Profile
ZACHARY IAN BELLONI
ListedMonterey Tax Preparation and Planning Practice
About
About
Compass Tax and Financial Services is a Monterey, CA tax practice offering tax preparation and planning support for individuals, families, and business entities.
The practice supports clients through in-person appointments and also notes the availability of Zoom meetings in its website text.
Compass Tax and Financial Services is a Monterey, CA tax practice offering tax preparation and planning support for individuals, families, and business entities. The firm describes its work as professional tax preparation and planning services, with help available for tax needs that may be one-time or recurring.
The practice supports clients through in-person appointments and also notes the availability of Zoom meetings in its website text. Its public materials reference a TaxDome client portal, invoice payment access, and helpful links for refund status, IRS payments, FTB payments, forms, and IRS news.
Zachary Ian Belloni is listed with an AFSP credential in the provided profile facts. The source text also names Aimee Firmalo as a California Registered Tax Preparer on the Compass Tax and Financial team.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | In-person | ||
| Tax services | In-person | ||
Availability
Availability
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Monday
OpenTuesday – Sunday
ClosedService areas
Service areas
Monterey, CA
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