About Compass Tax And Financial Services, Inc
Compass Tax And Financial Services, Inc. in Monterey, CA, provides a range of services including tax planning, bookkeeping, and tax advice. With many years of experience, the team is dedicated to delivering affordable and effective solutions for tax preparation. Clients have reported positive experiences, highlighting the helpfulness and professionalism of the staff. One customer shared how they overcame tax issues with the assistance of a team member, recovering a significant amount of money. Another customer praised the friendly service and efficiency in completing tax filings on the spot. Overall, Compass Tax And Financial Services, Inc. is recommended for anyone seeking reliable help with tax filing and related questions.
We have been working with Debbie since before she was with Compass. We opted to move with her when she started her own business and are so glad we did! We stuck with her even after we moved out of the area, too. Zach and Debbie have made the process of doing taxes so much easier for us and we have felt supported every step of the way.
I came to Debbie last year (2023) when my 2021 taxes were a mess- I had to deal with IRS letters and back and forth with my financial institution. Long story short--Debbie was able to help me prove that I did not need to pay and get me back the large amount of money that I had paid when I didn't need to. Fast forward to this tax season and I returned to work with Zack for my tax filing. I was pleased again with the service and would recommend them to anyone looking for assistance. Happy customer!
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 the process. I brought all of the documentation he requested and I was able to get my taxes done right on the spot- so easy! I am happy with the service and I would still recommend this company to anyone for their tax services.