EFIN

efin-logo

eFin is a consulting company. it offers an algorithm driven equity research platform designed to help people make intelligent investment decisions. The company offers services such as proprietary stock scoring system, results driven robo-advisor, second level hedge fund ai engine, and on demand ticker based research. eFin was founded by Charles Moscoe, Derek Capo, and Kristaps Ronka in 2015.

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EFIN

Social Links:

Industry:
FinTech Impact Investing

Founded:
2015-11-01

Address:
San Francisco, California, United States

Country:
United States

Website Url:
http://www.eFin.com

Total Employee:
1+

Status:
Active

Contact:
(310) 928 1031

Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible SSL By Default Google Font API Apache IPv6 Cloudflare JS Cloudflare Cloudflare Hosting Cloudflare Network Error Logging


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Current Employees Featured

derek-capo_image

Derek Capo
Derek Capo CEO & Founder @ eFin
CEO & Founder
2015-11-01

charles-moscoe_image

Charles Moscoe
Charles Moscoe CMO & Founder @ eFin
CMO & Founder
2015-11-01

Founder


charles-moscoe_image

Charles Moscoe

derek-capo_image

Derek Capo

Official Site Inspections

http://www.eFin.com Semrush global rank: 3.36 M Semrush visits lastest month: 4.73 K

  • Host name: sl1818.web.hostpoint.ch
  • IP address: 217.26.54.56
  • Location: Switzerland
  • Latitude: 47.1449
  • Longitude: 8.1551
  • Timezone: Europe/Zurich

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More informations about "eFin"

FAQs about electronic filing identification numbers (EFIN)

Oct 10, 2024 What is an electronic filing identification number (EFIN)? (updated Oct. 10, 2024) An EFIN is used to identify firms that have completed the IRS e-file application to become an โ€ฆSee details»

E-file provider services - Internal Revenue Service

Mar 21, 2025 Certified Professional Employer Organization (CPEO) Enrolled actuaries; E-file providers; Modernized e-File; Use Chatbot. Tax professionals, get help with our new chat โ€ฆSee details»

What to submit for EFIN registration - Intuit Accountants

Click Submit Selected Organization. You will then be directed to a page like this: Select View/Edit and you will be directed to your EFIN Application Summary: Select the Print button in the upper right of the form, printing to .pdf format โ€ฆSee details»

EFIN & PTIN Number (What It Is & How to Apply) - Intuit โ€ฆ

You may need to register for an Electronic Filing Identification Number (EFIN) and Preparer Tax Identification Number (PTIN). Learn why and how you can register. For more information or to โ€ฆSee details»

Understanding EFIN: What It Is and Why It โ€ฆ

The EFIN application process can take anywhere from four to six weeks, depending on the IRSโ€™s review timeline and the completeness of the application. Background checks and โ€ฆSee details»

eFin - Crunchbase Company Profile & Funding

EFin is a consulting company. it offers an algorithm driven equity research platform designed to help people make intelligent investment decisions. The company offers services such as โ€ฆSee details»

EFIN Renewal and Security: A Guide for Tax Professionals

Aug 14, 2024 Advanced EFIN Management Techniques. Mastering the management of your Electronic Filing Identification Number (EFIN) goes beyond basic renewal and security โ€ฆSee details»

Get Your EFIN: Complete Guide to Electronic Filing โ€ฆ

Jul 29, 2023 To verify your Electronic Filing Identification Number, log into your IRS e-Services account, select your organization, and click โ€œEFIN Statusโ€ in the EFIN application. The current status of your EFIN will be displayed there. โ€ฆSee details»

How to maintain, monitor and protect your EFIN

Mar 21, 2025 Select your Organization. Select the View/Edit icon; Select EFIN Status from the menu at the top of the Application Summary Screen; Locate the EFIN Stats at the bottom of โ€ฆSee details»

What Is an EFIN and How to File an EFIN โ€ฆ

Feb 25, 2025 The EFIN application process is slightly more complicated than applying for other tax identification numbers from the IRS. Letโ€™s explore the five-step process in more โ€ฆSee details»

Electronic Filing Identification Number - Keystone Tax Solutions

Before reaping these benefits, you have to apply for an Electronic Filing Identification Number (EFIN). An Electronic Filing Identification Number is a-six digit number assigned by the Internal โ€ฆSee details»

What Does Your EFIN Status Mean and How to Maintain It?

Feb 15, 2025 Checking Your EFIN Clearance. Verifying your EFIN clearance ensures your authorization to e-file remains intact. This can be done through the IRS e-Services portal. โ€ฆSee details»

How to Get an EFIN | MyTAXPrepOffice

An electronic filing identification number (EFIN) is a number assigned by the IRS to preparers who are approved for the federal and state e-file program. Once issued, an EFIN does not expire. โ€ฆSee details»

E-file for tax professionals - Internal Revenue Service

Mar 21, 2025 Foreign entities that need to apply for an Electronic Filing Identification Number (EFIN) to file Form 1042 can following the applicable tutorials below: E-file Application Tutorial โ€ฆSee details»

What is an EFIN? - Tax Titans

Feb 23, 2023 EFIN stands for Electronic Filing Identification Number, and it is a unique number assigned to tax preparers by the Internal Revenue Service (IRS) to identify them as authorized โ€ฆSee details»

Get an EFIN & become an authorized IRS e-file provider

An Authorized IRS E-File Provider is a business or organization who has met the criteria for and been accepted to participate in IRS e-file. To become an Authorized IRS E-File Provider, you โ€ฆSee details»

Unlock the Power of E-Filing: How to Get Your Own EFIN

Sep 3, 2024 Why Is an EFIN Important? Obtaining an EFIN is critical if you want to offer e-filing services. The IRS requires tax professionals who file 11 or more returns in a year to file them โ€ฆSee details»

Obtaining an EFIN when the Authorized Representative of the โ€ฆ

The Provider must submit an IRS e-file application to obtain an EFIN. The Provider must include its firm information including Employer Identification Number (EIN), address, ... โ€˜Do you want โ€ฆSee details»

What is an EFIN and Why Does it Matter? - Taxx Savage

Jul 31, 2024 In conclusion, an EFIN is more than just a number; itโ€™s a cornerstone of trust and compliance in the tax industry. With Taxx Collaboration, you can start your own tax service โ€ฆSee details»

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