Planning Category
Strategies for high-income W-2 earners
Planning for concentrated compensation, RSUs, deferred income, liquidity events, charitable giving, and year-round visibility into upcoming tax decisions.
Household income $250k+Accredited investorsQualified purchasersIRS Enrolled Agent-led
Strategic Income Tax Planning For Complex Households
See which advanced tax strategies may apply to your income, investments, and entities.
Sentinel Tax helps high-income households identify meaningful planning opportunities through a complimentary consultation designed for accredited investors, qualified purchasers, doctors, executives, business owners, and real estate investors.
IRS Enrolled Agent-led guidance with year-round strategy, implementation support, and tax preparation coordination.
Who We Serve
DoctorsExecutivesBusiness ownersReal estate investors
Reserved for households earning $250k+ with the complexity to benefit from proactive tax planning. Especially relevant for accredited investors, qualified purchasers, and households with business, investment, or entity complexity.
Brand Introduction
A silent brand film introducing Sentinel Tax before the qualification and scheduling flow begins.
Complimentary Consultation
Confirm fit and reserve a time with Sentinel Tax.
This short intake helps us prioritize high-income households that benefit most from proactive, year-round tax strategy.
Fit Check
Reserve your consultation in under 60 seconds
This short intake helps us prioritize high-income households that are likely to benefit from proactive, year-round tax planning.
Built For Complex Tax Profiles
Clear fit. Proactive strategy. A direct path to the right conversation.
Complimentary consultation for households earning $250k+Built for accredited investors, qualified purchasers, and complex tax profilesA direct handoff to scheduling with Sentinel's advisory team
Advanced Planning Categories
Tax planning should reflect how you earn, invest, and build wealth.
We focus on the planning categories most relevant to households with meaningful income, concentrated assets, investment activity, and entity complexity.
Planning Category
Real estate strategies
Coordination around depreciation, cost segregation, passive activity considerations, 1031 timing, and portfolio-level tax efficiency across multiple properties or entities.
Planning Category
Family office strategies
Integrated planning for high-net-worth individuals and families balancing trusts, family entities, charitable vehicles, estate goals, and multigenerational decisions.
Planning Category
Plans for business owners and executive compensation
Custom planning around entity design, cash flow, accountable arrangements, retirement structures, and compensation architecture for owners and leadership teams.
How Engagement Works
A year-round relationship built around strategy, implementation, and preparation.
Your consultation is the entry point. The engagement is designed to keep planning current as income, investments, and business decisions evolve.
Step 1
Discovery
A complimentary consultation focused on your income profile, entity structure, investments, and the planning opportunities most likely to matter this year.
Step 2
Strategy creation
A bespoke tax roadmap that prioritizes the planning categories most relevant to your household, operating entities, and investment activity.
Step 3
Quarterly meetings
Quarterly reviews keep the strategy current as income, liquidity, investment activity, and business decisions evolve throughout the year.
Step 4
Private 24/7 Slack channel with your tax advisor
Fast access to your advisory team for implementation questions, tax-sensitive decisions, and coordination when timing matters most.
Step 5
Annual tax preparation
Execution support designed to reduce last-minute surprises and help you avoid filing an extension unless it is strategically useful.
Why Clients Choose Sentinel
Credential-led strategy for households that need more than reactive filing support.
Sentinel is designed for clients who want thoughtful planning, practical implementation, and year-round access when tax-sensitive decisions arise.
Trust Anchors
Quietly selective. Credential-led. Built for year-round execution.
Year-round tax strategy, implementation support, and preparation coordination
Designed for high-income households, high-net-worth individuals, and complex entity structures
Credential-led guidance grounded in discretion, rigor, and practical execution
Professional Credential
IRS Enrolled Agent-led planning and preparation.
A stronger fit for households that want strategy, implementation, and annual tax preparation connected in one ongoing relationship.
Questions Prospects Ask
A few practical questions before you schedule.
The goal is to help you quickly decide whether Sentinel is the right fit for your tax profile and planning needs.
Who is the complimentary consultation best suited for?
The consultation is built for households earning $250k or more, especially accredited investors, qualified purchasers, doctors, executives, business owners, and real estate investors with more complexity than a standard tax-prep relationship can handle.
Is this tax preparation or tax strategy?
The process starts with strategy. Your consultation helps determine which planning categories may apply to your facts and whether a deeper engagement makes sense.
Do I need to change accountants to speak with Sentinel Tax?
No. Many prospective clients begin with a second-opinion conversation to understand whether additional planning opportunities may exist beyond routine filing support.
What happens after I book?
Qualified prospects are routed into a booking flow that places the meeting on the Sentinel Tax calendar and captures the information needed for follow-up before the consultation.
Review our privacy policy, terms, and disclosures:
Complimentary Consultation
See whether Sentinel is the right fit before another filing season slips by.
Start with a short fit check, then move directly into scheduling if your tax profile aligns with Sentinel's planning process.