Efros Financial - Income Tax and Financial Planning Experts

Efros Financial - Income Tax and Financial Planning Experts

Reviews Summary

The reviews consistently highlight exceptional professionalism, expertise, and responsiveness. Clients praise the clear, patient explanations of complex tax and financial matters, often noting how accessible and thorough the service is. Many appreciate the personalized attention, with tailored advice for businesses, freelancers, and unique tax situations. The convenience, speed, and trustworthiness are repeatedly emphasized, with several mentioning how stressful tax processes became seamless. Clients frequently express long-term loyalty, citing saved money, avoided errors, and ongoing financial planning support. The overall sentiment is overwhelmingly positive, with strong recommendations for both personal and business needs.

About This Listing

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Technology
QuickBooks
Gusto
Complex Situations
Multi-state Experience
Remote Services

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

Bookkeeping
Accounting
Business Consulting
Payroll
Tax Preparation
Tax Planning
IRS Representation
Entity Structuring
Financial Advisory
Estate and Trust Tax
Small Businesses
High-net-worth Individuals
Individual Taxpayers
Real Estate
Technology
QuickBooks
Gusto
Complex Situations
Multi-state Experience
Remote Services

Contact Information

Address

10866 Wilshire Blvd # 400

Los Angeles, California 90024

Hours

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

Customer Reviews

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 was truly great to work with on my taxes this year. He's attentive, accessible and available, and never made me feel as though my questions weren't important. He worked fast to get my return filed on time, despite the fact that I took longer than planned to get him my documents and information. He made the whole process clear and quick and (relatively) painless. Will definitely stick with him in years to come! Thanks, Alex!

Alex Efros is an extremely professional and invaluable tax expert. He is quite helpful, explaining everything in a clear and easily understandable manner. Alex has an incredible attention to detail. He precisely describes and lays out all options for all possible situations that may arise, outlining the potential benefits and issues that are involved. Nevertheless, one of the most stand out advantages of being a client of Alex is the personal attention he gives you. Alex is always available either by email

My husband and I had Alex work on some financial planning with regards to our retirement. Asking Alex to help us was an excellent decision. He is great at explaining financial information in language that is easy to understand which is so very important. He answered all our questions. He did not just hand us a pile of papers and leave us to figure it out on our own. He went over every section of the plan with us. Alex was very available during all phases of the engagement. He was clear and up front ab

If my experience is any guide you will be completely satisfied when you pay Alex. He completed our 2018 taxes for the price estimated in a completely professional manner. Alex was recommended to me by a ?friend? who is often in conflict with businesses and family, she almost never has a nice word for anyone ? but she did for Alex. But then Alex answers the phone, responds completely to email and got us a large tax refund. I, too, recommend Alex to anyone. He even called me back after I paid for the service

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 hou

Alex is an incredible tax expert. He is always available, takes time to listen to his clients, is very quick to respond to any concerns, and is extremely knowledgeable and insightful. I believe the best way to explain what you are getting with Alex?s services is to tell a personal story of just one of the many ways he helped me and my family. My bank was supposed to disburse inherited funds into my account, but unfortunately, the bank did this in an incorrect fashion. This error could have negatively impac

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 personabl

Alex is so wonderful to work with! Doing taxes used to feel like pulling hair. He was very diligent in walking me through the process and on educating me where I lacked the knowledge. Most important is I trust him. He offers great tips on filing, Excellent communication skills and prompt timing. I highly recommend

As a small business owner, I can't 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 I'm getting everything ok, working with Alex means having a detail-oriented expert at my side, helping me confidently navigate every requirement. He's 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. He's available every day

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 stu

Alex is a great CPA! He filed tax returns for my LLC and S-corporation and was very fast, diligent, and was very easy to communicate with during the entire process. This was a breath of fresh air for me, given that my tax situation is rather complicated. Alex also helped me with financial planning which will save me several thousand dollars in the upcoming few years. I will certainly be using Efros Financial from this point on!

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!

This was my first year having Alex do my taxes. He was always so kind and patient with me even though taxes are NOT my thing. Not only was he just a pleasure to interact with, but he was a true professional and proficient during the entire process. If you?re looking to trust someone to be your CPA, Alex is your guy. Highly, highly recommended.

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 hi

Alexander is really a great accountant, he was chalk full of advice on just about any and every accounting question that I would ever need for my business. Will definitely be using him again in the future as I continue with starting another business, I made the mistake of using sub-par accountants and bookkeepers in the past before I stumbled upon Efros Financial, and I've got to say that that is one mistake that I will never make again. Alex did an amazing job with helping me to file an amended return, clo

Alexander is everything you want in a CPA, MBA, EA... He is prompt, professional, and smart as a whip. He is always available and excellent at explaining even the most complex ideas. I am in the process of starting my first small business and could not have done it without Alex. Alex will make completely sure that you have all the information you need - even the stuff you didn't know you needed! Alex's passion for what he does is as bright as sunshine. Thank you Alex!

Alex is thorough, extremely knowledgeable, and prudent in his work--everything you ought to want in a tax professional. I especially appreciated his seamless use of screenshare technology in order to not just inform me as his client, but also to educate me in real-time. He wants his clients to succeed in their financial goals. You will certainly feel like you have a wealth of knowledge and resources in your corner.

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 Alex's services. He is well worth the time and money. Alex doesn't 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.

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!

Alex is the best CPA that I have used. He is very helpful and really knows what he is doing. I was able to reach him very easily during the peak season without waiting for days like most other CPA firms. I will definitely use Efros Financial for my taxes going forward.

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!

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.

Alex has been prompt and thorough with his responses from day one. I came to him with the undertaking of getting my finances organized and updated. He outlined a step-by-step plan and has been incredibly attentive in following through. Very reliable and recommend his services!

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

Alexander Efros is the best. He was recommended through a mutual acquaintance and he picked me up right where I needed him the most. He's done lots for me but I think the best part was telling him "Let's do this again next year." Thanks Alex. Much appreciated all around.

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?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.

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!

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

Alex was such a thoughtful and helpful CPA who was always available to answer my questions. Highly recommend to any freelancers like i am.

Alex was quick, convenient and wonderful to work with, cannot recommend him enough!!

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

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.