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    Compass Tax & Financial Services

    5.0 (10 reviews)
    Closed Closed
    Updated 3 months ago

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    Services - Compass Tax & Financial Services

    Bookkeepers

    Business filing for current tax year

    Individual filing for current tax year

    7 More Services

    Current year tax preparation and filing

    Business filing for past tax year(s)

    Individual filing for past tax year(s)

    Past year(s) tax preparation and filing

    Payroll services

    Audit and conflict resolution support

    Tax planning

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    1 year ago

    Very responsive, professional. Provided excellent tax services, including revising 1040's as well as coordinated with IRS for a friend.

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    7 years ago

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    Review Highlights - Compass Tax & Financial Services

    After having such a great experience with Debbie last year, I returned to Compass for support in filing my taxes this year.

    Mentioned in 4 reviews

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    Lori Runkle,  CPA,  EA

    Lori Runkle, CPA, EA

    3.0
    (2 reviews)

    Long story short, Ms. Runkle hung up on me when I questioned her accounting service. She does the…read morebooks for our subdivision's water company and emails monthly invoice. If a member misses payment on an invoice, they have no way of knowing because she refuses to put past due amounts on invoices. I am well aware that this would be a very easy task in QuickBooks which is the software she uses. It's easy to miss a payment because until this year we were only billed every other month; now this has changed to monthly. So, even with the best intentions, one can miss a payment. She refuses to send statements also which would be the other way to alert water company members of past due amounts. None of this would be difficult for her to do in QuickBooks. So, I called her after the water company treasurer explained to me that she was being uncooperative with them. They had asked her to send letters and a current statement to those of us who had missed a payment (in my case, due to a family disaster.) Her letter was inaccurate (and quite hostile) for which she did apologize. When I began with one last question, apparently she'd had enough and hung up on me! ! An individual who has worked with Runkel tells me that doesn't "do customer service." She has blamed her poor service on the inability to hire a competent bookkeeper. (As a former bookkeeper I would expect she'd assess their skills before hiring them.) I have worked for difficult CPA's and I will definitely add her to the list of ones to avoid when possible. Please be careful.

    Lori is a very caring person. She'smart and personable. I trust her to give me the best advice.read more

    Compass Tax & Financial Services - taxservices - Updated July 2026

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