends, identify opportunities, and plan for the future. By saving you in taxes, keeping you compliant, and providing strategic advisory, we help you scale your business with ease

#### Who Is the Company Behind Scale CPA?

- **Seller:** [Howard Telson](https://www.g2.com/sellers/howard-telson)
- **HQ Location:** N/A
- **Twitter:** @ScaleCpa  
30 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b3d9b1021329526d13730b79c26a633b51eb994981206c85cf05c9f7051b2734&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fscale-cpa&secure%5Burl_type%5D=linkedin_company_website)  
6 employees on LinkedIn®

### [Schenck SC](https://www.g2.com/products/schenck-sc/reviews)

Schenck is a regional accounting and consulting firm that provide services including accounting and audit, tax, business consulting, information technology, merger and acquisition, retirement planning, investment and payroll solutions for businesses, governments, non-profits and individuals.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Schenck SC?

- **Seller:** [Schenck SC](https://www.g2.com/sellers/schenck-sc)
- **Year Founded:** 2012
- **HQ Location:** United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cf63e288922635429d7641ef7bf6c6d37fcecb24005531179d23b5219ee57f08&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcliftonlarsonallen&secure%5Burl_type%5D=linkedin_company_website)  
9,252 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Schenck SC?

**["Schneck survey"](https://www.g2.com/survey_responses/schenck-sc-review-3258795)**

**Rating:** 5.0/5.0 stars

_— Verified User in Internet_

[Read full review](https://www.g2.com/survey_responses/schenck-sc-review-3258795)

#### What Are G2 Users Discussing About Schenck SC?

- [What is Schenck SC used for?](https://www.g2.com/discussions/what-is-schenck-sc-used-for)

### [SC&H Group](https://www.g2.com/products/sc-h-group/reviews)

SC&H Group is a firm that offers management consulting services focusing on accounting, tax, profitability, and strategy solutions, it provides state and local tax, assurance, business risk management, unclaimed property, mergers and acquisitions, government contracting, business performance management, and personal financial planning advisory services and also it offers business valuation, government contractor, litigation support, internal audit, and transition advisory services.

#### Who Is the Company Behind SC&H Group?

- **Seller:** [SC&H Group](https://www.g2.com/sellers/sc-h-group)
- **Year Founded:** 1991
- **HQ Location:** Sparks, US
- **Twitter:** @SCHGroup  
1,326 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5ca67e2fea4773ff8d0832947e12cf5f8acc57b026e0ff3f31cedb8986d19c25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F33639&secure%5Burl_type%5D=linkedin_company_website)  
473 employees on LinkedIn®

### [Sensiba LLP](https://www.g2.com/products/sensiba-llp/reviews)

Sensiba is a Top 75 accounting and consulting firm with teams across North America, APAC, and EMEA. We serve clients at every stage—from fast-growing startups and VC firms to manufacturers and real estate enterprises—helping them solve complex problems, navigate uncertainty, and build a foundation for sustainable success. It’s how we've grown from our Silicon Valley roots nearly 50 years ago into the global firm we are today. We’re innovators redefining what professional services can be. What you'll feel day-to-day is this: relationships are everything. We treat people the way we want to be treated—our clients, our colleagues, and our communities. As a Certified B Corp, we hold the firm to high standards of social and environmental performance and ethical governance. Our mission is to ‘Account for Good’, guided by values that inform our decisions and support our stakeholders.

**Average Rating:** 4.9/5.0

**Total Reviews:** 9

#### Who Is the Company Behind Sensiba LLP?

- **Seller:** [Sensiba](https://www.g2.com/sellers/sensiba)
- **Year Founded:** 1977
- **HQ Location:** San Ramon, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e22bdc17d9b20a521992fb4fb69e70d4b51590238d91161919e5531f642b4b26&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsensiba&secure%5Burl_type%5D=linkedin_company_website)  
474 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 56% Small, 33% Medium

#### What Are Recent G2 Reviews of Sensiba LLP?

**["Risk Manager"](https://www.g2.com/survey_responses/sensiba-llp-review-11363017)**

**Rating:** 5.0/5.0 stars

_— Max F._

[Read full review](https://www.g2.com/survey_responses/sensiba-llp-review-11363017)

**["Highly recommended!"](https://www.g2.com/survey_responses/sensiba-llp-review-11294197)**

**Rating:** 5.0/5.0 stars

_— Dave H._

[Read full review](https://www.g2.com/survey_responses/sensiba-llp-review-11294197)

### [Sinewave Computer Services](https://www.g2.com/products/sinewave-computer-services/reviews)

Sinewave Computer Services Pvt. Ltd., established in 1985, is a leading Indian software development company specializing in taxation and HR management solutions. With over 36 years of experience, Sinewave has developed a suite of reliable and high-quality software products tailored for professionals such as Chartered Accountants, tax consultants, and businesses across various sectors. Their clientele includes educational institutions, co-operative societies, banks, service industries, and small to medium-sized enterprises . Key Features and Functionality: - Income Tax Software: Comprehensive solutions for income tax computation, return filing, and office management, including features like auto-login, advance tax calculations, e-filing of audit forms, and client document organization. - GST Software: Simplifies GST return filing with automated, error-free calculations for forms such as GSTR-1, GSTR-2, GSTR-3B, and GSTR-4. Features include single-click downloads, ITC reconciliation, e-way bill and e-invoice generation, and a summary dashboard. - TDS Software: Automates TDS and TCS calculations, ensuring compliance and effortless return filing. Key features encompass auto computation of TDS, section-wise e-payment, return record register, and notice management. - Payroll Software: Advanced HR and payroll management with features like auto salary generation, biometric integration, compliance management, and customized payroll registers. - Workflow Management: An offline solution for organizations with multiple offices, enabling transparent planning, work status tracking, and cost management. - Mobile Application: TaxbaseMini, an Android app, facilitates real-time information sharing between tax professionals and their clients, enhancing communication and efficiency. Primary Value and User Solutions: Sinewave's software solutions are designed to streamline complex taxation and HR processes, reducing manual effort and minimizing errors. By automating calculations, ensuring compliance with the latest regulations, and providing user-friendly interfaces, Sinewave empowers professionals and businesses to manage their financial and human resource operations more efficiently. This leads to time savings, improved accuracy, and enhanced productivity for their users.

#### Who Is the Company Behind Sinewave Computer Services?

- **Seller:** [Sinewave Computer Services](https://www.g2.com/sellers/sinewave-computer-services)
- **Year Founded:** 1985
- **HQ Location:** Pune, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a1943d7cbdb5ba177afe9bd9350b3fd96ca37647c3c040274320712559e0d8b4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsinewaveindia%2F&secure%5Burl_type%5D=linkedin_company_website)  
134 employees on LinkedIn®

### [Skalar](https://www.g2.com/products/skalar/reviews)

Skalar is a digital tax advisory firm (Steuerkanzlei) based in Munich, Germany, serving small and mid-sized companies across the DACH region. Skalar handles financial accounting, payroll, annual financial statements, and tax filings, and combines licensed German tax advisors with an in-house technology platform that automates recurring bookkeeping work. Bank accounts, payment providers, and business tools are connected directly, so client data flows in automatically instead of being collected manually. Integrations include DATEV, Personio, Qonto, sevDesk, Candis, and Lexware. Clients work through a digital client portal rather than paper, email attachments, or spreadsheets, and receive proactive advice based on current figures instead of retrospective year-end reporting.

#### Who Is the Company Behind Skalar?

- **Seller:** [Skalar](https://www.g2.com/sellers/skalar)
- **Year Founded:** 2025
- **HQ Location:** Munich, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2923134f885d7c2fa3b4d0bd21d813832c0396b9ccf5c494f1d6e1398341661d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fskalar-tax&secure%5Burl_type%5D=linkedin_company_website)  
26 employees on LinkedIn®

### [Sleek](https://www.g2.com/products/sleek-sleek/reviews)

Sleek simplifies back-office operations for SMEs and entrepreneurs by offering streamlined company incorporation, accounting, and compliance solutions. We understand how challenging it can be for business owners to manage everything on their own. After experiencing first-hand the frustrations of dealing with business registration, taxes, account management, and compliance; we saw an opportunity to do something different, something better; something with the potential to transform the lives of entrepreneurs, forever. Sleek serves over 15,000 customers globally. Leveraging proprietary software, AI, and customer-centric service, we provide transparent pricing, expert advice, and a seamless user experience. As a certified B Corp, Sleek is committed to sustainability, aiming for carbon neutrality by 2030. Whether you're starting a business or managing an existing one, Sleek is your trusted partner in success.

**Average Rating:** 1.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Sleek?

- **Seller:** [Sleek](https://www.g2.com/sellers/sleek)
- **Year Founded:** 2009
- **HQ Location:** N/A
- **Twitter:** @sleekapp  
118 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dd90497ada8de7772158f3603f80c2d248f1a473cc0f07a9f2cd4ac76d54a8f7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsleekcorp%2F&secure%5Burl_type%5D=linkedin_company_website)  
477 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

### [Solutions Group Accounting Firm](https://www.g2.com/products/solutions-group-accounting-firm/reviews)

Solutions Group Accounting Firm is one of the largest outsourced accounting and advisory firms in the Orlando, FL region, with a 50-person team of CPAs, tax advisors, forensic accountants, and CFO-level professionals. We provide comprehensive services including bookkeeping, payroll, tax preparation, proactive tax planning, business valuations, and forensic accounting. Our Orlando-based team works as an extension of your business, delivering real-time financial clarity, compliance, and strategic insight. If you're looking for a trusted accounting partner with the scale, expertise, and professionalism to support your growth, Solutions Group is here to serve.

#### Who Is the Company Behind Solutions Group Accounting Firm?

- **Seller:** [Solutions Group Accounting Firm](https://www.g2.com/sellers/solutions-group-accounting-firm)
- **Year Founded:** 2008
- **HQ Location:** Lake Mary, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=685ea603f96d6a85a90bbb1dd0b56417751d6f43695007a8c03ff6235c399212&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsolutions-group-accounting-firm%2F&secure%5Burl_type%5D=linkedin_company_website)  
73 employees on LinkedIn®

### [Sun Life Financial](https://www.g2.com/products/sun-life-financial/reviews)

Sun Life Financial is a leading provider of employee benefits in the U.S. Our mission? To help people protect what they love about their lives.

**Average Rating:** 3.3/5.0

**Total Reviews:** 5

#### Who Is the Company Behind Sun Life Financial?

- **Seller:** [Sun Life Assurance Company of Canada](https://www.g2.com/sellers/sun-life-assurance-company-of-canada)
- **Year Founded:** 1865
- **HQ Location:** N/A
- **Twitter:** @SunLife  
21,450 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ad99d58a91299c60dec0a837a713ebcc7ba5b7b1d73062004b7dbbd9fc224053&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F4075%2F&secure%5Burl_type%5D=linkedin_company_website)  
37,890 employees on LinkedIn®
- **Ownership:** NYSE: SLF

#### Who Uses This Product?

- **Company Size:** 40% Large, 40% Medium

#### What Are Recent G2 Reviews of Sun Life Financial?

**["Easy monitoring of insurance policies or investments with Sun Life"](https://www.g2.com/survey_responses/sun-life-financial-review-888469)**

**Rating:** 4.5/5.0 stars

_— Bernice Janine S._

[Read full review](https://www.g2.com/survey_responses/sun-life-financial-review-888469)

**["Review for Sun Life Financial"](https://www.g2.com/survey_responses/sun-life-financial-review-7314055)**

**Rating:** 4.5/5.0 stars

_— Harsh V._

[Read full review](https://www.g2.com/survey_responses/sun-life-financial-review-7314055)

### [Synergi](https://www.g2.com/products/synergi/reviews)

Synergi Partners is comprised of tax credit veterans who have owned, built and/or managed various tax credit business at SMS, ADP and KPMG. They have experience serving clients of all sizes but specialize in Fortune 1000 in industries such as hospitality, retail, financial services, healthcare, food services, and temporary staffing. Their core mission is to provide the best service and solutions to help clients with their tax incentive needs. They are headquartered in Florence, South Carolina.

#### Who Is the Company Behind Synergi?

- **Seller:** [Synergi Partners](https://www.g2.com/sellers/synergi-partners)
- **Year Founded:** 2002
- **HQ Location:** Florence, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0945d146f11128f02cd0be2c056a8c87b13256ba76419f32beae936eea989ef4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsynergi-partners&secure%5Burl_type%5D=linkedin_company_website)  
238 employees on LinkedIn®

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 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated October 3, 2024

Tax services are offered by firms which specialize in filing and preparing taxes. Often these services are provided by [accounting firms](https://www.g2.com/categories/accounting-firms). Tax firms use their in-depth understanding of complex regulations to offer expertise and guide corporations through the tax process. These services can often save businesses time and money, as well as help ensure legal compliance. Corporations will usually work with firms year-round but will have the most contact in the time leading up to important state and federal tax deadlines. Businesses of all sizes and industries work with these providers and generally assign their accounting departments to coordinate with the firm.

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