About Us
At THE COMPERE FINANCIAL & TAX SERVICES, INC., we are a team of experienced financial, tax, and investment professionals dedicated to helping individuals, families, and businesses make confident, well-informed financial decisions.
With over a decade of combined industry experience, our advisors bring deep expertise in tax strategy, financial planning, insurance protection, annuities, and investment management — delivering fully integrated solutions under one trusted firm.
Who You Are
At THE COMPERE FINANCIAL & TAX SERVICES, INC., we are a dedicated team of experienced financial, tax, and investment professionals committed to helping individuals, families, and businesses make confident financial decisions.
We provide fully integrated solutions that combine tax expertise, financial planning, insurance protection, annuities, and investment management — all under one trusted firm.
Our Experience
With over a decade of combined industry experience, our advisors bring deep knowledge across tax compliance, wealth management, retirement planning, business advisory, and risk management.
Our long-standing presence in the industry allows us to anticipate challenges, identify opportunities, and design strategies that adapt as your financial needs evolve.
Our Experience
With over a decade of combined industry experience, our advisors bring deep knowledge across tax compliance, wealth management, retirement planning, business advisory, and risk management.
Our long-standing presence in the industry allows us to anticipate challenges, identify opportunities, and design strategies that adapt as your financial needs evolve.
Professional Credentials & Certifications
Our team includes highly qualified and licensed professionals, including:
CPA-level tax specialists
Enrolled Agents (EA)
Licensed insurance and financial professionals
We stay continuously updated on financial regulations, tax law changes, and market conditions to ensure every strategy we deliver meets the highest standards of accuracy and compliance.
Our Mission
We help individuals and businesses stay compliant, reduce tax liability, and plan for long-term financial success — while providing clarity and confidence at every stage of their financial journey.
Our Core Values
Our work is guided by strong principles that shape every client relationship:
Accuracy & Compliance
Meeting the highest professional standards
Transparent Communication
Clear, honest, and proactive guidance
Security & Confidentiality
Your information is protected at all times
Long-Term
Partnership
Long-Term Partnership
Supporting your goals today and in the future
Our Commitment to You
We believe financial planning should never be one-size-fits-all. Every solution we design is personalized, strategic, and aligned with your unique goals — whether you are growing a business, protecting your family, planning for retirement, or building generational wealth.
At THE COMPERE FINANCIAL & TAX SERVICES, INC., we don’t just manage finances — we help you plan smart, protect wealth, and build the future.
