2511 Garden Road, Ste B150, Monterey, CA 93940, US
OUR SERVICES
We offer tax preparation for all entities and individual returns. Compass Tax and Financial Services is open for face to face appointments now. We also offer ZOOM meetings for our clients.
Contact us today for assistance with your tax preparation needs.
FEEL FREE TO CONTACT US IF YOU HAVE QUESTIONS ABOUT THE PORTAL or APPOINTMENTS.
Your Taxes, Simplified
We are dedicated to our clients and have represented them in IRS and FTB Audits. We are current on tax law so we are always ready for any situation.
Year Round Service
We are here year round for all you tax planning needs. We can assist you in adjusting withholding, life changing strategies and tax planning.
Bookkeeping Services
Currently our bookkeeping services is on hold as we search for a new bookkeeper.
Our Staff
Debbie Hill, EA (she/her)
Debbie Hill is an Enrolled Agent and owner, joining the firm in 2018. Debbie started doing taxes professionally in 2003 with HR Block and was hired by Bay Tax Service in 2008. In 2010, she attained her Enrolled Agent status. Debbie prepares all types of tax returns, Individuals, Corporation, Partnerships and Non-Profits. She especially likes helping clients that are starting businesses, whether as sole proprietors or as an entity. Debbie retired from the post office after 29 years and when not preparing taxes, she likes to paint, travel and hang out with her 4 grandkids and 3 children. She can be reached directly at debbie@compasstaxpros.com
Margy Dunn, EA (She/her)
Margy has been in the tax preparation and consulting business for over 40 years. She has extensive experience in small business management, retirement planning, and specializes in estate and trust issues. While officially retired from the preparation of tax returns, Margy enjoys the tax and financial services field and provides research services on advanced tax and investment matters at Compass. Margy is a member of the National Association of Enrolled Agents (NAEA). Margy has been a resident of the Monterey Peninsula since 1976. She loves spending her free time with her Kids and Grandkids and in her second home in the Sacramento area She can be reached directly at margy@compasstaxpros.com.
Zack Belloni (he/him)
A Salinas native, Zack has many years of tax preparation experience. Under the tutelage of Enrolled Agents Debbie Hill and Margy Dunn, and well on his way to passing his own Enrolled Agent exams, Zack has broadened his tax practice and experience to cover most complicated tax situations. He enjoys spending time with his husband and fur-babies (dogs, cats, and guinea pigs) in his spare time at home.
Zack can be reached at Zach@compasstaxpros.com