Partners / CPA's
We have clients each month who need the advice of a qualified advisor to help them better their tax situations.

Dear CPA,

There are times when you are in a position of advising clients how to lower their tax burdens through the purchase of a home, refinancing a mortgage or adding a second mortgage. There are times when we are advising our clients of the need for accounting services and/or tax advise-including the preparation of income statements and/or tax returns.

We have clients each month who need the advice of a qualified advisor to help them better their tax situations.

I personally have a list comprised of over 1,000 contacts within my sphere of influence. I mail to this list on a regular basis. I would be happy to recommend your services, or better yet, provide a brochure or valuable article to them as part of our partnership arrangement.

I will call you so that we can meet and discuss the possibility of entering into a partnership relationship. Or, if you prefer, send an email to ella@efshomeloans.com


Sincerely,
Ella Gurfinkel
President / Broker
Principals of Partnership

· Putting partner's interest first

· Focusing on long-term relationships

· Being realistic about partner's individual needs

· Knowing and anticipating partner's professional needs

· Treating partner with respect and courtesy
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Executive Financial Solutions, Inc.
7000 SW Hamptom St., Ste 121
Portland, OR 97223
ph: (503)977-0810   fax: (503)977-0922
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