Tax Preparation. Bookkeeping. Accounting.
“SG Tax & Business Services works diligently to interpret and translate your financial goals into workable solutions…”
Sentry Group has provided Tax & Accounting Services for over 20 years. Primarily, our Associates work directly with our client’s accountant. A few years ago, our Waterloo Office partnered with Lars Jorgensen of EJ Tax Services to handle clients looking for a second opinion or unhappy with a larger firm’s costs. Click for pricing!
Our Services
- Discovery Meeting
- Executive Coaching
- Corporate Risk Assessment
- Charity Governance Training
- Campaign Coaching
- Charity Risk Assessment
- Bookkeeping Services (QBOA)
- CFO & CCO Services
- Compilation Engagement Report
- Personal Tax (T1)
- Corporate Tax (T2)
- Other Returns (T3,T4,T5,LP)
- Administration Services
- Executive Management
- Productivity Management
- Small Business Advisory
- Corporate Transition
- Agriculture Succession
Our People
Sentry Group Associates are as individual as you are. We have diverse backgrounds and experience, and each is educated and licensed in various areas of financial services.
We then bring those minds to the boardroom table as a collaborative team to solve problems and design solutions to help every client meet their goals and objectives.
Portfolio Management
“Whether you are just starting out in retirement or somewhere in between, we work with you and proven money managers to ensure your money is working as hard as you do. The motto “protect and invest” are not just a tagline. This is our core belief. You must protect what you currently have. Then and only then can you move forward and make future facing decisions.”
Estate Planning
“With over a trillion dollars of wealth expecting to change hands between generations over the next decade, you would think we would be better prepared. Recent surveys show that two thirds of Canadians do not have a will. Sentry Group Motivating Success has been working with clients for over 20 years creating estate solutions for families and business owners. We also have two individuals who hold the “Certified Executor Advisor” designation to guide you in the changes that may lay ahead.”
Financial Lifestyle
“Are your goals, your actions and your current results in line? Using our three-step process, discovery, analysis, and solutions we will establish your current situation, bring the required resources to the table and present solutions to ensure that you are on your road to success.”