Services for all the different ways you work.
Tax Filing & Compliance
We are tax compliance experts with experience in just about everything, including individuals, businesses, non-profit entities, foreign asset reporting, sales and use tax, and property tax preparation and compliance. If you or your business has tax compliance concerns, chances are we have encountered them before, and we can help.
Tax Planning
Keeping you in compliance is the easy part. We are here to focus on the areas you might not have considered, so together we can make a smart tax plan for the future. We have a variety of expertise, including but not limited to estate and gift taxes, stock option compensation, real estate transactions, multi-state planning & tax credit utilization.
Audit & Attest
Providing business owners, executives, and board directors the right information gives them more confidence. But it’s not always easy. Our audit & attest services help identify and address current challenges – while framing tomorrow’s opportunities.
CFO Outsourcing
Compass US offers CFO and outsourced accounting services to both tax-exempt and for-profit organizations. We are sensitive to the intricacies and nuances of different industries, and stay on top of the latest laws and regulations to ensure our clients stay ahead of the game.
Outsourced Accounting
Our new, cloud-based technology helps you simplify record keeping, which allows us to work together in making smart strategic decisions that move your business forward.
IRS Representation
We love dealing with the IRS. Actually, we don’t. No one does. That’s why we take the stress and anxiety off your shoulders with decades of experience working with the IRS through small and large issues.
Payroll
Payroll is critical; it can also bog you down. We can take the administrative duties off your hands, while ensuring your business is making good strategic decisions.
Estate, Gift & Trust Return Preparation
It’s normal to feel concerned about the possibility of you and your loved ones having to bear a significant tax burden when transferring wealth to the next generation. We help you check all the boxes to preserve legacies and minimize taxation for estates, gifts, and trusts.
New Business Services
Being an entrepreneur comes with a lot of questions—and paperwork. We’ll help you with everything from choosing a new entity to setting up your accounting systems so that your business gets the right start.