About Capital Compass

Tax expertise for those pursuing financial independence

Our values

The principles that guide everything we do at Capital Compass.

  • We believe in empowering clients through knowledge, not just delivering services.

  • Fee-based services with no hidden costs, aligned with financial independence principles of financial clarity.

  • Specialized expertise for those pursuing financial independence.

  • Streamlined processes that respect your time and resources on your path to financial freedom.

Bridging Tax Expertise with Financial Independence

Capital Compass Tax and Finance was founded on the belief that tax strategy should be an integral part of the journey to financial independence.

With years of experience as an Enrolled Agent preparing individual tax returns, we combined technical tax expertise with a passion for helping others achieve financial freedom. Capital Compass exists to guide clients through the complexities of the tax landscape while keeping their eyes fixed on the ultimate destination: financial independence and the ability to spend time doing what they love.

What sets us apart is our unique understanding of both tax optimization and financial independence principles. We speak the language of financial independence and translate complex tax concepts into actionable strategies that accelerate your journey to financial freedom.

Why work with an enrolled agent?

Enrolled agents are uniquely qualified tax professionals with federal licensure from the IRS, specializing exclusively in taxation. Unlike CPAs, who may focus on broader areas such as accounting, auditing, and financial planning, enrolled agents dedicate their expertise solely to tax matters. This deep specialization often makes them a better choice for complex tax situations, IRS representation, and personalized tax strategies. By working with an enrolled agent, you gain a partner who prioritizes your tax needs and delivers unmatched advocacy and precision.

What is Financial Independence?

Financial independence is about having the means and control to support your lifestyle without relying on external financial sources, like traditional employment or financial aid. It’s the result of strategic planning, saving, investing, and managing money wisely to ensure your expenses are covered and your future is secure. With financial independence, you can make choices driven by your goals and values, rather than financial constraints, allowing you to focus on what truly fulfills you.

Ready to work with a tax professional who understands your financial goals?

Schedule a free consultation to see how we can help accelerate your journey to financial independence.