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
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
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 margy@compasstaxpros.com.
Zachary Belloni
Our newest member is Zachary. He has joined our team to assist in preparing taxes and light bookkeeping. Zachary is a great asset to our office and you will find him very helpful in assisting clients in the office.
Zachary can be reached at Zach@compasstaxpros.com
His photo will be coming soon.