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 they arise.

Our tax planning and preparation services are closely coordinated with our financial planning team. The exchange of information is therefore streamlined, making assembly of your tax data simple and stress free.

To ensure accurately prepared returns, MLP will mail it’s current tax clients a fact finder to aid our clients in providing complete information. Prior year data is included for comparative purposes. If you have received a fact finder from MLP, please complete it to the best of your abilility, noting any questions you might have. Mail the completed fact finder 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 “e-organizer”. With paperless offices still in the 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.