Entrepreneurial Financial Services, Inc.
About
EFS is a boutique tax preparation firm that specializes in complex and foreign income tax issues, FinCen114 reporting, real estate tax issues, and small business & their owners tax situations. They have been in business for 25+ years. Their target marketing area is the Baltimore-Washington DC Metropolitan areas.
The owner is a CPA, a Certified Internal Auditor, and has a passion for tax work. It's a puzzle and she loves doing puzzles. Please visit our website, www.efsnet.com, to find out more about the services that EFS offers.
Highlights
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Frequently asked questions
What is your typical process for working with a new customer?
1. Conduct a phone interview or an interview via email obtaining information about the prospective client to determine what their needs really are v. what the propspective client believes their needs to be.
2. Explain to the prospective client how EFS works and what the expectations are of the client.
3. Ask the client to think over our interview and to make their decision with 48-72 hours as timing is very important when dealing with the tax environment.
4. When a prospective client decides to use EFS, then an appropriate package, depending on the services needed, is sent to the client and once the approval is received, work can begin.
What education and/or training do you have that relates to your work?
The CPA is experienced in Corporate Financial Management and taxation for businesses and their owners. Additionally, the CPA is very experienced in tax preparation for all individuals and all businesses. The CPA has a relationship with a tax law firm should those services be needed. The CPA has over 40 years of experience in the business world.