Efros Financial - Income Tax and Financial Planning Experts

Jennifer Kutsunai

Apr 7, 2024on

I’ve first reached out for help with tax planning around a large work bonus. Since then, I’ve also used his tax prep services. Everything is done quickly, and the whole process is very convenient.

Ehssan Shah

Nov 7, 2023on

Contacted multiple CPAs and found the right firm in Efros. Alex is very friendly and took the time to give us the best advice. I highly recommend working with him

Fernanda Ribeiro

Nov 7, 2021on

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! Positive Responsiveness, Quality, Professionalism

E R

Jun 25, 2021on

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.

Leah Dunn

Dec 22, 2020on

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!

Chika Okoro

Nov 20, 2020on

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!

Eric Storts

Nov 7, 2020on

Very helpful and great at explaining in a way you can understand. Would use his services again.

Thomas Miller

Nov 7, 2020on

This is the second opportunity that I have had to work with Alex. He is professional, courteous, considerate, intelligent, and thorough. You are in excellent hands if you use Alexs services. He is well worth the time and money. Alex doesnt drop the ball. He goes way beyond the extra mile. The biggest asset here is TRUST. I developed a trust immediately. I can assure all readers of this post that you will NOT be disappointed.

Jess Jaime

Nov 7, 2020on

As a small business owner, I cant tell you the peace of mind I get from working with Alex every year to do my taxes. Rather than clicking through TurboTax with the hope Im getting everything ok, working with Alex means having a detail-oriented expert at my side, helping me confidently navigate every requirement. Hes passionate, intelligent, and navigates unique tax situations with clarity, and leaving you with the security that your taxes have been done in the best way possible. Hes available every day to answer questions and even walked me through how I could use QuickBooks more efficiently at the very start of my time as a business owner. Highly recommend working with him.

Morgan Moore

Nov 7, 2020on

Alex is a top notch professional! Very skilled, smart individual who will not waste any of your time. He is punctual, organized, and clearly passionate about what he does. Starting a new business involves a lot of moving pieces and Alex helps streamline the process. We really trust in his expertise!

Neil

Nov 7, 2020on

Alex is simply awesome. We struggled to find a good tax person in the area for many years, but gave Alex a try after reading reviews online. He is honest, hard working, incredibly thorough, and super responsive. Hands down, the best tax person I have worked with. Highly recommend! Positive Responsiveness, Quality, Professionalism, Value