From taxes and accounting to retirement planning and estate protection — The Compass Wealth Group gives you a complete financial team under one roof in Crown Point, Indiana.
Whether you're a small business owner managing payroll, an individual planning for retirement, or a family protecting generational wealth — we have the expertise to guide you.
Accurate books are the foundation of every healthy business. We keep your financials organized, compliant, and ready for growth.
We navigate the complexity of individual tax law so you keep more of what you earn — every year, without surprises.
From S-Corps to LLCs, we structure your business taxes strategically to minimize liability and maximize retained earnings.
Smart investing starts with a clear picture of your goals. We help you build and manage a portfolio aligned with your future.
Protect what you've built and ensure your legacy is preserved exactly as you intend — for the people who matter most.
Schedule a complimentary consultation. We'll review your current financial picture and recommend the right path forward.
Book a Free ConsultMost people work with a CPA, a financial advisor, and an estate attorney separately — and important details fall through the gaps. The Compass Wealth Group brings all of that expertise together, so your financial life moves in one coordinated direction.
Tax, investment, and estate strategies that work together, not in silos.
Deep roots in Northwest Indiana — we understand this community and its people.
We don't just file — we anticipate, strategize, and prepare you for what's next.
Your financial advisor should know your name. Ours always will.
Taxes. Bookkeeping. Payroll. For many business owners and families, it's a constant source of stress — and Heidi Harger has built her entire practice around taking that stress off your shoulders. She handles everything from bookkeeping and payroll to business taxes and personal 1040s with a white-glove approach, so you can be confident it's done right, every time.
What sets Heidi apart is how she works: she's extremely responsive so you always know what's happening, proactively spots tax opportunities and issues before they become problems, and maintains a highly organized process that makes everything clear and simple. Her support doesn't end in April — she's available year-round, and she takes the time to genuinely understand your business and family so nothing slips through the cracks.
The result? Business owners can focus on growing their companies. Families can feel confident their returns are done right. And everyone gets to spend less time worrying about finances and more time on what matters most.
"I love helping people take the stress out of taxes so they can focus on what matters most — their business, their family, and their life."
Our office is conveniently located in Crown Point, Indiana. Reach us by phone, or fill out the form and we'll be in touch within one business day.
9800 Connecticut Dr
Crown Point, IN 46307
Monday – Friday: 9:00 AM – 5:00 PM
Appointments available evenings & weekends