Services

4 REASONS WHY

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, wholistic approach to your circumstances.
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WHAT WE PROVIDE

Accounting

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
Mergers/Acquisitions
Reading Legal Documents

Let's Start With a Cup of Coffee

Tea, if you prefer. Whatever it takes to make you comfortable while talking about your tax or accounting needs. There are no silly questions. Our answers are based on years of experience and expertise. 

HOW MAY WE HELP?

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