Wealth Planning
Build Tax Efficient Wealth with Sentinel Tax & Accounting
Small Business Retirement Plans
We'll help you decide if a SEP IRA, Simple IRA, Solo 401k and employer contribution is right for your business.
Estate Planning
We'll help you pass along multi generational wealth, and keep more of what you've earned.
Real Estate & Asset Class Diversification
True tax planning for retirement will take into consideration various asset classes & income types; we've got you covered.
Wealth Building
We'll help provide guidance around building wealth, investing in your business & driving excellent ROI.
Tax Efficient Wealth Planning
Here at Sentinel Tax & Accounting, we help our customers not only reduce their taxes but also help them build tax efficient wealth strategies.
- Utilize the correct retirement plan vehicles
- Provide coaching on asset class diversification
- Examine ROI of business activities
- Prepare for taxes in retirement
- Provide insight into estate planning
Unbiased Perspective
The financial services industry is ripe with conflicts of interest; we'll help you out.
Business owners have a number of unique wealth planning opportunities including small business retirement plans, real estate, and multi-company operations. We will help you keep more of your money over your lifetime and provide insight into how you can build a more successful business and portfolio.
We Don't Sell Anything, We Serve as a Guide
It's hard to get solid advice about investments into business, real estate and other asset classes, because more people are paid commissions.
We'll help you determine the proper strategies for tax efficiencies and ROI.
- Real Estate Tax Efficiencies
- Trusts vs. Wills
- Roth vs. Deductible
- SEP vs. Simple vs. 401k
- Basics of estate planning & protection
We will help you understand which retirement plan makes sense for your small business, help you plan for multigenerational wealth, identify asset classes that will provide benefits for you, help you maximize tax brackets, and also build momentum towards short, mid-range and long-term goals.
Our Services
When you choose Sentinel Tax & Accounting, we'll take care of every aspect of tax returns, wealth planning, bookkeeping, tax reduction planning & accounting.
