Financial Services Privacy Policy
CPAs, like all providers of personal financial services, are now required by law to inform their clients of their policies regarding privacy of client information. CPAs have been and continue to be bound by professional standards of confidentiality that are even more stringent than those required by law. Therefore, we have always protected your right to privacy. You may find a copy of our Financial Services Privacy Policy here.
Financial Services Privacy Policy
Tax Organizers
If you are currently not receiving our Client Tax Organizer to help organize and gather your data, and you would like one, click on the below button to email us. For anyone who normally requests a paper organizer, these will be mailed by the end of the year.
TaxOrganizer@EFPRgroup.com
Streamlining Tax Preparation Process
We are offering our clients the use of a cloud-based platform called SafeSend. Using SafeSend we are able to electronically deliver your return in an expedited and secure manner. You will also be able to access your tax filings for 7 years, allowing for easier use in the future. Please contact your tax professional if you are interested in this option. Please click the link below to learn a bit more about the SafeSend process through an instructional video.
Click for Video!Important Due Dates
Please submit your tax information as early as possible - even if you are missing some information (for example, K-1 forms, which often arrive much later). This will enable us to begin the preparation process and help you anticipate any tax obligations you may incur. If we do not receive the bulk of your information by March 18, 2025, we will be extending your 2024 tax return.
ShareFile
The simplest and most secure ways to share large data files directly to your accountant, is through ShareFile. Click below to access the login. Please note, your accountant will need to create access for you before you can sign-in.
ShareFile Login
Tax Articles
Our Firm issues articles on various topics, including Tax and Business Services. To signup to receive articles to your inbox, go here: https://efprgroup.com/news/newsletter/. To read Tax articles that have been issued, please click on the below link.
Tax Articles