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Tax Services

At MLP Tax and Financial Services, Inc., we understand that tax considerations are a critical part of every financial decision you make. Our tax services are designed to reduce your tax liabilities and enhance your after-tax wealth, ensuring that you keep more of what you earn. 

looking ahead, Preparation, and optimization

Whether you are an individual or a small business, our team of tax consultants is here to provide specialized advice, proactive planning, and accurate tax preparation. Our tax services include:

Proactive Tax Planning

Our emphasis is on proactive tax planning, which means we don’t just react to tax situations; we anticipate and prepare for them. Our tax consultants will create individualized plans and recommend tax-saving strategies that incorporate the most recent changes to the tax code. By staying ahead of the curve, we help you optimize your financial moves and reduce your tax burden.

Accurate and Timely Tax Preparation

We are committed to ensuring that your tax returns are prepared accurately and submitted on time. Our team is dedicated to reducing the stress and complexity of tax season, so you can focus on what matters most. If you face government inquiries or audits, we will be by your side, providing the necessary support and expertise to navigate these situations smoothly.


*Tax preparation services offered through MLP Tax Financial Services are separate and not affiliated with LPL Financial. LPL Financial does not offer tax advice or tax preparation services.

Coordinated Financial Planning

Our tax planning and preparation services are closely coordinated with our financial planning team. This seamless exchange of information makes the assembly of your tax data simple and stress-free. We believe that a holistic approach to financial planning and tax preparation is the key to achieving your long-term financial goals.

Tax Organizer

To ensure accurately prepared returns, MLP will mail its current tax clients a "tax organizer" to aid in the gathering of necessary information. This organizer includes sections for income, expenses, deductions, and other important financial details. Prior year data may be included for comparative purposes, helping us identify trends and opportunities for tax savings.

Mailing and electronic Documentation

Mailing
If you have received a fact-finder from MLP, please complete it to the best of your ability and note 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

Electronic Documentation
For those who prefer electronic documentation, we offer the convenience of an "e-organizer." This digital tool can be sent to individual clients upon yearly request. To request an electronic organizer, please call us at (408) 453-2000 or use 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, so it is important to use a secure method to send your documents.

Contact us today to learn More About how we can help you minimize your tax liabilities and maximize your after-tax wealth.

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