Zack was there to assist me in figuring out what an FTB letter meant and how to complete it. He was personable and explanatory, very nice guy. The charge was nominal compared to what tax...
Compass Tax & Financial Services
(6)
Photos
Compass Tax & Financial Services, located in Monterey, CA, specializes in professional tax preparation and planning for individuals and various entities. The firm is committed to providing year-round support, including assistance with IRS and FTB audits, and offers flexibility with face-to-face and virtual meeting options.
The team, led by Enrolled Agents Debbie Hill and Margy Dunn, brings decades of combined experience to the table, covering everything from individual returns to complex tax situations. Additionally, they focus on helping clients navigate business startups and estate planning, ensuring comprehensive financial guidance throughout the year.
Generated from the website
Also at this address
Reviews

I needed to find someone new to do my taxes because my tax guy wasn't getting back to me. I'm glad I chose your service. It turned out to be very convenient and the staff was very friendly. I...
Very responsive, professional. Provided excellent tax services, including revising 1040's as well as coordinated with IRS for a friend.

After having such a great experience with Debbie last year, I returned to Compass for support in filing my taxes this year. I worked with Zack and he was very friendly and quickly walked through...

This is definitely not your average tax place. When I say I've got a tax person, I've got a tax expert that I can count on and call up whenever I have a tax question, year round. None of this pop...
You might also like
Partial Data by Infogroup (c) 2025. All rights reserved.
Partial Data by Foursquare.