About Encompass Financial Services · San Diego
Encompass Financial Services is a San Diego-based financial advisory firm offering comprehensive income tax preparation, personalized financial planning, investment management, and estate planning services. Their team of CPA and CFP-certified advisors uses a holistic approach to assess clients’ financial goals, risk tolerance, and tax opportunities, building customized plans that include portfolio allocation, tax minimization, and estate strategies. They emphasize communication, transparency, and proactive planning, especially for complex clients such as real estate professionals and international residents.
Encompass Financial Services provides end-to-end financial solutions tailored to individual and business clients in San Diego. Services include comprehensive income tax preparation with a focus on minimizing liability through strategic planning, holistic financial planning that integrates investments, retirement, and estate goals, and customized wealth management using advanced market simulations. They specialize in tax optimization for real estate investors, including cost segregation, S Corp structuring, and passive loss strategies. The firm also offers estate planning, charitable gifting, and international tax services for non-resident aliens. Clients praise their professionalism, clarity, and proactive communication throughout the process. The firm is led by Todd, whose clients include entrepreneurs, movie industry professionals, and small business owners.
- Owner
- Todd
- Serves
- San Diego
- Rating
- 5 Star Service
About Encompass Financial Services
Encompass Financial Services is your trusted expert in income taxes, financial planning, investment management, and estate planning in San Diego. Our CPA and CFP-certified advisors provide comprehensive, personalized services to help you achieve your financial goals.
Our Services
We offer a full spectrum of financial services including tax preparation, financial planning, investment management, and estate planning. Our approach is holistic, integrating all aspects of your financial life to create a cohesive strategy.
- Income Tax Preparation
- Financial Planning
- Investment Management
- Estate Planning
- Wealth Management
- Year-End Tax Planning
- Tax Loss Harvesting
- Charitable Gifting Strategies
- Cost Segregation for Real Estate
- S Corp and C Corp Structuring
- Revocable Living Trusts
- Limited Partnerships
- International Tax Services
Why Choose Us
We believe in clear communication, proactive planning, and strategic tax savings. Our team is dedicated to helping you navigate complex financial landscapes with confidence and precision.
- CPA and CFP-certified advisors
- 1000+ market simulations for portfolio modeling
- Focus on tax savings through gray-area strategies
- Year-round client communication
- Specialized services for real estate professionals and international clients