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Encompass Financial Services
Cincinnati-based tax, accounting, and wealth advisory firm serving local families and small businesses through an integrated CPA-anchored model.
Encompass Financial Services
Encompass Financial Services is a Cincinnati-based firm providing integrated tax preparation, accounting, and financial planning services. The firm's service model centers on combining recurring bookkeeping and payroll support with episodic wealth advisory engagements, creating a year-round client relationship rather than a seasonal tax-only interaction. Its client base spans local small business owners, professionals nearing retirement, and multi-generational households seeking help with estate planning and retirement income structuring. The firm's advisory staff typically holds credentials such as the Certified Public Accountant (CPA) designation, the CERTIFIED FINANCIAL PLANNER (CFP) certification, or the Enrolled Agent (EA) license, positioning it to speak across the tax-code and portfolio-construction domains that converge in a typical small-business exit or retirement event. Core service lines include individual tax return preparation, corporate and partnership tax filings, payroll administration, QuickBooks consulting, retirement plan design, insurance reviews, and fee-based wealth management delivered through a registered investment advisor structure. Encompass Financial Services maintains a single office serving the greater Cincinnati region, including northern Kentucky and southeast Indiana. The firm lists its address as 4750 Ashwood Drive, Cincinnati, Ohio, a suburban commercial corridor consistent with a practice built on drive-in appointments and referrals from local attorneys, CPAs, and business bankers. Its website emphasizes tax-planning resources, IRS representation, and retirement calculators — tools aimed at pre-retirees and sole proprietorships rather than institutional limited partners or fund managers. Structurally, the firm exemplifies the independent, CPA-anchored RIA model prevalent across the American Midwest — a hybrid that originated when accountants added securities licenses to retain assets as clients aged out of business ownership. Unlike the multi-family offices and venture-backed platforms in major coastal metros, Encompass Financial Services draws its differentiation from a deep, referral-fed local presence and a service mix that treats a client's tax return and household balance sheet as a single mandate rather than two competing revenue lines.
General information
Firm type
Other
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Cincinnati, OH, United States
Frequently asked questions
What services does Encompass Financial Services provide?
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.
Is Encompass Financial Services a single family office?
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.
How does Encompass Financial Services charge for its services?
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.
Who are Encompass Financial Services' typical clients?
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.
Does Encompass Financial Services accept outside capital or co-investments?
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.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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