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
-
President & CEO
-
Began financial work with Merril Lynch - Phoenix, AZ (1991)
-
Established EPL in 1996
-
Bachelors Degree, Marketing - Minnesota State University - Moorhead
-
registered investment advisor (fiduciary)
-
Registered Investment Advisory Firm
-
Real Estate Broker
-
Insurance Broker
Mikaela Ellefson, PAYROLL DIRECTOR
Alex Thomas, Chief Operations Officer
-
Chief Operations Officer
-
Licensed Real Estate Agent - Arizona
-
Bachelors Degree, Business Administration - Winona State University
Nicolas Ellefson, MARKETING DIRECTOR
-
Masters Degree in Business Administration, Management & Organizational Behavior with a concentration in Human Resources - Benedictine University (2020)
-
Bachelors Degree in Business Administration, Management & Organizational Behavior - Benedictine University (2018)
-
Proficient in Computer Software including Microsoft Applications
-
Resident Payroll Specialist
-
Bilingual (English and Spanish)
-
Bachelors Degree in Graphic Design - Benedictine University (2020)
-
Proficient in Computer Software including Microsoft Applications and Adobe Creative Cloud programs such as Photoshop and Illustrator
-
manager of all epl websites
-
manager of all epl social media channels
-
Proficient in Bookkeeping services
-
BILINGUAL (ENGLISH & SPANISH)
Ana Ellefson, Director of accounting
Richard Cobban, Lead Tax Preparer
-
20+ Years of experience as Office Manager with EPL
-
OVERSEES all areas of epl accounting
-
Bilingual (Spanish & English)
-
Lead Tax Preparer
-
Enrolled Agent with over 10 years of experience in tax planning & preparation, financial consulting, real estate, retirement planning and annuity sales.
-
He specialized in multi-state returns for traveling contractors and fix annuity sales.
Cherie Salmon, Officer Manager (New Mexico Office)
David Vidad, CPA (Lake Havasu Office)
-
Has worked closely with CPAs for 5+ years.
-
Specializes in Payroll, Bookkeeping, PREPARING reports for clients, and communicating with workers' compensation insurance companies,
-
Dept. of Labor and local government.
-
Bilingual (English & Mandarin Chinese)
Jason Morrison, Senior Accountant
Denay Caudill, Payroll/Bookkeeping Expert
Jesus Serna, Enrolled Agent
tony josifek, Independent Consultant
-
Las Cruces High School
-
New Mexico State University
-
Phoenix University
-
Studies in Architectural Design & Business Practice
-
Business Ownership in the Construction Industries 23 Years
-
Bookkeeping, Payroll Services & Tax Preparation 26 Years
-
ZiaGold, Inc dba: Zia Tax Service
-
IRS Enrolled Agent 23 Years
-
BILINGUAL (ENGLISH & SPANISH)
-
Licensed CPA, 25 years of accounting, finance and M&A experience with global companies and brands like EY, Honeywell Aerospace, Hefty bags, FRAM oil filters, Boulder Canyon potato chips and Principal Financial Group to serve his clients.
-
Provides part-time CFO services to privately held small businesses and comprehensive tax, financial, succession and retirement planning, college financing strategies to their owners and family.
-
Owner of Xcellent Accounting & Consulting LLC
carolina santiago, tax preparer
alejandra terrazas, tax preparer
-
Tax Preparation experience for 6 years
-
BILINGUAL (ENGLISH & SPANISH)
-
AFSP Record of Completion
-
Tax preparer since 2016
-
Bilingual (Spanish & English)
-
AFSP Record of Completion
*EPL employs some independent contractors as our tax preparers and general staff*
Need more details? Contact us
We are here to assist. Contact us by phone, email or via our Social Media channels.