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.

Kentucky Bookkeeping Tax & Accounting firm

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.

Wealth Planning

Build tax efficient wealth with guidance from Sentinel Tax & Accounting

Learn More
Tax Planning

Get aggressive, pro-active tax reduction guidance

Learn More
Tax Returns

We'll prepare and file your tax returns

Learn More
Payroll Services

Sentinel Tax & Accounting provides payroll services for small business

Learn More
Bookkeeping Services

Get your bookkeeping done by Sentinel Tax & Accounting

Learn More