Tax Organizer:

MLP strives to prepare to most comprehensive tax returns possible. To aid in the process, MLP mails its current tax clients a tax organizer to help provide pertinent information, enabling our representatives to prepare returns in the best possible and most thorough manner.

If you have received an organizer from MLP, please fill it in to the best of your knowledge and mail it back to the following address:

MLP Tax & Financial Services
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-organizers” per their request. With paperless offices still in early stages, many of our clients still prefer sending hard copy support documents. However if you have the means to submit paperless documentation, please email those to your account representative.