who we are

MLP Tax & Financial Services, Inc. is an independent tax and financial services firm that offers tax and investment management; specifically tax planning, return preparation, financial planning, retirement review, educational planning, and estate planning.

MLP does not believe in “one size fits all” financial strategies. We put every clients best interest's first as we work with you to create a customized strategy to address your specific challenges and help you pursue your goals. MLP is a full service financial organization that utilizes a multitude of in-house services to cater to the vast majority of our clients financial planning and wealth management needs without the need for multiple contacts or location changes.

If you are looking for tax and financial services, we would greatly appreciate the opportunity to discuss the services we can provide. Please contact us at your earliest convenience at 408-453-2000 or via our contact link here.


submit your contact details and we’ll be in touch shortly.

Check the background of an Investment Professional


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.

Copyright © 2019 MLP Tax & Financial - All Rights Reserved.