Client Resources

To our clients, we say, “Thank You!”

It is because of the many referrals from you to friends and family that we continue to grow. We appreciate the opportunity to be of service to you and consider it the best compliment when you are willing to refer us to others.

We constantly strive to provide the best service in our industry and we appreciate this reward. If you know others that would be interested in an introductory consultation with one of our advisors, please let us know and we would look forward to following up with them.

Tax Payments & Refund Status

  • Paying my Federal Taxes
  • Where's my Refund?

Tax Links

  • 2017 Tax Rate Schedules

Federal Income Taxes

  • Internal Revenue Service
  • Franchise Tax Board
  • Social Security Administration

California Income Tax

  • State Board of Equalization
  • California Tax Service Center
  • Santa Clara Property Tax Assessor
  • San Mateo Property Tax Assessor
  • Alameda County Property Tax Assessor

Tax Forms & Publications:

  • MLP Tax Organizer
  • IRS Forms
  • Commonly used Income Tax Forms
  • Commonly used Payroll Tax Forms
  • Commonly used Sales Tax Forms
  • Franchise Tax Board
  • W9

Wealth Management /
Investment Links

  • Wealthscape (Securities America Client Portal)
  • MLP Financial Planning "Fact Finder" (digital download)
  • Securities America, Inc / National Financial Services, Inc.
  • SIPC
  • U.S. Securities and Exchange Commission
  • North American Securities Administrators
  • Federal Trade Commission
  • Federal Trade Commission (do not call lists)


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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