Efros Financial - Income Tax And Financial Planning Experts

I found Alex through his YouTube channel and I couldn't be more grateful. He's patient, reliable, and incredibly knowledgeable!

It's true. The first year you file taxes for your business in California and on a federal level, it seems like everyone is out to get you!

It can be incredibly daunting to not only differentiate tax liability, but avoid misfilings, fees, and things you aren't even aware of. That's when I realized a faceless entity like h&r block wouldn't cut it for me.

I needed someone personable, reliable, but most importantly have the knowledge tailor-fit to my situation.

Not only was Alex super knowledgeable about the details, but he was always there for me. If I had a question or concern, I never felt abandoned through the process. I think it's because he's so organized, since he was always extremely communicative and never let me down. Well-versed in his various specialties, I've never met anyone so sharp and on top of things. Overall, I'd recommend him to anyone and I'll definitely be referring friends.

I found out about Alex through his Youtube channel, which is extremely entertaining and also has great personal finance information. Immediately I knew I found someone I could trust with filing my personal taxes. I highly recommend!

I had a great experience working with Alex. He is extremely knowledgeable -- and dare I say passionate?? -- about the intricacies of the tax code! He is professional, has excellent follow-through, and goes above and beyond to help his clients better understand their financial situations.

A bit about the process: We started with a free, 15-minute consultation to determine whether Alex could help me. During this call, he gave me an estimate of how long it would take him to address my situation at his hourly rate of $325. Before Alex began work on my issue, I paid half of the upper end of the estimate upfront and Docu-signed an engagement letter.

Alex took his time collecting all of my pertinent financial details and kept me apprised of the projected timeline throughout the process. We concluded with a scheduled call where Alex presented me with a very organized, well-thought-out PDF showing potential outcomes considering different variables. He spent an hour and 15 minutes patiently going over the PDF with me and answering every question I could come up with at the time.

Since our scheduled call, Alex has remained available via email and phone for further inquiries. He is always friendly and eager to help. And when he can't come up with an answer or explanation on the spot, he researches it and follows up with what he's found.

Highly recommended!

Working with Alex was such a great experience! Not only is he super responsive, he's also extremely knowledgeable and knows how to share information in a really clear way. I'll definitely be going to Alex for all of my tax needs moving forward. He is such a pleasure to work with!

Alex offers helpful and specific advice on a wide range of tax issues. He not only understands tax issues, he’s also incredibly effective at explaining these issues as well. Given Alex’s obvious expertise, I would highly recommend him to anyone needing advice.

I used Efros Financial for my business and personal taxes for the first time and it was fantastic. Alex is very professional, knowledgeable, and understanding of a client's needs. I strongly recommend Alex and his company for both personal and business taxes.

It was a pleasure working with Alex Efros. I had a time-sensitive question about my taxes, and had never worked with a CPA before. He helped me get everything done in a short amount of time.

Some things I really appreciated about working with him are as follows:
(1) his professionalism in preparing everything I needed on time and carefully going over all documents with me;
(2) his clear and timely communications, which made it easy to understand what information he needed from me and how to send it to him securely;
(3) and his patience in answering my questions and giving really detailed explanations.

I'd highly recommend Alex's services to anyone who values professionalism and efficiency.

I needed professional tax help with an uncommon tax form that Turbo Tax does not support.
My journey of finding an expert that could help, started with Turbo Tax suggesting Quick Books experts. After speaking to four experts, two did not have the time to help, one offered to help at a cost of $800, to start with, and the last one suggested I did not even need to file the form.

Now being even more confused than when I started, I decided to view some You Tube videos on requirements of tax form 709, and I stumbled on Alex Efros's video.
His video was unbelievably clear, precise, detailed and he even offered initial free consulting for 15 minutes.
When discussing with Alex he was extremely patient, clear and it became evident he knew his stuff. He was also very straight forward and clear of the cost, the time it would take to file the form, and exactly what he would do.
After verifying his credentials, I hired Alex. His work was 100% as he explained and he was extremely professional and timely.

In the future, I plan to run all my tax and financial planning questions through Alex. A true professional expert that I definitely recommend.

Alex is legitimate...he was extremely diligent, responsive/informative, and professional in our 1st experience working with him this tax season.

I highly recommend Alexander Efros and Efros Financial. Alex is extremely responsive, very personable, and easy to work with. I had a question about an uncommon tax situation and he patiently made sure he understood the situation despite my layman's explanation of the issue. He quickly researched the issue and got back to me and patiently answered all my questions. My only wish is that I had contacted him earlier!