Compass Tax Solutions LLC

Providing professional tax & accounting services and guidance through exceptional service at competitive rates to small businesses.

Accountant (show on map)

Full-service accounting and tax firm serving small businesses and individuals in the Pacific Northwest.

Call (503) 579-9889

Navigate to Visit website

About

Compass Tax Solutions, LLC is a full-service accounting practice serving small businesses and individuals. They provide professional tax and accounting services including bookkeeping, payroll, tax preparation, audit representation, and general consulting.

The firm is committed to helping small business owners overcome challenges related to messy bookkeeping, unfiled taxes, and payroll issues so they can focus on growing their business.

Former IRS auditor with 11.5 years of experience

Enrolled Agent and Licensed Tax Consultant credentials

Commitment to five core values: Word, Honesty, Innovation, Discipline, Excellence

Personal one-on-one service and guidance

Competitive rates for small businesses

Services

Accounting and Bookkeeping

Full line of accounting services providing sound, accurate reporting and critical analysis including quarterly and annual financial statement reporting, bank reconciliations, and general ledger maintenance.

Financial statement reporting Bank reconciliations General ledger maintenance Data review and counsel

Payroll Services

Outsourced payroll handling including direct deposit, payroll check printing, compliance with tax payments and reporting, and W-2, W-3, and 1099 processing.

Direct deposit and check printing Tax payment compliance Payroll reporting W-2, W-3, 1099 processing Dedicated payroll specialist

Tax Preparation

Comprehensive tax planning and preparation for individuals and businesses with customized tax-saving strategies.

Customized tax planning Tax-saving strategies One-on-one service IRS compliance

Audit Representation

IRS and State representation services to support clients in the event of an IRS notice or audit, including communication with tax authorities on behalf of the client.

IRS representation State representation Information collection Tax authority communication

QuickBooks Expertise

Professional QuickBooks consulting and support services.

QuickBooks consulting Setup and support

Planning for Individuals & Businesses

Financial and tax planning services tailored to the unique situation of individuals and businesses.

Customized planning Tax-saving strategies Ongoing guidance

Credentials & Certifications

Enrolled Agent (EA)

Licensed Tax Consultant (LTC) #36770-C

OBTP Business License for Oregon

Frequently Asked Questions

What services does Compass Tax Solutions offer? +

They offer accounting and bookkeeping, payroll, tax preparation, audit representation, QuickBooks expertise, planning for individuals and businesses, general consulting, and budget counseling.

Who is the founder of Compass Tax Solutions? +

Yvonne Sera is the Founder & Owner of Compass Tax Solutions, LLC.

Does Compass Tax Solutions help with IRS audits? +

Yes, they offer IRS and State representation services to support clients in the event of an IRS notice or audit.

What is Yvonne Sera's background? +

Yvonne Sera worked for the IRS for 16.5 years as a federal tax auditor for 11.5 years, and holds a bachelor's degree from Warner Pacific College with a double major in Accounting and Business.

Where is Compass Tax Solutions located? +

They are based in Portland, Oregon, with a mailing address at PO Box 23142, Portland, OR 97281-3142.

What types of clients does Compass Tax Solutions serve? +

They serve small businesses and individuals in the Pacific Northwest.