Greetings to a New Year, and hopefully a better one.
We are accepting appointments now through ZOOM and also in our office. If you want to drop off your documents, we offer curbside assistance, and of course, the Portal is an option.
We continue to be COVID compliant with mask wearing and social distancing and sanitizing the office.
Contact us today for assistance with your tax preparation needs.
PLEASE CONTACT US IF YOU HAVE QUESTIONS ABOUT THE PORTAL OR YOUR TAX RETURN, OR APPOINTMENT.
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.
We are here year round for all you tax planning needs. We can assist you in adjusting withholding, life changing strategies and tax planning.
We have solutions to your Bookkeeping problems. With a QuickBooks staff member on site we can meet all of your needs and take the worry out of your bookkeeping tasks.
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 email@example.com
Margy has been in the tax preparation and consulting business for over 35 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). She currently serves on the Board of Directors for the California Tax Education Council (CTEC). Margy has been a resident of the Monterey Peninsula since 1976. She loves spending her free time with her granddaughter, Penelope, and in her beautiful home on the island of Kaua’i, HI. She can be reached directly at firstname.lastname@example.org.
Our newest member is Maggie. She has 14 years experience in tax preparation for individuals. She is also our new Accounting Clerk and specializes in Accounts Payable and Receivables, Payroll and Account Reconciliation. Maggie is a great asset to our office and you will find her very helpful in assisting clients in the office.
Maggie can be reached at Admin@compasstaxpros.com