Current-year projections
See where the year is headed before tax season. We estimate business and personal tax outcomes using current books, payroll, and owner-level information.
Tax Planning
Strategic tax planning that helps lower surprises, protect cash flow, and make better owner decisions.
Year-round tax projections and strategy work for business owners who want to understand the tax bill before filing season.
What you get
Planning is the key to lower taxes.
Tax planning is where the real leverage happens. Sentinel uses your books, payroll, entity structure, prior returns, and owner goals to estimate what is coming and identify practical strategies while there is still time to act.
Strategy simulations
Evaluate S-corp salary, retirement contributions, deductions, timing decisions, entity elections, equipment purchases, and other planning ideas before implementing them.
Quarterly guidance
Planning is not a once-a-year conversation. We use check-ins, projections, and written support to keep decisions moving during the year.
Implementation help
A plan only matters if it can be executed. Sentinel turns tax ideas into practical next steps for payroll, bookkeeping, estimated payments, and documentation.
How Sentinel handles it
Tax planning tied to the whole financial picture
- Updated projections using current business data
- Business and personal tax impact reviewed together
- Strategy ideas explained in plain English
- Estimated payment and cash-flow planning
- Year-round access to your CPA-led tax team
- Review the baseline
We start with prior returns, current books, payroll, and known changes in your business or personal life.
- Build the projection
Sentinel estimates the combined business and personal tax picture so you can see the likely outcome.
- Compare strategies
We model practical options and explain the tradeoffs: tax savings, cash flow, deadlines, documentation, and complexity.
- Execute before year-end
The team helps prioritize what should happen now, what can wait, and what should be documented for return preparation.
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.
Discuss tax planning