Sentinel Tax
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Tax Preparation

Tax preparation done for you by real CPAs — with planning review built in.

CPA-managed preparation for business and personal returns with bookkeeping review, document collection, draft review, e-signature, and e-file support.

CPA reviewing tax documents with business owners

What you get

No more tax season surprises or delays.

Sentinel prepares business and personal tax returns with a process built for owner-led companies. We review the books, organize the documents, look for missed deductions and red flags, and give you a draft to review before anything is filed.

01

Business returns

Preparation support for S-corporations, partnerships, C-corporations, K-1s, state filings, owner payroll details, and entity-level deductions.

02

Personal returns

Your 1040 is coordinated with the business return so K-1s, basis, deductions, credits, estimated payments, and owner-level planning items are not missed.

03

Bookkeeping review before filing

Before the return is prepared, we review financial statements for obvious classification issues, missing expenses, unusual balances, and items that may need cleanup.

04

Draft review and e-file

You receive draft copies to review, can ask questions before signing, and Sentinel coordinates e-signature, e-file, and final return storage.

How Sentinel handles it

A tax process built around business owners

  • S-corporations, partnerships, C-corps, and individual returns
  • Prior-year catch-up returns when filings have fallen behind
  • Quarterly estimates and tax projection context
  • CPA-led review before filing
  • Portal-based document collection and written support
  1. Start with the books

    We review your current-year financials and prior return so the tax work starts from clean, useful information.

  2. Collect the documents

    You upload tax forms, statements, payroll reports, notices, and supporting documents through the portal.

  3. Prepare and review

    The return is prepared, reviewed by the tax team, and checked for deductions, compliance issues, and planning opportunities.

  4. File with confidence

    After you approve and sign, Sentinel e-files the returns and keeps a clean record of what was filed.

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 preparation