Planning · Entity structuring · Ongoing advisory
Tax advisory
A proactive relationship built around the decisions you're about to make: how you're structured, how you're paid, what you buy, and when.
A different approach to tax planning
Your tax strategy should help you decide what happens next.
Your tax strategy should do more than explain what already happened. At Sentinel Strategy Group, tax planning is proactive, personal, and built around your complete financial picture.
I begin with you.
I don't begin with a list of strategies and try to fit them into your situation. I begin with your whole picture. Understanding how those pieces work together allows me to identify legitimate planning opportunities, potential exposure, and decisions that may be costing you more in taxes than necessary.
Legally minimize what you owe.Maximize what you keep.
A plan you understand, and one that gets done.
I don't want you to walk away with a tax plan you don't understand. Identifying a tax-saving opportunity means very little if it is never properly implemented.
- What we're doing
- Why we're doing it
- What needs to happen
- When it needs to happen
Intentionally boutique. Directly advised.
When you engage Sentinel for tax planning, you work directly with me throughout the advisory relationship. You're never passed between advisors.
That continuity lets me develop a deeper understanding of your business, tax position, investments, goals, and the decisions behind them, and lets the relationship evolve as your circumstances change.
As a business owner and real estate operator myself, I know a strategy can't just work on paper. It has to work within the realities of running a business, managing investments, taking care of your family, and building for the future.
Strategic tax planning
We look at your full picture — business, investments, income, and goals — and build a plan for the year ahead. The aim is to understand the tax consequences of a decision while you can still shape them.
- Retirement and compensation strategy for owners
- Timing of income, expenses, and major purchases
- Coordination with your CPA, attorney, or financial advisor
- Projections before year-end, not surprises after it
Entity structuring
The structure of your business affects how much you pay, how you're protected, and how easily you can grow. We review whether your current setup still fits, and plan changes before they're made.
- Choosing between sole proprietorship, LLC, S corporation, and partnership
- Reasonable compensation for S corporation owners
- Holding structures for rental and investment property
- Adding partners, new ventures, or a change in ownership
Real estate and investment planning
For landlords and investors, much of the tax outcome is set at purchase. We help you think through acquisitions, ownership, and dispositions with the tax side in view.
Much of the outcome is set here.
Planning around the acquisition itself: how it's bought, how it's held, and what it means for the year.
Depreciation and the rental rules.
Cost recovery strategy, and how the rental activity rules apply to your situation.
A sale is a decision, too.
Planning around dispositions before the property is listed, not after it closes.
Planning that grows with you.
Long-term planning as one property becomes several.
Ongoing advisory
Tax planning isn't a single meeting. Advisory clients have a standing relationship, so decisions can be talked through as they come up, not months later.
- Scheduled planning check-ins through the year
- Direct access for decisions as they arise
- Tax preparation for planning clients, built on the year's strategy
What a planning engagement includes.
A plan for the year ahead
Built around your business, investments, income and goals, with projections before year-end.
Entity structure review
Whether your current setup still fits, and planning for changes before they're made.
Real estate and investment planning
Acquisitions, ownership and sales, planned with the tax side in view.
Implementation guidance
What needs to happen and when, so each strategy actually gets done.
Scheduled check-ins
Planning conversations through the year, not only at tax time.
Direct access
Talk decisions through with me as they come up.
Coordination
Working alongside your CPA, attorney or financial advisor when needed.
Tax preparation
Available to planning clients, built on the year's strategy.
Who this is for
- Business owners and self-employed professionals
- Real estate investors and landlords
- High-income professionals with growing complexity
Questions about tax planning.
Yes. Tax planning uses legitimate provisions of the tax code to legally minimize what you owe. Every strategy has to make sense for your circumstances and be properly implemented and documented.
Tax preparation accurately reports what has already happened. Tax planning asks a different question: what can we do while there's still time to make a difference? It looks ahead, before important decisions are finalized.
With me, directly, throughout the advisory relationship. Sentinel is intentionally boutique, so you're never passed between advisors.
Tax preparation is available to planning clients, built on the strategy we develop together through the year.
Business owners, self-employed professionals, real estate investors, and high-income professionals who want to make informed decisions before they become tax consequences.
It depends on your situation and the decisions ahead of you. The earlier in the year we plan, the more options there usually are. Tax outcomes depend on your specific facts and circumstances, and no particular result can be guaranteed.
Start with a private tax strategy consultation.
We'll talk through your situation and whether an advisory relationship is the right fit.
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