ARE YOU QUIETLY FUNDING THE IRS?
93% of Successful Businesses and High Earners Overpay on Taxes
Don’t let higher income trap become a silent tax trap.
At Compass Financial Partners, we do more than minimize your tax bill-we open the door to strategies that put you on the fast track to lasting wealth. By leveraging advanced tax planning techniques typically reserved for Fortune 500 companies and the ultra-wealthy, our expert team helps you keep more of what you earn and put it to work for your future.
Imagine redirecting tens of thousands of dollars each year-money that would otherwise go to taxes-into investments, business growth, and opportunities that accelerate your financial goals. Whether you’re seeking financial independence, expanding your business, or building a legacy, we design a personalized blueprint that transforms silent tax losses into powerful wealth-building tools.
You’ve worked hard for your success. Let us help you turn today’s savings into tomorrow’s opportunities-and accelerate your journey to true wealth.
Business Owners
Empowering owners to keep more and leave more to generations to come
High W2
Earners & Retirees
Engaging tax-reduction efficiencies while building lifetime, sustainable wealth and legacies.
Employer Concessions
Increase business profits with tax-credits and reduced costs while creating value and cost saving for employees.
WHEN DID YOUR TAX ADVISOR RING UP WITH SOLUTIONS TO SAVE YOU ON TAXES EVERY YEAR-NOT JUST THIS YEAR’S DEDUCTIONS?
Guidance to Pay Less,
Save More, Keep More, Leave More.
Compass Financial Partners delivers a sophisticated, integrated approach for business owners and high-income earners — blending advanced tax reduction, optimized employee benefits, strategic business growth, and personal wealth acceleration. From building a thriving enterprise to preparing a lasting legacy, we help you transform your success into enduring impact — for yourself, your employees, and future generations.
Tax Planning & Reduction
Employing proactive tax strategies, credits and services to legally and ethically reduce tax burden for business owners and high-earners.
Exit Planning &
Succession Preparation
Proactively guiding Business Owners through sales, transitions, and succession planning while minimizing delays and capital gains taxes
Retirement Planning
Tax-Efficient solutions like our “Freedom Wealth Multiplier” that maximize retirement strategies, investing and wealth building providing for generational legacy.
Benefit Planning
Tax-efficient employee benefits programs that grow HR into a profit center while also saving employees money as well.
COMPANY HIGHLIGHTS
750+
Happy Clients
20+
Million in Savings Realized
40+
Years Combined Experience
5+
Wealth Building Modalities
WHAT IS CTBA?
Why Choose A Certified Tax Business Advisor?
The Certified Tax and Business Advisor program, a certification course and professional networking group, helps members understand the distinction between compliance and planning and ensures clients get served by filling the gap.
In the realm of a Family Office, at Compass Financial Partners and the CTBA program, we focus to serve clients from the full spectrum of planning: attorneys, accountants, investments, business leadership, emotional intelligence, and more. Because creating lasting wealth requires holistic guidance.
PAY LESS TAX - LEGALLY, MORALLY & ETHICALLY
Case Studies
“Partnering with Compass Financial Partners & Cheryl Boyles uncovered over $78,000 in savings we felt were lost to IRS. Now, those savings are fueling our investments and personal wealth goals — not the IRS’s – and providing for our children’s legacy as well.”
— Jeff C. High-Earner Professional turned Business Owner
RECENT BLOGS
Latest Insights for Keeping More to Leaving More
Cheryl is a Best-selling author and financial and business leadership advocate evangelizing for building true, lasting wealth both financially and beyond.
Stop Leaking Cash: 3 Overlooked Tax Strategies for Business Owners
93% of businesses overpay taxes. Why? Because they only think about deductions at the end of the year instead of proactive tax strategy all year long. ...more
Women & Wealth ,Building Wealth
May 01, 2025•1 min read
Why Saving Taxes Isn't the Goal — Building Wealth Is
Most business owners focus on paying less to the IRS. That’s smart — but stopping there is a missed opportunity. ...more
Women & Wealth ,Building Wealth
May 01, 2025•1 min read
Wealth is a Woman’s Issue
Addressing 9 Unique Challenges to Building Families and Communities for the Long-Haul ...more
Women & Wealth
August 10, 2024•6 min read
ABOUT CHERYL BOYLES
We help business owners pay less tax legally, morally and ethically. Subscribe below to join our mailing list.
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