Strategic tax advisory · Enrolled Agent · 23 years of tax experience
Make tax decisions before they become tax consequences.
A boutique strategic tax advisory firm for business owners, real estate investors, and high-income professionals. You work directly with Patience, from the first conversation on.
Proactive, legal tax strategies help you minimize what you owe, maximize what you keep, and avoid expensive tax mistakes before they happen.
Patience Rogers, EAPrincipal, Sentinel Strategy Group
Sound familiar?
Your income has grown. Your tax strategy should grow with it.
Most people who come to Sentinel aren't in trouble. They're successful and busy, and they're making significant decisions, often without seeing the tax consequences until those decisions are already made.
- “I formed an LLC years ago. I'm not sure it's still the right structure.”
- “I'm earning more than ever, and I'm not sure how much of it I'm keeping.”
- “I own rental properties and don't know if I'm treating them the right way.”
- “I have a big decision coming this year and want to understand the tax side first.”
- “I received a letter from the IRS and need someone in my corner.”
Most tax help looks back. Sentinel looks ahead.
Tax preparation
Records what already happened. By the time a return is filed, the decisions that shaped it are months old.
Tax strategy
Shapes what happens next. We look at structure, timing, and investments before you commit, so the tax outcome is planned, not discovered.
The Sentinel principles
Three principles shape how every client experiences the firm.
Clarity.
Understanding your tax position and the impact of every decision you make.
Structure.
Your entities, income, investments, and planning working together intentionally.
Protection.
Reducing unnecessary tax exposure, with experienced representation when issues arise.
An advisor who has run a business, too
“A tax strategy has to make sense beyond the numbers. It has to work within the realities of the business, the investment, and the client's broader financial goals.”
Where it began
Military legal services
Tax and legal support for service members and their families, alongside attorneys and Judge Advocates.
Two decades in practice
Her own tax firm
Built and ran a firm while seeing the same pattern again and again: costly problems start long before the return.
Today
Sentinel Strategy Group
Strategy, structure, and representation, so decisions are made before they become consequences.
- Enrolled Agent
- Main Street Certified Tax Advisor
- 23 years of tax experience
- Business owner & real estate operator
Two ways to work with Sentinel.
Tax Advisory
Year-round strategy for business owners, investors, and high earners.
- Strategic tax planning
- Entity structuring
- Real estate and investment planning
- Ongoing advisory
- Tax preparation is available to planning clients.
IRS Representation
Experienced, steady representation when the IRS is involved.
- IRS notices and letters
- Audits and examinations
- Balances due and payment arrangements
- Unfiled returns
How it works
How an engagement works.
Five steps, all of them with Patience directly. No hand-offs.
Step 1
Consultation
A private conversation about your situation, your goals, and what's on your mind.
Step 2
Assessment
A review of where you stand: returns, entities, income, and exposure.
Step 3
Strategy
A clear plan with recommendations you can act on, and the reasoning behind each one.
Step 4
Implementation
We move your strategy from plan to action, guiding the steps, timing, and coordination needed to put your recommendations in place.
Step 5
Ongoing advisory
We stay ahead of your decisions through the year, not only at filing time.
Intentionally boutique. Directly advised.
Sentinel isintentionally small.
Every client works directly with Patience. Sentinel intentionally maintains a limited number of advisory relationships, so each one gets high-touch, year-round attention. This is advisory work, not high-volume tax preparation.
A good fit if you
- Own a business or are self-employed
- Invest in real estate or own rental properties
- Have high or growing income
- Want to plan decisions before you make them
Probably not the right fit if you
- Only need an annual return prepared
- Are looking for the lowest-cost option
- Prefer do-it-yourself answers
Every situation is different. Tax outcomes depend on your specific facts and circumstances, and no particular result can be guaranteed.
Start with aconversation.
Choose the consultation that fits where you are. You'll pick a time here, without leaving the site.