Returns get CPA review.
Business and personal tax details are reviewed together.
Bonita Springs & Naples CPA firm
Tax planning for business owners who want fewer surprises.
Sentinel Tax helps small business owners plan ahead, prepare accurate returns, clean up books, and make tax decisions before the deadline is staring them down.
Your tax planning & prep team
CPA-led tax work for owner-led businesses.
Sentinel combines tax return preparation, planning, bookkeeping review, and practical owner guidance for small businesses that want a clearer tax picture before filing season.
Planning happens before filing.
Projections, timing, and strategy come before the return is due.
Books become tax-ready.
Cleaner records make better planning and faster preparation possible.
Tax Preparation
CPA-managed preparation for S-corporations, partnerships, C-corporations, and personal returns.
Learn moreTax Planning
Year-round projections and strategy work so business owners can make decisions before tax season.
Learn moreBookkeeping Review
Quarterly review, cleanup support, and financial statements that are tax-ready.
Learn moreIRS Notice & Audit Support
Help responding to IRS notices, review letters, and audit documentation requests.
Learn moreTax planning
Know what you owe before tax season.
Tax work is better when it happens early. We use current books, payroll, entity structure, and owner goals to project outcomes and identify strategies while there is still time to act.
1120SS-corporations
1065Partnerships
1040Personal returns
BooksReview & cleanup
How it works
- Review your prior return and current books.
- Build a current-year projection.
- Identify practical strategies and cleanup needs.
- Prepare, review, and file with fewer surprises.
Industry Specialties
Focused on small businesses with real tax complexity.
- Dental & medical practices
- Contractors and trades
- Technology companies
- Insurance agencies
- Real estate professionals
- Hospitality and service businesses
Team
CPA-led, year-round support.
Sentinel combines tax preparation, planning, bookkeeping review, and practical owner guidance.
Chris
CPA / Founder
Nick
CPA
Sara
Financial Accountant
Ready when you are
Bring us the tax questions you do not want to guess on.
We will review where you are now, where tax season is likely headed, and the next steps that make sense for your business.
Book a free consultation