1835 Memorial Drive
Most professional services firms offer a limited range of services such as bookkeeping and tax preparation services. At Encompass Financial Services, Inc., we decided to offer as complete a range of services as possible to encompass more of your needs in one location!
Like many other firms that provide professional financial services, we offer bookkeeping, payroll, and individual/business tax preparation services. However, we don't stop there! We also integrate a complete suite of insurance products for all your personal and business needs. For example, if your company is going through a Worker's Compensation payroll audit, as your payroll and insurance firm, we already have access to all the information needed to prepare your response. No more need to call your payroll company to supply the information that the insurance company needs - we already have it all at our fingertips.
Furthermore, our firm specializes in helping individuals and businesses develop sound retirement strategies. If you are retired – or approaching retirement – you can call our office and speak to a licensed Investment Adviser Representative (IAR)* to discuss your options and help make effective plans for you. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
Please select any of the services below to get more information on all our services!
*Services offered by Joel A. Minner, EA through his affiliation with Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Services℠
Money Purchasing Plans
Financial Planning and Advising
Personal Income Taxes
Tax Resolution Services
Income Tax Payment Plans
Offers In Compromise
Payroll Tax Resolution
Federal and State Tax Audits
QuickBooks Company File Setup
QuickBooks Staff TrainingFor more information on our QB Training please go to www.QBTrainerTN.com
Bookkeeping Services include:
Initial setup of Chart of Accounts
Monthly bookkeeping services
Account reconciliation services
Controller services for smaller businesses
Sales tax preparation services
Business license tax preparation services
Payroll services on weekly, bi-weekly, semi-monthly, or monthly basis
Payment of payroll taxes through EFTPS system
Payroll reporting for local, state, and federal agencies
Preparation of W2s and W3 for employees
Preparation of 1096 and 1099s for subcontractors
Personal insurance often looks more like a hodge-podge of policies from different companies put together to meet one need at a time with no thought for how the policies might work together to provide more thorough coverage. At Encompass Financial Services, Inc., we don't just help you get a great policy at a low price - we ask question on why you're buying the insurance and seeing what other coverages you may already have to create a shield around you and your loved ones.
Short Term/Long Term Disability Insurance
Other personal insurance coverages available on request
You work hard for your family and you've taken smart steps to protect your personal assets, but what about your business assets? Most companies look at insurance as a necessary evil instead of a service that will help them out when they need it most. Sadly, like personal insurance policies, most business insurance policies are a collection of different policies that don't seem to work quite right together to provide all the protection your firm needs. If you'd like to have a firm that functions like a policy manager instead of just an insurance agency, give our office a call!
Workers Compensation Insurance
Key Personnel Insurance
Buy-Sell Agreement Insurance
Third-party Sick Leave Insurance
Commercial Auto Insurance
Business Owner's Policy Insurance
Board Member Insurance
Professional Services/Errors & Omissions Insurance
General Liability Insurance
Other Business Insurances to meet your company's needs
Office@encompassfinancialservices.net | (931) 919-2543