Taxes

• Tax Planning
  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.
• Tax Services
  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)
• Income Tax

Investment

• Investment Management
• Wealth Management
  MLP does not believe in "one size fits all" financial strategies. We put every client's best interests 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.

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
• Retirement Planning
• Asset Management
  MLP specializes in Asset Management and will provide ongoing review of your existing investment portfolios, including semi-annual portfolio review and reporting, new product updates (only products that match your investment goals, unless otherwise requested), and personal attention to providing information on areas of interest that best suit your investment objectives.