Compass CPA, PC的封面图片
Compass CPA, PC

Compass CPA, PC

会计

San Rafael,CALIFORNIA 1,962 位关注者

A trusted and relationship-based tax and accounting service solution for growing businesses and entrepreneurs.

关于我们

For a fraction of the cost of hiring internally, our Virtual Controller, Accountant, and CFO services partner you up with a dedicated team of virtual accountants, CPAs, tax professionals, and other professional specialists who will work closely with you and your team to achieve your goals and to run a successful business. Our services go beyond basic bookkeeping and accounting; we offer comprehensive financial reporting, forecasting, and a variety of business and individual tax services. Partnering with Compass CPA, P.C. will give you financial peace of mind and allow you to go back to doing what you know and love doing best with your business. We will help manage your accounting and tax operations through all steps in the cycle of a business year from tax planning to your basic bookkeeping and reporting. Feel safe knowing you’re in the best hands! No matter what size, age, location, or success level of your company, we have a service product that matches your needs! We offer four different service products, each with additional a-la-carte services that can be added on, so you only pay for exactly what you want and need. Our Virtual Controller, Virtual Accountant, and Virtual CFO services give you a dedicated remote team of CPAs and highly trained accountants. Compass CPA, PC offers income tax return services for individual, partnership, and corporate tax returns. You can have both your accounting and tax preparation done at the same place, which will make the process easier for you since we will already be familiar with the amounts that are going to appear on your tax return. We also specialize in sales tax services. We can also give you an estimate of the tax implications of any new transactions you may be planning to enter into. If you need your tax return done, whether we are doing your accounting or not, give us a call, we will take a look at last years income tax return and give you a free estimate.

网站
https://www.compasscpa.net
所属行业
会计
规模
11-50 人
总部
San Rafael,CALIFORNIA
类型
私人持股
创立
2021
领域
Accounting、Tax、CFO、Proactive Planning、Financial Management、QuickBooks Online、R&D Credit、Tax Planning、Tax Compliance和Virtual Controller

地点

Compass CPA, PC员工

动态

  • 查看Compass CPA, PC的组织主页

    1,962 位关注者

    Our R&D Tax Credits Clients Maximized their Investments! — Find Out How we helped them! Here’s the harsh truth, many companies unknowingly miss out on a huge opportunity to boost their business growth and save money! Don’t be part of it… What’s the Secret? The R&D Tax Credit! R&D Tax Credit remains one of the most underutilized benefits available. If you are trying to expand your business, you would still need to maximize your investments! Why not see if you're missing out? Discover the Potential in Our Animated Guide! Check out this captivating animation to understand R&D tax credits better. It’s not just for tech giants—industries from manufacturing to food & beverage and beyond are eligible, yours could be part of it too! Want to get started? Answer this Match Questionnaire https://lnkd.in/guXs4Ert so we can understand your business better and suggest you options you have! Want to know if you're eligible for R&D Tax Credits? Take this survey: https://lnkd.in/gSvzgHee Why Choose Compass CPA? At Compass CPA, we are recognized as experts in identifying and maximizing eligible R&D activities. We will guide you every step of the way to ensure you don’t miss out on anything and reach optimal benefits. Ready to Boost Your Innovation and Savings? Contact Compass CPA today and let us help transform your innovative efforts into tangible financial advantages! Tag someone who could benefit from this! Let’s make sure all our connections are making the most of their potential! #Innovation #RDtaxCredits #TaxSavings #BusinessGrowth #CompassCPA #BusinessInnovation #TechStartups #EngineeringExcellence #FoodTech #ManufacturingInnovation #software #SaaS #tech #technology #Tax #investment

  • 查看Compass CPA, PC的组织主页

    1,962 位关注者

    ALERT: Only 10 Days Left to make your S-Corp election for 2025! This small step could mean up to 15% in tax savings, but the clock is almost out. Here’s what you’ll gain: ? Tax savings for ALL of 2025 ? More control over your business profits ? Peace of mind with expert support Time is short—don’t wait until March 17th to act! Schedule your FREE tax strategy session now, and tag a business owner who could use an extra boost in 2025. Every day counts. Secure your future today! https://buff.ly/y1ixIek

    • 该图片无替代文字
  • 查看Compass CPA, PC的组织主页

    1,962 位关注者

    Discover why a Fractional CFO could be the game-changer your growing business needs! Feeling overwhelmed by financial management while trying to scale your business? Our latest blog breaks down how a Fractional CFO can help you: ? Optimize cash flow ? Strengthen financial systems ? Support strategic growth ? Ensure tax & audit readiness ? Improve operational efficiency Read the full article on our website to learn how a Fractional CFO can transform your business's financial future! https://buff.ly/cfKlSRt

  • 查看Compass CPA, PC的组织主页

    1,962 位关注者

    Are you ready to take your business to the next level? Discover the game-changing benefits of having a Virtual CFO on your team! Our latest animation video breaks down how a Virtual CFO can streamline your finances, provide expert insights, and help you make smarter business decisions. Don’t miss out on this opportunity to see the difference for yourself. Watch the Video and See the Difference! Learn more about our services by visiting our website https://buff.ly/5lmyCNS

  • Real Estate Tax Updates: How Real Estate Professional Status Impacts Deductions for 2025. Don’t miss these changes! Attention Real Estate Investors! Important tax changes are coming in 2025 that could significantly impact your deductions under Real Estate Professional Status (REPS). Stay ahead of the curve and maximize your tax benefits. This guide breaks down what you need to know about these critical updates. Don't let these changes catch you off guard - schedule a consultation with our tax experts today to ensure your real estate investments are structured optimally for 2025. https://buff.ly/4hBrdEn

    • 该图片无替代文字
    • 该图片无替代文字
    • 该图片无替代文字
    • 该图片无替代文字
    • 该图片无替代文字
  • 20 Days Left: Secure Your Savings You’re running out of time to lock in 2025 tax savings! Choosing S-Corp status could mean up to 15% more profits in your pocket—but you must act before March 17th (just 20 days left!). Don’t let 2025 be the year you missed out on easy savings: ? Keep more of what you earn ? Make this tax season less stressful ? FREE personalized tax strategy session available Tap the link and take control of your taxes today. https://buff.ly/41iYfDS Tag a fellow business owner who shouldn’t miss out either!

    • 该图片无替代文字
  • Did you know that correctly managing Restricted Stock Units (RSUs) can have an immense effect on your financial health? If you are granted RSUs, you need to know the best tactics for dealing with them. Though managing these assets may appear complicated, using effective tactics guarantees that you maximize their value. Check out our blog post to learn the secrets of RSU management. Learn more about using RSUs in your investment strategy. Here's the link: https://buff.ly/4gw4xoi

    • 该图片无替代文字
    • 该图片无替代文字
    • 该图片无替代文字
    • 该图片无替代文字
    • 该图片无替代文字
      +2
  • RSUs can significantly increase your tax bill. But thorough planning can help to mitigate the impact. Here's how?to master the 6 RSU tax reduction strategies: ? Maximize tax-deferred contributions — Contribute to your 401(k) to lower taxable income. ? Deduction Bunching – Consolidate deductions in a single year to exceed the standard threshold. ? Utilize Donor Advised Funds – Donate RSUs for an immediate deduction while avoiding capital gains. ? Hedge with Options- Buy put options to defer taxes and safeguard your investment. ? Sell RSUs Tax Efficiently — Hold RSUs for one year to maximize long-term capital returns. ? Capitalize on Losses – Use investment losses to offset profits. Strategize wisely to retain more of your RSU gains. Your future self will be grateful for you. Need expert help on how to handle your RSUs? Contact us at Compass CPA; we specialize in handling difficult tax strategies. Learn more about using RSUs in your investment strategy. https://buff.ly/4gw4xoi

    • 该图片无替代文字
    • 该图片无替代文字
    • 该图片无替代文字
    • 该图片无替代文字
    • 该图片无替代文字
      +3
  • ?? IRS Layoffs & Tax Season: What It Means for You The IRS is laying off thousands of workers due to funding shortfalls, just as tax season ramps up. What does this mean for the average taxpayer? ?? Longer Wait Times – Expect delays when calling for assistance. Getting a live agent might take even longer than usual. ?? Slower Processing – Refunds and tax return processing could take more time, increasing frustration for filers. ?? More Automated Billing & Collections – With fewer human agents, the IRS will likely lean on automated systems for notices and collections, meaning less flexibility and more automated enforcement. As the IRS adapts, taxpayers need to be proactive—file early, double-check for errors, and contact us at Compass CPA if you need a pro to help you navigate through it all. Learn more:

相似主页

查看职位