Encompass Financial Services

Encompass Financial Services

Reviews Summary

Customers consistently praise the professionalism, efficiency, and expertise of the tax service, highlighting quick responses, thorough explanations, and stress-free experiences. Many appreciate the team's friendly, personalized approach and their ability to handle complex tax needs with ease. Long-term clients express strong trust in the service, noting timely filings, strategic advice, and seamless transitions from previous providers. The staff's accessibility, knowledge, and commitment to maximizing returns are frequently mentioned as standout qualities. Overall, the service is highly recommended for its reliability and client-focused care.

About This Listing

Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Risk Management
State-Specific Experience
Multi-state Experience

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
International Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
QuickBooks
Risk Management
State-Specific Experience
Multi-state Experience

Contact Information

Address

12636 High Bluff Dr #110

San Diego, California 92130

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Todd took over for a CPA I used for over 30 years who did my taxes. I could not be happier with the service Todd provides. Todd is trustworthy, highly professional and a wonderful communicator. I can count on him to get the job done right in a timely manner. I highly recommend Todd and his company!

My husband and I had been with our previous accountant for probably 30 years. It was definitely a bit scary to trust someone totally new. But we figured if he was chosen by our previous accountant it would be ok. We were immediately put at ease when we met Todd and his lovely wife for the first time. We have been very impressed with the professionalism and the scope of additional knowledge that Todd has. And in a very short time they have created a new office with staff that responds very quickly with answe

We have been with Todd and team for three years. I appreciate his check in prior to year end for tax savings maximization, his willingness to meet with us in new year for adequate tax planning, and for how efficiently the interaction and communication is with him for tax filing. This is a high performance operation making taxes easy for clients!

I would like to express my appreciation to Todd Wiersum, CPA and his staff for their outstanding service once again. I have been a customer for many years. I am always treated with the upmost respect and patience especially due to the annual tax changes. My taxes are completed very timely usually within the same day. I also appreciate receiving a full explanation with the end results after the tax preparation process is completed. Todd also provides advice regarding the next year's tax year. He is a very kn

Todd and his team have taken care of our tax needs over the last few years without any issues. It's always really simple to upload our documents and takes all the stress out of tax season! I look forward to working with Todd and his team for years to come!

Highly efficient and quick. I was working with another financial group and they failed to get my documents prepared on time and communicate delays effectively. I arrived the last day of filing to Todd and his team looking for help. Yet, they were able to assist my small business within a matter of days as well as assist me get the most money back at the end of the year. Highly recommend this place if you are looking for professional work.

Todd and his team did a great job with my taxes this year after he took over from my longtime tax attorney/EA duo who suddenly retired. We were able to do a quick and early filing with the IRS, getting somewhat ahead of the rolling chainsaw chaos on gov't agencies playing out in Washington. Good service with a final interview to make sure everything was correct. Look forward to working with Todd in the future.

My experience with Todd for all these years has been very satisfied with his professionalism guidance that help me to get the results that I'm looking for.and to help me understand the options, all the above strategies to gain the benefits both financially, educationally without so many doubts that I'm getting help with such a complicated task effectively and efficiently. You don't have to take my words for it " I strongly recommend reading his book SOPHISTICATED STRATEGIES that he just published. His boo

I cannot thank the team enough for everything they have done for my family. Todd, Ayla, and Karen are total professionals and are extremely responsive. They are also very personable and make you feel comfortable with any questions that you might have. It is a blessing to work with this group. Sincere thanks all around.

Our old tax lawyer and account retired this year; Todd and team took over our tax perparation. We were initially worried about the new owner, then their responsive service and guidance during the preparation were smooth and pleasant to work with, thank you Todd and team!

Todd took over for Wayne Otchis. We were clients for over 40 years. Todd is very efficient and gets the tax returns done in a timely manner. I was at a loss after my husband passed away. Todd was very helpful and kind to me. I plan on using Encompass for years to come.

I have engaged Todd Wiersum CPA, CFP for several years for the preparation of my tax returns and related issues. Todd's work has been consistently impeccable and thorough. His attention to details results in accurate returns that can be submitted with total confidence. Todd's personalized service reflects his commitment to offer each client individualized tax preparation. Todd doesn't just prepare your tax return. He employs diversified and sophisticated strategies from his years of experience in real estat

Todd has been doing my taxes for several years now, and I have always found him to be knowledgeable and professional and interested in how he can help me beyond my annual taxes. If you are looking for a rock solid tax guy and his team of professionals, I strongly urge you to reach out to him. You won't be disappointed.

I have been using Todd Wiersum for my processing my income taxes for a number of years and have been pleased with his consistently timely service and pleased that he has expanded his financial services and staff. The staff is friendly and client oriented.

It has been a pleasure to do business with the entire staff of Encompass. Each of them is always pleasant, knowledgeable, efficient and helpful. We always feel we are in such good hands, and best of all they are accessible and responsive to all of our questions and needs. It has been a stellar experience every time.

Todd has been taking care of us for a few years now and we have been very happy with how he and his staff take care of us. We look forward to many more years of service from Todd.

Todd and his team have been excellent tax preparers with great service and helpful suggestions. We have used them for many years.

Todd and his office staff is very professional and answered all of my questions. They get tax returns done quickly!

Been with Todd for several years now. Always available to answer questions and committed to getting you the best return possible .

Todd and his team were professional, friendly, answered all of my questions quickly, and gave me recommendations and advice that were very helpful.

Team is always very attentive to my personal as well as business tax needs. Thank you for years of wonderful service!

I highly recommend Encompass. They are very available, friendly, knowledgable and have a very easy system to electronically upload and download files.

Excellent knowledgeable tax service. I highly recommend Encompass Financial Services.

Todd's office was fast, efficient, and friendly.

Very helpful with questions. Fast and accurate.

Well organized. Anxiety free experience

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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