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.
Fantastic tax prep experience! I recently moved to the Monterey area and needed local tax prep assistance. Despite this being the extremely busy tax season, Debbie accepted me as a new client. She is very experienced and knowledgeable, and answered all of my questions. The turn-around time was so much shorter than I expected and the fee was very reasonable! Very pleased with her fast and accurate service, and her staff is fantastic. Everyone is very friendly, very organized/efficient, and helpful. Thanks Debbie & team! See you again next year. Five stars*****
Apr 2025
5.0★★★★★
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.
Apr 2024
5.0★★★★★
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!
