MLP Tax & Financial Services, Inc. was founded in 2004 by Leslie Proceviat (FINRA’s broker check) and Mary-Ann Ross. Prior to 2004, their services were provided as employees of both public and private financial services companies. The creation of MLP was motivated by their desire to maintain a personal level of service with their clients, many of whom have been clients for over 25 years.
MLP is focused on providing sound financial advice and the highest level of service. Our mission is to serve and educate our clients with the tools needed to achieve their business and personal financial objectives. Our service standards have set the bar for excellence and we are privileged to count among our clients some of the most respected Bay Area companies, their employees, as well as individuals nationwide.
Although we may alter our strategies to stay current with the ever-changing financial world, our core values remain constant and guide us through whatever tomorrow may bring. Our clients are the foundation of our business and for that we go to great lengths to ensure they receive a prompt and courteous response to every inquiry. We strive to develop and maintain strong personal relationships and to conduct our business with a commitment to the highest level of professionalism and integrity.
We are committed to understanding the goals and needs of our clients, responding to such needs with our best advice, innovative solutions and products.
Our clients include:
Owners of small to medium sized businesses
- Self- employed clients
- High income wage earners