MLP Tax & Financial Services, Inc. was founded in 2004 by Leslie Proceviat and Mary-Ann Ross. Prior to 2004, their services were provided as employees of both public and private financial services companies. The creation of MLP was motivated by their desire to maintain a personal level of service with their clients, many of whom have been clients for over 25 years. MLP is focused on providing sound financial advice and the highest level of service. Our mission is to serve and educate our clients with the tools needed to achieve their business and personal financial objectives. Our service standards have set the bar for excellence and we are privileged to count among our clients some of the most respected and established companies and individuals in the Bay Area and cities that we serve nationwide. Although we may alter our strategies to stay current with the ever-changing financial world, our core values remain constant and guide us through whatever tomorrow may bring. Our clients are the foundation of our business and for that we go to great lengths to ensure they receive a prompt and courteous response to every inquiry. We strive to develop and maintain strong personal relationships and to that end approach our business with a commitment to professionalism and integrity. We are committed to understanding the goals and needs of our clients, responding to such needs with our best advice, innovative solutions and products.
View Top Employees from MLP Tax & Financial Services, IncWebsite | http://www.mlpfinancial.com |
Revenue | $7 million |
Employees | 7 (4 on RocketReach) |
Founded | 2004 |
Address | 101 Metro Drive Suite 650, San Jose, California 95110, US |
Phone | (408) 453-2000 |
Technologies |
JavaScript,
HTML,
PHP
+8 more
(view full list)
|
Industry | Financial Services, Accounting & Accounting Services, Business Services |
Competitors | CPA Firm of Flowers Rieger & Associates, PLLC, Cathleen Petersen, E.A., Fountainhead Wealth, Thielen & Associates, Inc. |
SIC | SIC Code 729 Companies, SIC Code 72 Companies |
NAICS | NAICS Code 5412 Companies, NAICS Code 54 Companies, NAICS Code 54121 Companies, NAICS Code 541 Companies |
Looking for a particular MLP Tax & Financial Services, Inc employee's phone or email?
The MLP Tax & Financial Services, Inc annual revenue was $7 million in 2024.
4 people are employed at MLP Tax & Financial Services, Inc.
MLP Tax & Financial Services, Inc is based in San Jose, California.
The NAICS codes for MLP Tax & Financial Services, Inc are [5412, 54, 54121, 541].
The SIC codes for MLP Tax & Financial Services, Inc are [729, 72].