ABOUT
EPL financial services is licensed, experienced, and qualified in all facets of financial services. From taxes, real estate, investments, accounting, INSURANCE AND business advisory, our team can help and advise you IN ALL FINANCIAL ASPECTS.
EPL is an independent firm providing our clients the best advice without conflicts of interest.
Take control of your business and finances... Reach out to EPL today!
Our Team
Peter Ellefson, CEO
Alex Thomas, Chief Operations Officer
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President & CEO
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Began financial work with Merril Lynch - Phoenix, AZ (1991)
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Established EPL in 1996
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Bachelors Degree, Marketing - Minnesota State University - Moorhead
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registered investment advisor (fiduciary)
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Registered Investment Advisory Firm
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Real Estate Broker
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Insurance Broker
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Chief Operations Officer
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Licensed Real Estate Agent - Arizona
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Bachelors Degree, Business Administration - Winona State University
Mikaela Ellefson, PAYROLL DIRECTOR
Nicolas Ellefson, Operations manager
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Masters Degree in Business Administration, Management & Organizational Behavior with a concentration in Human Resources - Benedictine University (2020)
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Bachelors Degree in Business Administration, Management & Organizational Behavior - Benedictine University (2018)
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Proficient in Computer Software including Microsoft Applications
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Resident Payroll Specialist
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Bilingual (English and Spanish)
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Bachelors Degree in Graphic Design - Benedictine University (2020)
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Proficient in Computer Software including Microsoft Applications and Adobe Creative Cloud programs such as Photoshop and Illustrator
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manager of all epl websites
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manager of all epl social media channels
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Proficient in Bookkeeping services
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BILINGUAL (ENGLISH & SPANISH)
Ana Ellefson, Director of accounting
Richard Cobban, Lead Tax Preparer
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20+ Years of experience as Office Manager with EPL
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OVERSEES all areas of epl accounting
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Bilingual (Spanish & English)
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Lead Tax Preparer
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Enrolled Agent with over 10 years of experience in tax planning & preparation, financial consulting, real estate, retirement planning and annuity sales.
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specializes in multi-state returns for traveling contractors and fix annuity sales.
Cherie Salmon, Officer Manager (New Mexico Office)
SOPHIA REYNOLDS, ENROLLED AGENT
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Has worked closely with CPAs for 5+ years.
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Specializes in Payroll, Bookkeeping, PREPARING reports for clients, and communicating with workers' compensation insurance companies,
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Dept. of Labor and local government.
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Bilingual (English & Mandarin Chinese)
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Masters in Business Administration
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Baker College Flint, MI - Bachelor of Science in Accounting
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Post University Waterbury, CT
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QuickBooks Advance ProAdvisor
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Enrolled Agent Over 15 Year
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Experience working with many different industries providing accounting and tax services
carolina santiago, tax preparer
alejandra terrazas, tax preparer
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Tax Preparation experience for 6 years
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BILINGUAL (ENGLISH & SPANISH)
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AFSP Record of Completion
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Tax preparer since 2016
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Bilingual (Spanish & English)
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AFSP Record of Completion