Cancel

    Open app

    Search

    Compass Financial Management

    5.0 (2 reviews)

    Services - Compass Financial Management

    Audit and conflict resolution support

    Current year tax preparation and filing

    Past year(s) tax preparation and filing

    Compass Financial Management Photos

    You might also consider

    Recommended Reviews - Compass Financial Management

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    11 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Evan A.
    98
    13
    0

    12 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Compass Financial Management

    You might also consider

    Verify this business for free

    People searched for Tax Services 2,122 times last month within 15 miles of this business.

    Verify this business

    Electro Tax Services

    Electro Tax Services

    (24 reviews)

    As first-time clients, we paid for this tax service expecting professional accuracy and proper…read morehandling. Instead, a serious error occurred when the wrong SSN for my husband was entered. We were later told the accountant was not their regular staff, but that does not remove the business's responsibility for work done under their name. Despite the clear mistake and inconvenience caused, there was no refund and no compensation offered. I am sharing this as a warning to others to be very cautious when using this service. Based on this experience, we will not be coming back. Overall, extremely poor accountability and disappointing service for a paid professional tax preparation service. Not worth lining up for--poor experience and not worth the time

    i am very disappointed with the service we received. We spent nearly the entire day at the office…read more(from early morning until late afternoon), only to have our tax return initially rejected due to an incorrect SSN entry made by the preparer. This indicates a lack of proper intake procedure and basic verification before filing. We were later informed that the preparer handling our case was not regular staff, which raises concern about supervision and quality control. Regardless, the office is responsible for ensuring all filings are accurately reviewed before submission. As first time clients, we relied on this office for guidance and accurancy, yet we experienced poor organization, repeated delays and avoidable mistakes. Even after re- filling, the process caused unnecessary stress and wasted a significant amount of our time. While the issues was eventually corrected, we were told there would be no refund no compensation, despite the significant time wasted and the clear service error. Overall service was unprofessional, involved poor communication, avoidable mistake and inefficient. I would not recommend this office to others without significant improvement in their intake and review process. Don't be misled by the hype or long lines-service quality did not match expectations.

    Liberty Tax

    Liberty Tax

    (32 reviews)

    Warning: Fraudulent activity and unauthorized bank withdrawal by staff. In November 2023, I visited…read morethe Liberty Tax office in San Mateo to file my tax returns for the past two years. Since my only documents were bank statements, I trusted them and provided my online banking login credentials so they could access the statements.A few days later, an employee named Sajide Ali contacted me and stated they were working on my file. I wrote a check of $1,290 as their service fee. It is important to note that during this period, I was suffering from severe, debilitating health issues.Ultimately, they never filed my tax returns. When I later checked my bank account, I discovered that Sajide had used my login credentials to make an unauthorized Zelle transfer of $1,290 directly from my account to theirs.For a long time, I contacted them repeatedly demanding either my completed tax returns or a full refund. Every single time, they denied it and lied, claiming I never made such a payment. When I confronted the manager/owner (Tanka) over the phone, I was met with severe verbal abuse and insults.I have recently downloaded 7 years of historical bank transactions. I have recovered the absolute proof: both the original check I wrote and the unauthorized Zelle transaction Sajide made using my login info. I am attaching these documents to this review. They took advantage of a sick, vulnerable elderly customer who trusted them. This is a severe breach of trust, identity theft, and financial fraud. Avoid this location at all costs.

    Fantastic personal service from knowledgeable trusted staff! Walked in . They took care of my…read morecomplicated taxes. Huge relief . Special thanks to Rachel!

    Compass Financial Management - taxservices - Updated October 2026

    Loading...
    Loading...
    Loading...