Services – Compass Financial Services

Our Services

Welcome to Compass Financial Services LLC! We offer a variety of services to assist you with the financial busywork of life, allowing you to focus on the important stuff. Whether it’s building your business, growing your family, or planning for the next adventure, we can help streamline the numbers so that you can concentrate on what matters.

Personal & Business tax preparation

Preparing your own taxes can be an task that leaves you with more questions and concerns than feeling satisfied with the result. Unfortunately today's changing tax world is so complicated that filing even a fairly simple return can be confusing, as it can be too easy to overlook deductions and credits to which you are entitled. Even with the use of a tax software program there's no substitute for the assistance of an experienced tax professional.

Federal & State tax notice resolution

Do you have an outstanding issue with the IRS or a state agency? Receiving notice threatening levies or liens? Give us a call and we can help facilitate resolving the problem.

Tax & Payroll Projections

Looking to dial in the end of the year finances so you know exactly what to expect when you file your next tax return? We can look at your current paycheck and withholding to let you know if you need to make any adjustment to get to where you want to be.

Small business consultations

Interested in starting a new business, or growing your existing one? We can help with entity choice and tax implications.

Ex-patriate tax preparation

American citizens living and working overseas generally still need to file income taxes, and often need to file foreign asset reporting documents as well (FBAR, etc.). We can help navigate the ex-pat tax provisions as well as the complicated asset reporting. This is one of our personal favorite areas of tax law!

Bookkeeping & accounting

In association with our partner companies we offer a full range of bookkeeping and accounting services. Contact us for more info.