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Compass Tax Advisors: your Financial Concierge
Proactive, concierge-style service that align with your complex financial goals.
Our Values
People First
Client Driven
Client Driven
Our clients and team are at the core of everything we do. We prioritize building meaningful relationships that go beyond numbers, treating every client with personalized care and respect. By focusing on the human side of finance, we create lasting partnerships that drive success.
Client Driven
Client Driven
Client Driven
We understand the unique complexities and aspirations of our clients. Our services are tailored to align with client goals, providing proactive solutions that safeguard wealth and empower financial confidence. You vision guides our strategy, and we’re dedicated to exceeding expectations.
Trust and Integrity
Trust and Integrity
Trust and Integrity
We operate with unwavering honesty and discretion, knowing trust is the cornerstone of our relationships. Clients count on us for ethical guidance, reliable advice, and transparent communication. Our reputation is built on delivering what we promise while upholding the highest professional standards.
Constant Progress
Trust and Integrity
Trust and Integrity
The financial landscape is ever-changing, and so are we. Through continuous education, innovation, and adaptation, we ensure our clients stay ahead. Whether navigating new tax laws or exploring advanced strategies, we’re committed to evolving alongside our clients to deliver exceptional results.
Specialized Services
Tax Services
- Advanced Tax Planning: Designing multi-year tax strategies to minimize liabilities, such as capital gains deferral, loss harvesting, and structuring deductions.
- Estate and Gift Tax Planning: Helping clients navigate estate tax exemptions, gifting strategies, and trusts to preserve wealth across generations.
- International Tax Compliance: Assisting with cross-border tax issues, foreign income reporting, and compliance with FATCA and CRS regulations.
Wealth and Estate Planning
- Estate and Trust Planning: Create strategies to minimize estate taxes and ensure efficient wealth transfer to heirs.
- Retirement Planning: Optimize contributions to, distributions from, and conversions of retirement accounts (IRAs, 401(k)s, SEP IRAs, etc).
- Succession Planning: Help with the transfer of business interests to the next generation or outside buyers (GRATs, FLPs, etc).
- Philanthropy and Charitable Giving: Advise on tax-efficient charitable contributions and establish donor-advised funds or foundations.
Financial Advisory
- Family Office Services: Acting as a personal CFO or family office advisor.
- Cash Flow and Budget Management: Develop personalized plans for liquidity management and cash reserves.
- Risk Management: Advise on insurance coverage, asset protection, and liability reduction.
- Business Consulting: Supporting your business ventures with financial analysis, forecasting, family governance, and structuring.
Investment Guidance
- Tax Implications of Investments: Analyze and mitigate tax consequences of investment strategies.
- Alternative Investments: Provide advice on private equity, hedge funds, or real estate investments.
- Real Estate Advisory: Optimize ownership structures and tax benefits for investment properties.
Specialized Services
- IRS Representation: Assist with audits, appeals, or resolving disputes.
- Relocation Tax Planning: Advise on tax implications of moving to different states or countries.
- Mergers and Acquisitions: Consult on tax-efficient sale or purchase of businesses.
Financial services may be provided wholly or in part by Gallatin Financial Advisors LLC, a Wisconsin RIA and Fiduciary proudly serving the Midwest and beyond.