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OUR SERVICES

We are a fully integrated financial services firm, offering a full scale of Financial needs, all under the EPL branch.

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epl tax group llc

  • Personal, Individual Business and Corporate Taxes

  • Trust Returns

  • Bookkeeping

  • Payroll (Partnered with Paychex)

  • Part Time CFO Services

  • CFO Coaching

  • IRS Representation​

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epl investment advisory llc

  • FIDUCIARY MANAGEMENT (FEE ONLY)

  • Fiduciary Management (Fee Only)

  • 401K

  • IRA

  • SEP

  • Tax Free 401K & IRA Rollovers

  • Defined Benefit Plans

  • Estate Planning (Assets Held with Schwab / Ameritrade)

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epl realty group llc

  • Resident Homes

  • Commercial Properties

  • Apartments

  • Buyer & Seller Representation

  • 1031 Exchanges

  • Property Management

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epl benefits group llc

  • Term Insurance

  • Long Term Care

  • HSA Accounts

  • Estate Planning Ideas

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