Compass Consulting

Financial Planning Consultants, Accounting Services, Bookkeeping

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(760) 741-3634Call Visit WebsiteVisit Website Map & DirectionsDirections420 S Juniper StEscondido, CA 92025 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 5:00 pm
Sat:	9:30 am - 5:00 pm

Places Near Escondido with Financial Planning Consultants

San Marcos (9 miles)
Valley Center (12 miles)

More Info

Email

Extra Phones

Fax: (760) 741-2481

Payment method

amex, debit, diners club, discover, master card, visa

Other Links

http://www.compasstfc.com

http://compasstaxconsulting.com/contact.php

Categories

Financial Planning Consultants, Accounting Services, Bookkeeping, Business Coaches & Consultants, Financial Planners, Financial Services, Investment Advisory Service, Investments, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Phone: (760) 741-3634

Address: 420 S Juniper St, Escondido, CA 92025

Website: http://www.compasstfc.com

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Compass Consulting

Tax Planning
This segment of financial guides is dedicated to strategic tax planning for business owners. Can you save more? We think so.
Charitable Giving
Itâ€™s a good idea to keep the records that support items on your individual tax returns until the three-year statute of limitations runs out. Examples of supporting records include canceled checks, charitable contributions receipts, and documents showing your mortgage interest payments and retirement plan contributions. These documents may also support an amended tax return if you find you overlooked something.
Estate Taxes
IRS Representation
Nothing strikes fear in the hearts of people more than receiving an IRS Audit letter in the mail. Audits take significant time away from your business and family, requiring you to gather mounds of records substantiating each and every item reported on your tax return and develop a comprehensive understanding of tax law.
Tax Services
Tax Preparation can be a task that leaves you with more questions than answers. According to a study released by the US Government's General Accounting Office last year, most taxpayers (77% of 71 million taxpayers) believe they benefited from using a professional tax preparer.
Roth IRA
The IRS requires you to keep copies of FormsÂ 8606, 5498 and 1099-R until all the money is withdrawn from your IRAs. Itâ€™s even more important to retain records of all transactions relating to Roth IRAs, in case youâ€™re ever questioned.
Tax Deductions
Income Tax
A final income tax return and related forms must be filed for the year of closing. The correct return to file depends on the type of business.

Bonds

Accounting Services
Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas, you'll be prepared with a QuickBooks Tune-up. In four (4) hours, a QuickBooks Professional Advisor will help you clean up and organize your bookkeeping system.
Payroll Services
Our payroll service eliminates the burden of customizing, updating and maintaining your own payroll system--no more data entry, no more researching updates or new laws, no more worries.
Bookkeeping Services

Financial Planning
Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS problem resolution, estates and trusts, business formation, financial planning and investment, real estate and business sales.
Retirement Planning

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