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EFPR Group LLP

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uuid000e67w

Namestring
EFPR Group LLP
Legal namestring
EFPR Group, CPAs, PLLC
Websiteurl
efprgroup.com
Company typeenum
Private
Founded yearint
1965
Descriptiontext

EFPR Group LLP is a privately held accounting and business consulting firm headquartered in Rochester, New York, with additional offices in Buffalo, Corning, and Florida. Founded in 1965 and operating for over 60 years, the firm provides tax planning and preparation, auditing, international tax compliance and global mobility consulting, commercial business advisory, and business valuation, forensic accounting, and litigation support services. The firm operates under an alternative practice structure with multiple legal entities, including EFPR Group, CPAs, PLLC (licensed in New York and Florida) and EFPR Advisory, LLC, and maintains a specialized investigatory sub-brand, StoneBridge Business Partners.

EFPR serves a diversified client base across more than 20 industry verticals — including affordable housing, construction, emerging technology, energy, financial services, foundations, higher education, hospitals, manufacturing, municipalities, not-for-profits, pharmaceuticals, public authorities, public housing authorities, real estate, school districts, senior living, and wineries/craft beverages — alongside individual tax and estate planning clients. The firm distributes services through direct consultative engagement at its office locations, supported by a website, social media presence, monthly email newsletters, and a ShareFile client portal for document exchange.

Since 2025, EFPR has operated as 'a Springline company' through a partnership with Springline Advisory, while retaining its brand identity and Rochester operations. The firm is a traditional professional services business with no disclosed proprietary technology products, AI/ML capabilities, or APIs; revenue is generated through customized, quote-based engagements with pricing varying by client scope and complexity, and no public fee schedule is disclosed.

Short descriptiontext

EFPR Group LLP is a Rochester, NY-based accounting and business consulting firm with offices in Buffalo, Corning, and Florida, serving individuals and organizations across 20+ industry verticals. Since 2025, it has operated as a Springline Advisory company, providing tax, audit, advisory, and forensic services.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersRochester, United States
HQ citystring
Rochester
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices4 records

Each record includes

City, Country, Type, Description, Source

Keyword5 values
accounting and auditing, tax planning services, business valuation, forensic accounting, international tax consulting
NAICS code1 code
  • Management Consulting Services54161
SIC code1 code
  • Services-Engineering, Accounting, Research, Management8700
Product category
Accounting and Business Consulting
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model1 record
1Professional Accounting Services
TypeProfessional Services
Description

Revenue generated from providing accounting, tax, and auditing services to individuals and businesses. Services include tax planning and preparation, auditing services, international business consulting, commercial business consulting, and business valuation/forensic/litigation services.

efpradvisory.com
Marketing channels7 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels3 records

Each record includes

Title, Type, Scope, Target buyer, Description, Source

Cost components5 values
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Pricing details1 tier
1Professional services engagements are customized and quote-based
ModelOtherBilling cadenceMulti-year contract
Notes

Pricing varies by service type, client complexity, and engagement scope. No public pricing tiers or fee schedules are provided.

efpradvisory.com
GTM typeB2B
B2B
Offering typeServices
Services
Core offering1 text field

EFPR Group LLP is an accounting and business consulting firm providing tax planning and preparation, audit and assurance, business valuation, forensic accounting, international tax, and commercial consulting services. The firm serves more than 20 industry sectors through offices in New York and Florida and operates the StoneBridge Business Partners sub-brand focused on small business advisory.

Differentiator
Functional benefit
Problem solved
Product overview1 text field

EFPR Group LLP is an accounting and business consulting firm offering a portfolio of professional services. The core offerings include Tax & Business Services, Individual Tax & Accounting Services, Auditing Services, International Tax Compliance & Consulting, Commercial Business Consulting Services, and Business Valuation, Forensic & Litigation Services. The firm also operates StoneBridge Business Partners as a specialized sub-brand focused on investigatory and analytical consulting. EFPR serves over 20 industry sectors and operates as a Springline company with locations in Buffalo, Corning, Rochester, and Florida. The firm is not a technology product company but rather a traditional professional services firm.

Scale indicator2 records

Each record includes

Type, Value, Description, Source

Partnership1 partner
Strategic tierCoreTypeStrategic or Co-development Partner
Description

EFPR has entered into a partnership with Springline Advisory, becoming 'EFPR, a Springline company.' This is a significant strategic partnership that positions EFPR as part of the Springline Advisory organization while maintaining its brand identity and operations in Rochester, NY.

Recent move6 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight5 records

Each record includes

Type, Description

Peers10 records
TypeDirect peer
Description

The largest independent CPA and business advisory firm in upstate New York, also headquartered in Rochester. Offers tax, audit, consulting, and wealth advisory with comparable vertical mix including nonprofits, healthcare, construction, and public sector — directly competing with EFPR for clients in the same Rochester and WNY market.

TypeDirect peer
Description

Rochester, NY-based full-service CPA and advisory firm providing tax, audit, and consulting to closely-held businesses, nonprofits, and individuals. Directly overlaps EFPR in the same geography with comparable service lines and mid-market client focus.

TypeDirect peer
Description

Buffalo-headquartered CPA and advisory firm serving businesses and individuals across Western New York with tax, audit, and business consulting. Direct geographic peer competing for the same WNY clients as EFPR's Buffalo office.

TypeDirect peer
Description

Buffalo-based full-service accounting firm providing tax, audit, business valuation, and advisory to closely held businesses, municipalities, and nonprofits. Western NY peer competing with EFPR for SMB and public sector clients in similar verticals.

TypeBroad incumbent
Description

A larger NY-based accounting and advisory firm serving closely held businesses, high-net-worth individuals, and sectors like real estate, media, and nonprofit. Broader geographic reach than EFPR but overlapping service lines and middle-market client focus.

TypeDirect peer
Description

Mid-Atlantic regional CPA firm providing tax, audit, and outsourced accounting to nonprofits, governments, and growing businesses. Comparable mid-market size and vertical-mix specialization to EFPR.

TypeBroad incumbent
Description

Top 30 US accounting and advisory firm with strong practices in affordable housing, nonprofits, construction, real estate, and government — verticals that directly overlap EFPR's sector list. National scale with similar specialty concentration.

TypeBroad incumbent
Description

National accounting and advisory firm with significant practices serving closely held businesses, nonprofits, real estate, and government entities. Comparable mid-market client orientation and full-service offerings to EFPR's commercial and public sector practices.

TypeBroad incumbent
Description

Large US CPA and business advisory firm serving middle-market companies, healthcare, manufacturing, and government. Strong vertical-mix overlap with EFPR and similar full-service model, though operating at significantly greater scale.

TypeOthers
Description

EFPR's parent organization — a strategic advisory platform that brings multiple regional accounting and advisory firms under one network. Included as the parent/ecosystem entity rather than a competing peer, providing context for EFPR's post-2025 operating environment.

Market position
Strengths4 records

Each record includes

Headline, Details, Source

Weaknesses4 records

Each record includes

Headline, Details, Source

Competitive moat4 records

Each record includes

Type, Details

Key risks5 records

Each record includes

Headline, Details, Source

Key highlights6 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Segment21 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
Profiles4 records

Each record includes

Name, Designation, Designation category, Overview, Profile commentary, Source

Subsidiaries1 record

Each record includes

Name, Acquired on, Relationship type, Type, Business focus

No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

EFPR Group LLP

Accounting and Business Consultingefprgroup.com

EFPR Group LLP is a Rochester, NY-based accounting and business consulting firm with offices in Buffalo, Corning, and Florida, serving individuals and organizations across 20+ industry verticals. Since 2025, it has operated as a Springline Advisory company, providing tax, audit, advisory, and forensic services.

What EFPR Group LLP does

EFPR Group LLP is a privately held accounting and business consulting firm headquartered in Rochester, New York, with additional offices in Buffalo, Corning, and Florida. Founded in 1965 and operating for over 60 years, the firm provides tax planning and preparation, auditing, international tax compliance and global mobility consulting, commercial business advisory, and business valuation, forensic accounting, and litigation support services. The firm operates under an alternative practice structure with multiple legal entities, including EFPR Group, CPAs, PLLC (licensed in New York and Florida) and EFPR Advisory, LLC, and maintains a specialized investigatory sub-brand, StoneBridge Business Partners.

EFPR serves a diversified client base across more than 20 industry verticals — including affordable housing, construction, emerging technology, energy, financial services, foundations, higher education, hospitals, manufacturing, municipalities, not-for-profits, pharmaceuticals, public authorities, public housing authorities, real estate, school districts, senior living, and wineries/craft beverages — alongside individual tax and estate planning clients. The firm distributes services through direct consultative engagement at its office locations, supported by a website, social media presence, monthly email newsletters, and a ShareFile client portal for document exchange.

Since 2025, EFPR has operated as 'a Springline company' through a partnership with Springline Advisory, while retaining its brand identity and Rochester operations. The firm is a traditional professional services business with no disclosed proprietary technology products, AI/ML capabilities, or APIs; revenue is generated through customized, quote-based engagements with pricing varying by client scope and complexity, and no public fee schedule is disclosed.

EFPR Group LLP firmographics

Firmographics
Name
EFPR Group LLP
Legal name
EFPR Group, CPAs, PLLC
Website
https://efprgroup.com
Company type
Private
Founded year
1965
Operating status
Operating
Headcount range
101–250 employees
Short description
EFPR Group LLP is a Rochester, NY-based accounting and business consulting firm with offices in Buffalo, Corning, and Florida, serving individuals and organizations across 20+ industry verticals. Since 2025, it has operated as a Springline Advisory company, providing tax, audit, advisory, and forensic services.
Ownership category
akta.pro rank

Where EFPR Group LLP is headquartered

Location

Headquarters

HQ city
Rochester
HQ country
United States
HQ region
North America

Offices4 records

Markets served

EFPR Group LLP business model

Business model
GTM type
B2B
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

  1. Professional Accounting Services: Revenue generated from providing accounting, tax, and auditing services to individuals and businesses. Services include tax planning and preparation, auditing services, international business consulting, commercial business consulting, and business valuation/forensic/litigation services.

Pricing tiers

ModelBillingPrice
OtherMulti-year contractProfessional services engagements are customized and quote-based

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

EFPR Group LLP product offering

Product offering

Core offering

EFPR Group LLP is an accounting and business consulting firm providing tax planning and preparation, audit and assurance, business valuation, forensic accounting, international tax, and commercial consulting services. The firm serves more than 20 industry sectors through offices in New York and Florida and operates the StoneBridge Business Partners sub-brand focused on small business advisory.

Product overview

EFPR Group LLP is an accounting and business consulting firm offering a portfolio of professional services. The core offerings include Tax & Business Services, Individual Tax & Accounting Services, Auditing Services, International Tax Compliance & Consulting, Commercial Business Consulting Services, and Business Valuation, Forensic & Litigation Services. The firm also operates StoneBridge Business Partners as a specialized sub-brand focused on investigatory and analytical consulting. EFPR serves over 20 industry sectors and operates as a Springline company with locations in Buffalo, Corning, Rochester, and Florida. The firm is not a technology product company but rather a traditional professional services firm.

Differentiator

Problem solved

Functional benefit

Companies that use EFPR Group LLP

Customer profile

Segments21 records

Ideal customer profiles2 records

EFPR Group LLP technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

EFPR Group LLP partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • Springline AdvisorycoreStrategic or Co-development PartnerEFPR has entered into a partnership with Springline Advisory, becoming 'EFPR, a Springline company.' This is a significant strategic partnership that positions EFPR as part of the Springline Advisory organization while maintaining its brand identity and operations in Rochester, NY.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

EFPR Group LLP competitors and assessment

Company assessment

Direct peers

  • The Bonadio Group: The largest independent CPA and business advisory firm in upstate New York, also headquartered in Rochester. Offers tax, audit, consulting, and wealth advisory with comparable vertical mix including nonprofits, healthcare, construction, and public sector — directly competing with EFPR for clients in the same Rochester and WNY market.
  • Mengel Metzger Barr & Co. LLP: Rochester, NY-based full-service CPA and advisory firm providing tax, audit, and consulting to closely-held businesses, nonprofits, and individuals. Directly overlaps EFPR in the same geography with comparable service lines and mid-market client focus.
  • Freed Maxick CPAs: Buffalo-headquartered CPA and advisory firm serving businesses and individuals across Western New York with tax, audit, and business consulting. Direct geographic peer competing for the same WNY clients as EFPR's Buffalo office.
  • Dopkins & Company LLP: Buffalo-based full-service accounting firm providing tax, audit, business valuation, and advisory to closely held businesses, municipalities, and nonprofits. Western NY peer competing with EFPR for SMB and public sector clients in similar verticals.
  • GRF CPAs & Advisors: Mid-Atlantic regional CPA firm providing tax, audit, and outsourced accounting to nonprofits, governments, and growing businesses. Comparable mid-market size and vertical-mix specialization to EFPR.

Broad incumbents

  • Marks Paneth LLP: A larger NY-based accounting and advisory firm serving closely held businesses, high-net-worth individuals, and sectors like real estate, media, and nonprofit. Broader geographic reach than EFPR but overlapping service lines and middle-market client focus.
  • CohnReznick LLP: Top 30 US accounting and advisory firm with strong practices in affordable housing, nonprofits, construction, real estate, and government — verticals that directly overlap EFPR's sector list. National scale with similar specialty concentration.
  • Withum Smith+Brown (Withum): National accounting and advisory firm with significant practices serving closely held businesses, nonprofits, real estate, and government entities. Comparable mid-market client orientation and full-service offerings to EFPR's commercial and public sector practices.
  • Plante Moran: Large US CPA and business advisory firm serving middle-market companies, healthcare, manufacturing, and government. Strong vertical-mix overlap with EFPR and similar full-service model, though operating at significantly greater scale.

Others

  • Springline Advisory: EFPR's parent organization — a strategic advisory platform that brings multiple regional accounting and advisory firms under one network. Included as the parent/ecosystem entity rather than a competing peer, providing context for EFPR's post-2025 operating environment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

EFPR Group LLP social profiles

Digital presence

EFPR Group LLP financial estimates

Financial estimate

Revenue estimate

Valuation estimate

EFPR Group LLP leadership team

Management profile

Number of profiles

Profiles4 records

EFPR Group LLP subsidiaries and ownership

Company hierarchy

Subsidiaries1 record

EFPR Group LLP funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

EFPR Group LLP M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about EFPR Group LLP

What does EFPR Group LLP do?

EFPR Group LLP is an accounting and business consulting firm providing tax planning and preparation, audit and assurance, business valuation, forensic accounting, international tax, and commercial consulting services. The firm serves more than 20 industry sectors through offices in New York and Florida and operates the StoneBridge Business Partners sub-brand focused on small business advisory.

Is EFPR Group LLP a public or private company?

EFPR Group LLP is a private company. It is classified as corporate owned and is currently operating.

When was EFPR Group LLP founded?

EFPR Group LLP was founded in 1965. It employs 101 to 250 people.

Where is EFPR Group LLP based?

EFPR Group LLP is headquartered in Rochester, United States, in the North America region.

How does EFPR Group LLP make money?

One revenue line is on record: professional Accounting Services.

Who are EFPR Group LLP's main competitors?

Direct peers on record are The Bonadio Group, Mengel Metzger Barr & Co. LLP, Freed Maxick CPAs, Dopkins & Company LLP and GRF CPAs & Advisors. Broad incumbents are Marks Paneth LLP, CohnReznick LLP, Withum Smith+Brown (Withum) and Plante Moran. Springline Advisory is listed as an others.

Does EFPR Group LLP have an API?

No public API is recorded for EFPR Group LLP.

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