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Home
Our Services
Income Taxes
Investments
Estate Planning
Real Estate
About Us
Our Team
Locations & hours
Address:
12636 Highbluff Dr Suite 110 San Diego, CA 92130
Phone:
(858)481-4844
Hours
9AM - 5PM M-F
Fax:
(858)481-5077
Email:
info@encompassfinancial.net
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INCOME TAX FORMS
-Compact Organizer-PDF Version
-Compact Organizer-Excel Version
-Full Organizer-PDF
Rental Property Organizer
Business Expense Organizer
-Tax Preparation Engagement Agreement
REGISTERED INVESTMENT ADVISOR FORMS
-Form ADV
-Form ADV Part 2B
-Advisory Contract
FINRA Broker Check Report
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