Navigate your taxes.

Chart your future.

Transparent, fee-based tax preparation and planning services aligned with your journey to financial freedom.

Our Mission

To provide expert tax guidance that accelerates your journey to financial independence, allowing you to spend more time doing what you love.

Why Choose Capital Compass?

Financial Independence focused tax expertise

Transparent, fee-based pricing, no commissions

Educational approach to tax planning

Collaborate with a real person

Tax Expertise for Your
Financial Independence
Journey

Capital Compass Tax and Finance was founded to bridge the gap between tax expertise and financial independence goals. As an Enrolled Agents, our approach combines technical tax knowledge with practical strategies for achieving financial freedom.

We believe that tax strategy should be an integral part of your journey to financial independence, not just a yearly obligation. Our services are designed to educate and empower you to make informed decisions that align with your long-term financial goals.

Are you an ALICE household or qualify for VITA* but can’t get an appointment?

We will help you find the best option to complete your taxes or do them for you for a small fee.

*People who generally make $67,000 or less qualify for the IRS Volunteer Income Tax Assistance (VITA) Program.