# Encompass Financial Services

Encompass Financial Services is an Other based in San Diego, United States.

## Overview

- **Organization type:** Other
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Assets under management:** Undisclosed
- **Website:** encompassfs.com
- **LinkedIn:** https://www.linkedin.com/company/encompass-financial-services-inc

## Regulatory record

- **CRD number:** 331597
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331597

## About

EFS provides bookkeeping, payroll, tax preparation and tax resolution services to both individuals and businesses. Its mission is to provide an innovative customer experience through its knowledgeable staff to address a variety of concerns and encourage clients to become more confident in the responsibilities of business ownership. The firm is dedicated to providing quality services and building relationships based on integrity, mutual respect, and expertise.

## Sectors

- Individuals and businesses; small and mid-sized companies

## 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.

### 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.

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Last updated: 2026-08-11T15:06:42.396Z

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