About Us
Your Stronghold in an Uncertain Financial World
At Refuge Financial Services, we believe peace of mind shouldn’t be a luxury — it should be a part of every financial plan. Whether you're an entrepreneur, investor, or family steward, our goal is to help you protect what you've built, reduce what you owe, and maximize what you keep.
With over two decades of entrepreneurial and technical experience, we understand the complexity behind running a business and managing wealth. Our services are built for real life, not just the ideal spreadsheet.
Meet the Owner: Stephen Bentley
Enrolled Agent | Main Street Certified Tax Advisor | Entrepreneur
Hi, I’m Stephen Bentley, and Refuge Financial Services is more than a business — it’s a mission born from experience.
After two decades as a software developer, I built a tech company from the ground up, ultimately selling it to a major Canadian firm. Along the way, I handled my businesses' tax planning, compliance, and financial strategy — and discovered I had a real passion for helping others do the same.
I’ve lived the small business grind — payroll stress, surprise tax bills, and trying to decode IRS forms at midnight. Now, I help others avoid those headaches. I’ve earned certifications as an Enrolled Agent, Main Street Certified Tax Advisor, AWS Certified Solutions Architect, and QuickBooks ProAdvisor to back up that real-world knowledge with technical excellence.
When I’m not helping clients navigate the tax code, you’ll find me outdoors hiking or playing disc golf with my wife, spending time with our grandson, or chasing after our energetic German Shepherd, Heidi.
Our Mission
To be a steadfast stronghold for individuals and small businesses — protecting wealth, minimizing taxes, and empowering our clients to build a secure and prosperous future. With strategic guidance and unwavering support, we help you turn tax savings into generational strength.
Our Vision
To redefine what financial resilience looks like by blending technology, strategy, and transparency — helping individuals and businesses gain clarity, confidence, and lasting peace of mind.
Stephen speaking at an event on purposeful giving and legacy planning.
Life-Changing Tax Savings Await
Tax Strategy Beyond Filing—Empowering Your Financial Growth
At Refuge Financial Services, tax savings aren’t about "getting by"—they’re about building lasting wealth. Our tax strategies are designed to go beyond filing your returns—they empower you to take control of your finances, reduce liabilities, and set the stage for a strong financial future.
