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.

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

Headquarters

HQ city

Rochester

HQ country

United States

HQ region

North America

Offices4 records

Markets served

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

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

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

Segments21 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

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

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

• Xx.com/efprgroup
• YouTubeyoutube.com/@EFPRadvisory
• Facebookfacebook.com/efprgroup
• LinkedInlinkedin.com/company/efp-group-llp
• Instagraminstagram.com/efpr_advisory

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about EFPR Group LLP