Business Details
Your Trusted Partner for Tax & Financial Advisory Services
At Sentinel Tax Advisors, we are dedicated to providing comprehensive tax and financial advisory services that simplify compliance, strengthen financial stability, and deliver true peace of mind. With over two decades of combined experience, our team of certified professionals specializes in personalized guidance for individuals and businesses navigating complex tax landscapes. We leverage secure technology and proactive strategies to ensure accuracy, transparency, and year-round support, empowering clients to focus on their goals with confidence.Our mission is rooted in building long-term relationships through clear communication, tailored solutions, and a commitment to staying ahead of industry changes. Whether you are a high-income individual, a self-employed professional, or a growing business, we offer the expertise and reliability needed to minimize liabilities, maximize returns, and achieve long-term financial success.
Services
Tax Preparation
Bookkeeping Services
Business Advisory
Tax Planning
Tax Representation
Fractional CFO Services
Multi-State Filings
Financial Strategy
Audit Support
Year-Round Compliance
Highlights and features
- We offer over 20 years of experience in tax and financial advisory services.
- Our team provides reliable bookkeeping tailored to business growth needs.
- We specialize in multi-state tax compliance and risk minimization strategies.
- Personalized tax planning aligns with individual and business long-term goals.
- Secure online tools streamline document sharing and communication.
What people say
Personalized guidance
Stress-free process
Knowledgeable team
Highest return
Trusted partner
Services
Tax Preparation
Our tax preparation services ensure accurate and timely filings for individuals and businesses. We specialize in multi-state compliance, maximizing deductions, and minimizing liabilities through strategic planning. With secure document sharing and expert CPA support, we simplify tax season while safeguarding your financial interests.
Bookkeeping Services
We maintain precise financial records to support informed business decisions. Our bookkeeping includes system setup, reconciliations, and monthly statements. By organizing transactions and ensuring compliance, we help businesses streamline operations and focus on growth without sacrificing accuracy or transparency.
Business Advisory
Our advisory services provide actionable insights for business growth. From entity selection to financial forecasting, we offer tailored strategies to manage risks and optimize profitability. With proactive support, we help clients navigate challenges and align financial decisions with long-term objectives.
Tax Planning
Proactive tax planning minimizes liabilities and avoids surprises. We analyze individual and business scenarios to identify savings opportunities and develop customized strategies. Our year-round approach ensures compliance while maximizing returns for high-income earners and complex business structures.
Tax Representation
We handle IRS and state audit requests on your behalf, resolving issues efficiently. Our team communicates with tax authorities, submits documentation, and ensures compliance. Whether you are a client or new to us, we provide clear guidance to address notices and protect your financial standing.
People
Joseph Conte
Co-Founder, CPA
Joseph Conte, CPA, co-founded Sentinel Tax Advisors with 22 years of experience in multi-state healthcare, athlete, and entertainer tax solutions. He graduated from Florida State University and prioritizes client clarity and confidence in financial decisions.
Daniel Coyne
Co-Founder, CPA
Daniel Coyne, CPA, co-founder, brings 26 years of expertise in small business accounting and advising high-net-worth individuals. A Florida State and Florida Atlantic University graduate, he focuses on building trusted client relationships through personalized service.
Dan Maurer
Director of Operations
Dan Maurer, Director of Operations, combines 15 years of technology experience with 8 years in tax preparation. He ensures efficient service delivery, leveraging his College of Wooster history degree and operational leadership to enhance client workflows.
Lisa Von Hoffen
Bookkeeping Manager
Lisa Von Hoffen, Bookkeeping Manager, has 28 years of accounting experience. She specializes in bookkeeping, reconciliations, and sales tax compliance. With a St. Johns University finance degree, she prioritizes smooth financial operations for clients while enjoying travel and culinary pursuits.
Adam Morrow
Certified Public Accountant
Adam Morrow, CPA, specializes in high-net-worth individuals and professional service businesses. With 8 years of experience and an Emory University degree, he focuses on confident financial decision-making while balancing work with family time.
Questions
What services does Sentinel Tax Advisors offer?
We provide tax preparation, bookkeeping, business advisory, tax planning, and representation services for individuals and businesses nationwide.
How does Sentinel ensure tax compliance for multi-state clients?
Our team specializes in multi-state tax regulations, ensuring accurate filings and minimizing risks through expert analysis and proactive strategies.
Can I access services remotely?
Yes, our secure online portal allows document sharing, form signing, and communication from anywhere, eliminating the need for in-person visits.
What experience does the team have?
Our CPAs and advisors have 20+ years of combined experience in tax strategy, bookkeeping, and financial planning for diverse industries and client needs.
How does Sentinel handle IRS audit notices?
We manage audit responses from start to finish, communicating with authorities and resolving issues to protect your compliance and financial standing.
