Encompass Financial Services: your expert in all things Financial

A expert Financial Planner is the key to our investment advisory services.
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5 star
Shawn Baker
5 star
5 star
Tax Preparation
Depreciation
Cost Seg
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Kevan McLaughlin
CRUT
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Mindy Larson
Come see us at our office in beautiful Del Mar, San Diego.

Expert Advisors for Your Financial Growth

Encompass Financial Services: Your Trusted Partner in Financial Success

Todd Wiersum CPA, CFP

CPA, CFP Owner

Colton Wiersum EA

Enrolled Agent Tax Preparer

Sherry Mcdonald CPA

Senior Tax Preparer

Ayla Shakoori BS

Assistant Tax Preparer

William Hartsock Attorney

Tax Attorney Auditor

Kevan Mclauglin Esquire

Attorney & Estate Planner

Karen Baschuri office manager

Office Manager

Mindy Larson Realtor

Real Estate Specialist

Important Disclosures: The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own situation before making any investment decision. Investing involves risks, including loss of principal.

All expressions of opinion are subject to change without notice in reaction to shifting market or economic conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed.
Supporting documentation for any claims or statistical information is available upon request.

This information is not intended to be a substitute for specific individualized tax, legal or investment planning advice. Where specific advice is necessary or appropriate, we recommend a consultation with a qualified tax advisor, CPA, financial planner, or investment manager. A donor’s ability to claim itemized deductions is subject to a variety of limitations depending on the donor’s specific tax situation. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.

Todd Wiersum is a licensed Certified Public Accountant (CPA) and Sole-Owner of Solstice Tax Solutions Inc. He spends 80% of his time as an accountant with Solstice Tax Solutions Inc, an affiliated CPA firm of Encompass Financial Services. Solstice Tax Solutions Inc. may recommend Encompass Financial Services to accounting clients in need of advisory services. Todd Wiersum may recommend Solstice Tax Solutions Inc. to advisory clients in need of tax services, all of which creates a conflict of interest. Tax services provided by Solstice Tax Solutions Inc. are separate and distinct from the advisory services of Encompass Financial Services and are provided for separate and typical compensation.

There are no referral fee arrangements between Encompass Financial Services and Solstice Tax Solutions Inc. for these recommendations.  Encompass Financial Services clients are never obligated to use Solstice Tax Solutions Inc., William Hartsock Attorney, Kevan McLaughlin Attorney, Mindy Larson Realtor or Exp Realty Crosby Home Team for their services. There are no referral agreements in place between Encompass Financial Services, Solstice Tax Solutions Inc., William Hartsock Attorney, Kevan McLaughlan Attorney, Mindy Larson Realtor, EXP Realty, or the Crosby Home Team.