TAX Services

MPL Financial

Designed to Minimize Your Tax Liabilities & Maximize After-Tax Wealth

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 the 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 the 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.