Broker Check

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!



Common Stock

Educational IRA

Brokerage Accounts

Traditional IRA

Roth IRA


Simple IRA

*Services offered by Joel A. Minner, EA through his affiliation with Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Services℠

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Financial Planning and Advising

*Services offered by Joel A. Minner, EA through his affiliation with Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Services℠

Tax Preparation

Personal Income Taxes

Business Taxes

Partnership Returns

S-Corporation Returns

C-Corporation Returns

Tax Resolution Services

Income Tax Payment Plans

Offers In Compromise

Payroll Tax Resolution

Federal and State Tax Audits

QuickBooks Support & Training

QuickBooks Company File Setup

QuickBooks Staff Training
For more information on our QB Training please go to

QuickBooks Troubleshooting

Bookkeeping Services

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 Support

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

Insurance: Personal

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.

Life Insurance

Auto/Motorcycle Insurance

Home/Renters Insurance

Short Term/Long Term Disability Insurance

Medicare Insurance

Umbrella Insurance

Other personal insurance coverages available on request

Learn more

Insurance: Commercial

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

Short Term/Long Term Disability 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

Learn more

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. | (931) 919-2543