MLP

MLP is focused on providing sound financial advice and the highest level of service.

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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.

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Wealth Management

Preserving your assets requires comprehensive strategic planning. Relying on consistent and effective guidance can be very beneficial as you strive to meet your financial goals.

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Other Services

MLP truly caters to its clients.

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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.

The information below is a collaboration of information that our clients have requested over the years:

Helpful Links: (all links will open in new window)

Tax Payments & Refund Status:
Paying my Federal Taxes
Wheres my Refund?
Tax Links:
2015 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:
IRS Forms
Commonly used Income Tax Forms
Commonly used Payroll Tax Forms
Commonly used Sales Tax Forms
Franchise Tax Board
W9
Investment Links:
SIPC
Securities America
FINRA / NASD
U.S. Securities and Exchange Commission
North American Securities Administrators
Federal Trade Commission
Federal Trade Commission (do not call lists)