R L Nicholson Cfp, 80 Garden Ct, Monterey, CA 93940, US

Compass Tax & Financial Services is a professional tax preparation and planning firm located in Monterey, CA. With a team of experienced Enrolled Agents, they offer comprehensive tax services for individuals and all types of entities, including corporations, partnerships, and non-profits. Their knowledgeable staff stays up-to-date with the latest tax laws and regulations, ensuring that clients receive accurate and reliable assistance with their tax preparation needs. Whether it's face-to-face appointments or virtual meetings, Compass Tax & Financial Services is committed to providing year-round service and personalized tax planning strategies to help clients simplify their taxes and achieve their financial goals. With over 35 years of experience, Compass Tax & Financial Services is led by Enrolled Agents Debbie Hill and Margy Dunn, who bring a wealth of expertise in tax preparation and consulting. Debbie specializes in assisting clients starting businesses, while Margy focuses on estate and trust issues, retirement planning, and advanced tax and investment matters. Together, they provide comprehensive tax services and research support to ensure clients receive the highest level of professional assistance. Additionally, the team is strengthened by the newest member, Zachary Belloni, who assists with tax preparation and light bookkeeping, further enhancing the office's ability to serve clients efficiently and effectively.Generated from the website

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