Compass CPA Pricing: Fees, Scope and Quote Questions
Review Compass CPA pricing, fee scope, billing questions, and a tailored quote checklist before comparing tax providers.
What does Compass CPA cost?
A numeric fee was not verified in the official sources reviewed.
Request a current written quote. This does not mean the firm has no public prices; it means this guide does not have a verified amount for your engagement.
Source review: October 8, 2026. Fees can change. This guide is published by AE Tax Advisors, a provider you may also be evaluating; it is not an independent rating or a quote from Compass CPA.
Which engagement are you pricing?
Compass CPA is included in this comparison for real estate accounting, advisory, and related tax services.
A relevant buyer profile: Developers, syndicators, and property businesses needing finance support.
Your property entities need accounting discipline while you need owner-level planning on distributions and investments.
Ask how entity reporting, investor information, and personal planning are separated and connected.
Provider-specific scope considerations
Compass CPA's real estate page addresses investors, developers, syndicators, and property managers. Those roles can need very different work: partnership reporting, acquisition advice, recurring books, or exit coordination. Describe your role and list each entity before comparing engagements. A sponsor should explicitly request investor-reporting responsibilities, while an individual landlord can ask for a focused owner review. Compare AE on the narrower deliverable it actually proposes; neither firm's broad service menu proves every transaction task is included.
Property and owner coordination
List properties, ownership percentages, placed-in-service dates, depreciation schedules, K-1s, and planned acquisitions. Ask for entity-level and household-level scope separately. A portfolio with several partnerships creates a different workload from one directly owned rental.
| Item | What to verify |
|---|---|
| First-year cost | Add setup, cleanup, analysis, mandatory companion services, implementation, and filing charges for the same period. |
| Ongoing cost | Confirm renewal, minimum commitment, cancellation notice, and any price changes tied to business growth. |
| Scope boundaries | What records are ready before the investor-level planning review? |
| Responsibility | Is property accounting, the owner’s return, acquisition advice, and depreciation implementation assigned to one lead? |
A quote request tailored to this decision
Use this as a starting point and send sensitive documents through the provider’s secure intake process:
I am evaluating Compass CPA for real estate accounting, advisory, and related tax services. Your property entities need accounting discipline while you need owner-level planning on distributions and investments. What records are ready before the investor-level planning review? Please separate initial analysis, implementation, recurring support, and filing. Specify the legal entities and tax years covered, exclusions, required companion services, payment dates, and renewal terms. Is property accounting, the owner’s return, acquisition advice, and depreciation implementation assigned to one lead?
Compare Compass CPA with AE Tax Advisors
Compare only the work both proposals actually contain. AE’s current published standard advisory fee is $7,800, paid in two $3,900 installments 30 days apart, with no required recurring annual planning fee. Returns, amendments, cost segregation, and additional services are separately scoped. Confirm the current agreement before committing.
A lower filing or software price can be appropriate when that is all you need. A broader engagement can be appropriate when several professionals or workstreams must be coordinated. Neither price alone establishes quality, eligibility for a deduction, or guaranteed savings.
Review AE’s current fees and bring both proposals to a consultation to discuss scope and fit.
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