What we offer...
At Sentinel Tax Advisors, we know that no two financial situations are the same. That’s why we offer a full range of tax, bookkeeping, and business advisory services designed to meet your unique needs and give you true peace of mind — no matter where you’re located.
We serve individuals and businesses nationwide, providing the same personalized guidance and support whether you’re local or across the country.
Explore each of our services below to learn more about how we can help you stay compliant, make confident decisions, and build a stronger financial future.
Comprehensive Individual and Business Tax Services
Did you know today’s tax code contains over a million words and is constantly changing? Keeping up with IRS and state compliance can feel overwhelming without the right support.
At Sentinel, we offer comprehensive tax services for both individuals and businesses. Through strategic planning, thorough preparation, and accurate filing, we work with you to create a personalized plan that maximizes deductions and credit opportunities — so you can stay compliant and keep more of what you earn.
Individual Tax Preparation
We make tax season simple and stress-free. Our tax preparation services are designed to handle all the details for you, so you can feel confident that everything is accurate and compliant. With our secure online portal, you can easily upload your documents from anywhere — no need for in-person visits or endless back-and-forth. Once we receive your information, our experienced team takes care of the rest, ensuring your returns are prepared efficiently and filed on time.
Business Tax Preparation
We believe it’s essential to build strong relationships with our business clients so we can truly understand how your business operates and what drives your success. As your trusted advisors, we go beyond simply filing returns — we work closely with you throughout the year to ensure you have everything you need to stay compliant, minimize liabilities, and avoid costly penalties and fees.
Tax Representation
For many, getting an IRS or state audit notice can feel overwhelming. The good news? Most "audits" are simply requests for more information.
If your return was prepared by us, just send us the notice — we’ll handle it from start to finish. Not a current client? Schedule an appointment, and we’ll guide you through it.
Tax Planning
Tax planning is a year-round strategy designed to help you keep more of what you earn and avoid costly surprises. Our proactive tax planning services are especially valuable for high-income individuals and business owners who face complex financial situations and higher tax liabilities. We work closely with you to analyze your unique circumstances, identify opportunities to reduce your tax burden, and develop strategies that align with your long-term goals.
Bookkeeping Services
Running your business is a full-time job — bookkeeping is ours. At Sentinel, we believe better books lead to better decisions, and better decisions lead to bigger profits. Our experienced team provides one-on-one, personalized support for businesses of all sizes and stages.
Whether you need help setting up systems from the start or cleaning up existing records, we’ll create a streamlined, reliable process that keeps you organized and gives you more time to focus on growing your business.
Business Bookkeeping
Our bookkeeping services keep your financial records accurate and organized, so you can focus on running your business. We handle accounting system setup, chart of accounts, and cleanups, as well as bank and credit card reconciliations, general ledger maintenance, and adjusting journal entries. You’ll also receive clear monthly financial statements and precise transaction assignments, giving you a reliable view of your business’s financial health.
Business Advisory & CFO Services
Our business advisory and fractional CFO services provide the strategic insight and financial leadership you need to grow your business with confidence. Whether you’re seeking expert guidance on key decisions or ongoing financial management support, our tailored solutions help you improve operations, manage risks, and plan for long-term success.
Fractional CFO
This service is provided by our sister company Sentinel CFO which offers ongoing, high-level financial leadership for growing businesses. Sentinel CFO provides proactive planning, monthly reviews, and expert guidance—helping you understand your numbers, make confident decisions, and run a more profitable business without the cost of a full-time CFO.
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