Compass Pointe CPAs

  • We have vast experience in a wide variety of accounting, tax and business services.
  • We are relationship-driven.
  • We see ourselves as part of your team of trusted professionals.
  • We take a comprehensive, holistic approach to your circumstances.
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Part science. Part art. We follow (to the nth degree) the rules, practices and principles of general accounting. We use our skills and expertise to serve your business or organizational needs.

Business and Entrepreneurial Support

You have a dream, or maybe a great idea. Whether you are deciding to start a company or have successfully guided your company for many years, we are your partner at every step. We provide a suite of services – including bookkeeping and payroll management.

Tax Planning and Technical Research

We are more than your tax preparers. The breadth of our experience enables us to recommend best strategies to maximize your efficiencies.

Legacy Planning

What do you hope to pass on to the next generation? We help with legacy and estate planning, wills, trusts, charitable contributions and other strategies. We also collaborate with your legal counsel and other professionals on your team.

Succession Planning

There comes a time when you need to prepare for the next generation of ownership for your business. We review and provide advice on ownership transition, tax impact, leadership and company valuations.

Other Services
1031 Exchanges
Reading Legal Documents

Let's Have A Virtual Chat

Compass Pointe CPAs is taking precautions to help protect our clients and staff during this pandemic. Please be mindful of others and avoid coming into our office if you are ill or have been exposed to someone who is ill or tested positive for the COVID-19 virus.

For your health and safety, we schedule convenient virtual appointments during our office hours. Appointments with our partners are subject to their availability.

Monday through Thursday, from 8 a.m. to 6 p.m.
Fridays from 8 a.m. to Noon (during June and July)
Saturdays from 8 a.m. to noon


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