Track Your Refund
Find out when your federal or state tax refund will arrive.
Accounting Tax Wealth Advisory
Integrated accounting, proactive tax strategies and personalized wealth advisory services for individuals, families and business owners in Sarasota and beyond.
Our Approach
01 Understand
We take the time to understand your goals, your current financial position and what matters most to you.
02 Plan
A tailored strategy that brings together accounting, tax planning, investments, retirement and business needs.
03 Implement
We handle the details, from tax preparation and accounting to investment and retirement planning, with ongoing guidance along the way.
04 Achieve
Greater financial confidence, long-term security and the freedom to focus on what’s next.
Our Services
Proactive planning and precise preparation that minimize your liability while keeping you fully compliant.
From IRAs and 401(k)s to pension analysis and Social Security optimization, whether you’re decades away or already retired.
Personalized strategies grounded in long-term thinking, tax efficiency and ongoing performance reviews.
Wills and trusts, charitable giving and wealth transfer, coordinated with your legal advisors.
Withdrawal strategies and tax-efficient distributions that make your savings last.
529 plans and financial aid strategies that balance your goals, budget and tax advantages.
Strategic insight grounded in real-world experience, to improve profitability and align your finances with your long-term goals.
Budgeting, forecasting and cash flow analysis, from startup strategies to expansion models.
Reconciliations, financial statements and reporting that keep your books clean, compliant and insightful.
Year-round planning and preparation that keep your business compliant and reduce your tax liability.
Internal controls, insurance reviews and contingency planning to protect your assets, income and reputation.
Valuation, tax implications and ownership transfer, for a smooth, financially sound exit.
Why Compass
We combine the rigor of a CPA with a long-term, advisory approach to wealth. That means accurate, compliant accounting and tax support, paired with practical financial guidance for the bigger picture.
You get the experience of a large firm with the personal attention only a small firm can provide. Our clients come back year after year because they know they are in good hands.
Meet our team
Tax & Investments
Tax Law
Investments
Tax Center
Find out when your federal or state tax refund will arrive.
Interactive calculators for personal and business finances.
How long to keep business and personal tax records.
Your Next Step
Schedule a consultation to discuss your goals, tax needs or business plans.
