Tax Services

Compass Financial Offers
Tax Planning Services
It’s our belief that tax planning should be an integral part of your overall retirement strategy. There are tactics you can employ to reduce your tax burden in retirement. Help us show you how you can do this: We view decisions through a tax-efficient lens. We have a tax professional on staff here who can work with you and determine your necessary preparations and needs.
From preparing your annual tax returns, to creating a tax-advantaged estate plan and trusts, no matter how complicated your taxes might be, we’re here to help. Tax services we offer include:
- Proactive tax analysis to identify opportunities for tax reduction
- Tax-efficient gifts, trusts, foundations, and funds
- Strategic estate tax planning
- 401(k) and IRA plan optimization strategies
- And more