# Compass Wealth Advisors (redesign)

> Integrated accounting, proactive tax strategies and personalized wealth advisory services for individuals, families and business owners in Sarasota, Florida.

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## Pages

- [Compass Wealth Advisors | CPA, Tax & Wealth, Sarasota FL](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/index.html.md): Integrated accounting, proactive tax strategies and personalized wealth advisory services for individuals, families and business owners in Sarasota, Florida.
- [Services | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/index.html.md): Accounting, tax, financial planning, investment and business advisory services for individuals, families and business owners in Sarasota, FL.
- [About Compass | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/about/index.html.md): Compass Wealth Advisors combines the rigor of a CPA with a long-term, advisory approach to wealth, for individuals, families and business owners in Sarasota, FL.
- [Tax Center | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/tax-center/index.html.md): Tax due dates, refund tracking, financial calculators, record retention guidance and other tax tools from Compass Wealth Advisors.
- [Contact | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/contact/index.html.md): Schedule a consultation with Compass Wealth Advisors in Osprey or Lakewood Ranch, FL. Call (941) 284-8511 or request a call back.
- [Privacy Disclaimer | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/privacy-disclaimer/index.html.md): Privacy Disclaimer for Compass Wealth Advisors, LLC.
- [Accessibility Statement | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/accessibility-statement/index.html.md): Accessibility Statement for Compass Wealth Advisors, LLC.
- [Opt-out Preferences | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/opt-out-preferences/index.html.md): Opt-out Preferences for Compass Wealth Advisors, LLC.
- [Tax Due Dates | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/tax-center/tax-due-dates/index.html.md): Federal tax deadlines for the year, with the next one highlighted.
- [Track Your Refund | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/tax-center/track-your-refund/index.html.md): Find out when your federal or state tax refund will arrive.
- [Financial Calculators | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/tax-center/financial-calculators/index.html.md): Interactive calculators for personal and business finances.
- [Record Retention Guide | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/tax-center/record-retention-guide/index.html.md): How long to keep business and personal tax records.
- [Finance Dictionary | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/tax-center/finance-dictionary/index.html.md): Plain-language definitions of financial and tax terms.
- [Tax Videos | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/tax-center/tax-videos/index.html.md): Short monthly videos on tax news and planning.
- [Tax Links | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/tax-center/tax-links/index.html.md): IRS, state tax department and other useful websites.
- [Life Events | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/tax-center/life-events/index.html.md): The tax side of personal, financial and business milestones.
- [Helen Daniels, EA | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/about/helen-daniels/index.html.md): Helen Daniels, EA, Tax Law, Compass Wealth Advisors, Sarasota, FL.
- [John Daniels, CPA | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/about/john-daniels/index.html.md): John Daniels, CPA, Tax & Investments, Compass Wealth Advisors, Sarasota, FL.
- [Personal Tax Planning & Preparation | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/personal-tax-preparation/index.html.md): Proactive planning and precise preparation that minimize your liability while keeping you fully compliant.
- [IRS Problem Resolution | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/irs-problem-resolution/index.html.md): We help you resolve your IRS tax problem and fend off garnishments, levies and seizures, from installment agreements to offers in compromise.
- [Cryptocurrency Tax | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/cryptocurrency-tax/index.html.md): Accounting and tax preparation for crypto activity: compliance with regulations, accurate record-keeping and efficient tax filing.
- [International Taxation | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/international-taxation/index.html.md): International taxation and accounting for foreign companies establishing a US presence, from state registration to M&A or exit.
- [Focused Financial Plan | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/focused-financial-plan/index.html.md): A plan that aligns your monthly budget, income and investment goals, with projections based on your risk tolerance and time horizon.
- [Financial Wellness Checkup | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/financial-wellness-checkup/index.html.md): A review and update of your existing financial plan (budget, investments and tax strategy), plus a second opinion on your portfolio.
- [Retirement Planning | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/retirement-planning/index.html.md): From IRAs and 401(k)s to pension analysis and Social Security optimization, whether you’re decades away or already retired.
- [College Planning | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/college-planning/index.html.md): 529 plans and financial aid strategies that balance your goals, budget and tax advantages.
- [Estate Planning | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/estate-planning/index.html.md): Wills and trusts, charitable giving and wealth transfer, coordinated with your legal advisors.
- [Investment Management | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/investment-management/index.html.md): Personalized strategies grounded in long-term thinking, tax efficiency and ongoing performance reviews.
- [Option Enhanced Portfolios | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/option-enhanced-portfolios/index.html.md): Option strategies that combine income enhancement, growth potential and downside protection.
- [IRA Advisory Services | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/ira-advisory/index.html.md): Choosing the right IRA, setting yearly contribution targets and planning the most beneficial approach to withdrawals.
- [Retirement Spending | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/retirement-spending/index.html.md): Withdrawal strategies and tax-efficient distributions that make your savings last.
- [Business Tax Planning & Preparation | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/business-tax-preparation/index.html.md): Year-round planning and preparation that keep your business compliant and reduce your tax liability.
- [Nonprofit Accounting & Tax | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/nonprofit-accounting/index.html.md): Audit, attest and tax services for nonprofits, from foundations and faith-based organizations to schools and associations.
- [Monthly Accounting | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/monthly-accounting/index.html.md): Reconciliations, financial statements and reporting that keep your books clean, compliant and insightful.
- [Bookkeeping | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/bookkeeping/index.html.md): Timely, accurate bookkeeping that saves you time, money and distractions, so you can focus on running your business.
- [Payroll | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/payroll/index.html.md): Customized electronic payroll, so you never have to worry about keeping up with tax law or reporting requirements again.
- [Outsourced CFO | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/outsourced-cfo/index.html.md): CFO-level talent part-time or on a project basis, with more flexibility and lower cost than a full-time hire.
- [Audit | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/audit/index.html.md): Audits for privately held companies only, plus reviews, compilations and agreed-upon procedures.
- [Business Consulting | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/business-consulting/index.html.md): Strategic insight grounded in real-world experience, to improve profitability and align your finances with your long-term goals.
- [Business Planning | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/business-planning/index.html.md): Budgeting, forecasting and cash flow analysis, from startup strategies to expansion models.
- [Business Valuation | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/business-valuation/index.html.md): Valuations for exit planning, buy/sell agreements, disputes, M&A, financing, litigation, and gift and estate tax planning.
- [Risk Management | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/risk-management/index.html.md): Internal controls, insurance reviews and contingency planning to protect your assets, income and reputation.
- [Benefit Plans | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/benefit-plans/index.html.md): Help weighing the costs and benefits of pension, profit-sharing and employee benefit plans, from 401(k)s to health insurance, plus plan audits.
- [Succession Planning | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/succession-planning/index.html.md): Valuation, tax implications and ownership transfer, for a smooth, financially sound exit.
- [Business Formation | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/business-formation/index.html.md): Choosing the right entity for taxes and personal liability, then the agreements and state filings to get off to the right start.
- [Dissolving a Business | Compass Wealth Advisors](https://eg9h9e0ljsf5o7e.cloudcanalapps.io/services/dissolving-a-business/index.html.md): Winding down a business properly: tax requirements, state dissolution filings and a fair split of assets and liabilities.