Your financial future, guided with precision.
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.
Comprehensive financial services for every stage of life.
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.
Accounting & Bookkeeping
Accurate books are the foundation of every healthy business. We keep your financials organized, compliant, and ready for growth.
- Monthly & quarterly bookkeeping
- Financial statement preparation
- Payroll processing
- Business financial reviews
Personal Tax Services
We navigate the complexity of individual tax law so you keep more of what you earn — every year, without surprises.
- Individual income tax preparation
- Tax planning & projections
- Prior-year amended returns
- IRS audit representation
Corporate Tax Services
From S-Corps to LLCs, we structure your business taxes strategically to minimize liability and maximize retained earnings.
- Business entity tax returns
- Quarterly estimated taxes
- Multi-state tax filing
- Entity structure consulting
Investment Planning
Smart investing starts with a clear picture of your goals. We help you build and manage a portfolio aligned with your future.
- 401(k) plan setup & management
- Traditional & Roth IRAs
- Investment portfolio review
- Retirement income planning
Estate Planning
Protect what you've built and ensure your legacy is preserved exactly as you intend — for the people who matter most.
- Will preparation & review
- Trust establishment
- Beneficiary planning
- Estate tax minimization
Not Sure Where to Start?
Schedule a complimentary consultation. We'll review your current financial picture and recommend the right path forward.
Book a Free ConsultOne firm. Every financial dimension covered.
Most 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.
Full Integration
Tax, investment, and estate strategies that work together, not in silos.
Local Expertise
Deep roots in Northwest Indiana — we understand this community and its people.
Proactive Planning
We don't just file — we anticipate, strategize, and prepare you for what's next.
Lasting Relationships
Your financial advisor should know your name. Ours always will.
Heidi Harger
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."
Let's talk about your financial goals.
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.
Office Address
9800 Connecticut Dr
Crown Point, IN 46307
Phone
(219) 408-8816Office Hours
Monday – Friday: 9:00 AM – 5:00 PM
Appointments available evenings & weekends