Efs Certified Public Accountant, p.c.

we are a boutique cpa firm committed to meeting your personal and business goals. our philosophy is simple, to help you reach your goals by creating a collaborative framework through a proactive approach, value-added services and integrated solutions. we believe that financial planning and wealth management should be affordable and accessible for all generations... our planning model focuses on life events and defining goals through a proactive approach and coaching while delivering simple and easy to understand solutions. working with a certified public accountant (cpa) and personal financial specialist (pfs), we offer expertise on a range of topics, from personal budgeting, investment, retirement and college planning to tax preparation and wealth management. by providing a diversified mix of financial planning and wealth management services, we can offer each generation from gen x & y to baby boomers, a low-cost solution and the convenience of management under one roof. we will help