EPL

One Team
One Coordinated
Financial Strategy

We bring together tax strategy, business consulting, fiduciary investment advice, real estate, and insurance to help you build, protect, and manage your wealth.

Book Complimentary Call Call (480) 831-1731

How Can We Help?

Peter EllefsonPresident & CEO
Peter Ellefson

4 Decades of Experience Serving Clients Nationwide

Everything Your Finances Touch in One Place

Tax Planning and Consulting

Tax strategy, business structuring and part-time CFO services.

Fiduciary Investment Advisory

Portfolio management and retirement accounts, with assets held at Charles Schwab.

Real Estate

Buying, selling and managing residential, commercial and investment property.

Insurance

An independent agency for life, health, home, auto and business insurance.

Tax Preparation

Personal, business, nonprofit and trust returns, plus help with back taxes and IRS audits.

Accounting

Bookkeeping and after-the-fact payroll for small businesses.

How Can EPL Help You?

We bring together tax strategies, fiduciary investment advisory, real estate, insurance, and business consulting to help you build, protect, and manage your wealth.

Why One Team

  • A Complete Look at Your Finances

    Taxes, investments, insurance and property affect each other, so we look at them together.

  • Licensed, Friendly Professionals

    Our team is ready to help, with people dedicated to each practice area.

  • Secure Document Sharing

    Clients can upload documents through EPL's secure client portal.

  • Phone and Video Calls

    Every meeting is by phone or video call, so you can work with us wherever you are.

How to Get Started

  1. Book Complimentary Call

    Choose a time online, or call (480) 831-1731.

  2. Share Your Financial Picture

    Tell us what's going on, and we'll look at how the pieces fit together.

  3. Work with the Right People

    We connect you with the EPL team members who handle what you need.

Founded in 1996

Peter began his career with Merrill Lynch in the late 1980s and founded his own firm in 1996. His focus is straightforward: help business owners and individuals find ways to reduce taxes, build and protect wealth and make smarter financial decisions, then help them put those strategies in place.

Ana EllefsonNick EllefsonMikaela EllefsonJason BensmanAlex ThomasBilal ChaudhryCherie SalmonMarie DucaRienz Barrameda
Meet the Team
Peter Ellefson

Getting Ready for Tax Season

Request Your Organizer

Ask for a personalized tax organizer to gather what you need.

Email info@eplfs.com

Upload Your Documents

Send documents through the secure client portal. First-time users need to sign up.

Go to the Client Portal

Find Forms and Refund Status

Check on a refund, make a payment or find federal and state forms.

See Tax Resources

Not Sure Where to Start?

A complimentary call lets you talk through your whole financial picture.