You Deserve More Than a Portfolio – You Deserve a Plan.

We’ve had a great experience working with Todd and his team at Encompass Financial Services. They are highly professional and thorough, consistently going the extra mile to help us save money. We really value Todd’s efforts throughout the year in estimating our tax liability and minimizing our payments, especially since we deal with multiple complex K-1s that arrive at different times. He has helped us with some investments, and he responds promptly to our questions and explains everything in a clear, easy-to-understand manner.

Todd has consistently excelled at preparing our income tax returns over the years. He effectively navigates the complexities of my work in the movie industry, which involves multiple W-2s, as well as managing a small business and a farm. His thoroughness and dedication to finding ways to save us money on taxes are truly impressive. We also appreciate his year-end tax planning services, which help us avoid any unexpected tax surprises.

I cannot express enough gratitude for the exceptional support I received during my highly contested divorce. Todd was not only incredibly professional but also deeply empathetic. He carefully and fully analyzed the data.  Todd, took the time to listen to my concerns and consistently went above and beyond to ensure I understood the financial implications of every decision. His guidance was invaluable during this challenging time, and I truly appreciate all his hard work and dedication.