Tax Services

Tax considerations play a key role in every financial move you make. MLP offers consulting, tax planning and tax preparation for individuals and small businesses. Our emphasis is on proactive planning designed to minimize your tax liabilities and maximize your after-tax wealth. Our tax consultants will create individualized plans and recommend tax-saving strategies which incorporate the most recent changes to the tax code. We will prepare returns that are accurate and on-time and assist with government inquiries and audits, if those situations arise.

Our tax planning and preparation services are closely coordinated with our financial planning team. The exchange of information is therefore streamlined, making assembly of your tax data simple and stress free.

To ensure accurately prepared returns, MLP will mail its current tax clients a "tax organizer" to aid in the gathering of necessary information. Please note that prior year data may be included for comparative purposes.

If you have received a fact finder from MLP, please complete it to the best of your ability, noting any questions you might have. Mail the completed fact finder to the following address: MLP Tax & Financial Services, Inc. Attn. Tax Department 101 Metro Drive, Suite 650 San Jose, CA 95110.

For those of you interested in electronic documentation, we have the ability to send individual clients an “e-organizer” upon yearly request on an individual basis. To request an electronic organizer, please give us a call at 408-453-2000, via email, or our online contact form.

Please note: To combat identity theft, many of our clients still prefer mailing in the organizer and support documents. However, if you have the means to submit paperless documentation, please email those with electronic encryption to your account representative. MLP does not provide client side encryption.


MLP Tax & Financial Services, Inc. is an
independent tax and financial services
firm that offers tax and investment




MLP Tax & Financial Services, Inc. All rights reserved. Securities offered through SECURITIES AMERICA, INC., A SEC REGISTERED BROKER/DEALER, MEMBER FINRA/SIPC. ADVISORY AND FINANCIAL PLANNING SERVICES OFFERED THROUGH SECURITIES AMERICA ADVISORS INC., A SEC Registered Investment Advisor. Les Proceviat, Representative. CA Insurance License #0656376. Tax Services Provided by MLP Tax & Financial Services, Inc. MLP Tax & Financial Services, Inc. and Securities America are not affiliated. Securities America and its representatives do not provide legal advice; therefore it is important to coordinate with your legal advisor regarding your specific situation(s) This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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