Firm History

Steven Samuels, a CPA and Florida State graduate (Go Noles!), had been working since 1980 at a few of South Florida’s largest and most prestigious accounting/consulting firms. Steve worked substantially at the partner level within the audit, tax and litigation support areas. He loved assisting his clients by offering highly personalized service, helping them achieve their business and financial goals, helping them alleviate any business problems, and addressing any other of their concerns. Steven always strove to be his client’s “go to guy” for all their tax, financial and business needs. After many years working in a big firm environment, Steve felt it was time to break out on his own and do what he enjoyed and did best – namely dedicating most of his time to client service and working closely with his clients.

​David (“Dave”) Slotkin started his illustrious career in 1985. Dave is a Florida native and graduated from University of Florida (Go Gators!) with Honors. Dave started his career with one of South Florida’s largest regional accounting and advisory firms where he held supervisory and management positions in the audit and tax areas. After leaving public accounting, Dave has also held high level tax and financial positions with two publicly held companies within the healthcare and pharmaceutical industries. Developing expertise primarily in tax planning and compliance, as well as providing contract CFO services, Dave was also ready for a change and was exploring new opportunities, when he met Steve, in 2007 for breakfast at the 84 Diner in Davie in 2007.

Dave and Steve, “The Boys”, decided to join forces and began operating the firm, Steven M. Samuels CPA PA. where they could fully and personally service their collective clients.  With their collective skill sets in accounting, audit, litigation support and business advisory, they were now able to handle clients on an intimate level that both they and their clients deserved and enjoyed. The business was going well but eventually “The Boys realized that something was missing. But what was the missing ingredient?

In late 2018, through LinkedIn networking, the Boys met Anastasia Panfilova, CPA for a sushi lunch on Las Olas to chat about possible synergies.  Anastasia was born in Russia and immigrated to the US in 2007. She earned degrees from Saratov State University in Russia, as well as Truman State University, in Kirksville, MO. She had extensive experience in accounting, financial modeling, forecasting, budgeting and analysis, and QuickBooks. The Boys quickly realized, that although much younger than them, she had much to offer in terms of intelligence, tech smarts, drive, and a wisdom beyond her years. It was obvious to the Boys that Anastasia brought many skills to the table that they had lacked, such as sales, marketing, social media, promotion, financial modeling, and much more.

Very soon after that initial sushi lunch, the “Big 3” had formed their new accounting and consulting firm, Compass CPAs and Advisors, LLC, with Anastasia being responsible for the firm’s sales, marketing, business development strategy and social media platforms. Compass is proud to have locations in the South Florida tri-county area, in Sunny Isles Beach, Fort Lauderdale (Las Olas) and West Palm Beach/Lake Worth. While small in size, Compass has world class ability and resources to service client across the globe.  We are here to serve and protect you as trusted accountants and business advisors.  We have worked with clients of all shapes, sizes and needs.

Please feel free to contact any one of the Big 3 for a complimentary initial consultation so you can see for yourself how we can help you succeed.