Encompass Financial Services

The firm combines tax preparation, payroll, bookkeeping, and financial planning under one roof. Its model is built to serve small-business owners and individuals who need coordinated advice across tax strategy, retirement income, and insurance. This integrated approach distinguishes it from tax-only preparers or investment-only advisors.

No. Encompass Financial Services is a local tax and wealth advisory practice serving multiple households and small businesses across the Cincinnati metro. It does not manage the wealth of a single family. The firm appears in Altss records due to name-based matching, but its actual structure is a retail-facing independent practice.

The firm charges fees for tax preparation, accounting, and payroll based on the complexity of the engagement, while wealth management services are typically billed as a percentage of assets under management. This fee-based model aligns compensation with ongoing advice rather than transactional product sales.

Clients tend to be small-business owners, professionals, and pre-retirees living in the tri-state area around Cincinnati. The firm focuses on families that need coordinated tax and retirement planning rather than institutional investors or ultra-high-net-worth families.

No. As a retail-focused tax and advisory practice, Encompass Financial Services does not pool external capital, invest in private funds, or participate in co-investments alongside institutional partners. Its investment activity is limited to managing individual client portfolios.