Personal services
Your investments should work as hard as you do. We offer personalized investment strategies that align with your risk tolerance, time horizon, and financial objectives.
- Tax
- Planning
- Investing & Retirement Income
About Compass
More than an accounting firm.
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.
More than 30 years of practical experience
At Compass Wealth Advisors, we provide personalized accounting services to individuals and business owners in Sarasota, Osprey & Lakewood Ranch. Our team is passionate about helping you achieve financial stability with our reliable services. Our advisors combine decades of experience with valuable insight to help you achieve your personal and professional financial goals. We want to help you save as much of your hard-earned money as possible and offer CPA services for small businesses.
Over the years, we have found that a team approach can be an effective method for helping clients with a wide variety of needs as they navigate a complex financial services world.
Our team of tax advisors takes the time to get to know you and ask questions to make sure we understand your goals and tailor our services to meet your needs. You can trust that we’ll give your financial goals the dedicated time and attention they deserve. Contact us today to schedule your free initial consultation with our tax advisors in Sarasota, Osprey & Lakewood Ranch.
- CPA & EAcredentialed tax team
- SEC-registeredinvestment advisory
- 7 days a weekby appointment
What we do
Comprehensive financial solutions, all in one place.
Business services
Running a business is complex—but you don’t have to do it alone. Our consulting services help you make confident decisions backed by financial clarity.
- Tax
- Accounting
- Advisory
- Starting & Closing a Business
Our Approach
From where you are to where you want to be.
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01 Understand
Start with a clear picture.
We take the time to understand your goals, your current financial position and what matters most to you.
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02 Plan
Build your financial plan.
A tailored strategy that brings together accounting, tax planning, investments, retirement and business needs.
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03 Implement
Put the plan into action.
We handle the details, from tax preparation and accounting to investment and retirement planning, with ongoing guidance along the way.
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04 Achieve
Move toward your goals.
Greater financial confidence, long-term security and the freedom to focus on what’s next.
Our Team
The people you’ll work with.
We combine the experience of a large firm with the personal attention that only a small firm can provide. Our clients come back to us year after year because they know they are in good hands.
We work to develop long-term relationships; whether your needs are simple or complex, we can help.
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John Daniels, CPA
Tax & Investments
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Helen Daniels, EA
Tax Law
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Don Paracca
Investments
Your Next Step
Let’s plan your next chapter.
Schedule a consultation to discuss your goals, tax needs or business plans.