Legacy Financial Planning

Welcome to ELP Financial where expert financial solutions intersect with precision.

We help Individuals and Businesses understand, scale, and exit with proper planning.

Who Are We?

Supported by a team of skilled Certified Financial Professionals

Our team of Certified Financial Professionals is dedicated to providing tailored financial solutions and strategic advice to help businesses thrive. Whether it's to understand, scale or exit your business, we're here every step of the way!

Expert Financial Solutions You Can Trust

Why Choose Us?

At ELP Financial, we take the stress out of managing your finances. Our experienced team of professionals offers tailored services that meet the unique needs of individuals and businesses alike.

We prioritize accuracy, transparency, and personalized support to help you achieve your financial goals.

Expert Team: Our Certified Accountants, Financial Advisors, Insurance Professionals, Credit Underwriters, and Fund Managers
Comprehensive Services: From tax preparation to financial planning, we cover all your accounting needs.
Customized Solutions: We take a personalized approach to ensure your finances are handled with care.
Proven Track Record: With over 120 years of combined experience, we’ve built a reputation for delivering results.

Trust us to manage your finances, so you can focus on what matters most.

Our Services

Professional Services at your service..

Accounting Services

We help you understand your business, from bookkeeping, filing, planning and integration, we do it all as a team with:

Tax Filings
Bookkeeping
Entity Creations
Tax Planning/Integration
Research and Development (Tax Credits, Savings)
Financial Audits
Balanced Compensation Planning
and more..

Business Services

From Small to Midsize Enterprises, we specialize in helping businesses grow and scale with customized options for:

Payroll
Merchant
Human Resources
Business Insurance
Employee Benefits
PEO/ 831b
Business Finance
SBA Financing
Mergers & Acquisitions
Qualified/Non-Qualified Retirement Plans

Financial Services

Take advantage of customized Financial Services tailored for Individuals, Families, or your Business with:

Private Placement Investments
Student Loan Reduction Program
Deferred Sales Trust
Estate Planning
Wealth Planning Solutions
IUL Wealth Building
Retirement Planning
Tax Planning

Choose Your Plan

Affordable Financial Stability for Your Peace of Mind

Basic

Package

$10

Monthly

This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.

Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support

Standard

Package

$60

3 Monthly

This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.

Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support

Premium

Package

$150

Year

This package provides essential financial services tailored for entrepreneurs and small businesses, ensuring streamlined operations and strategic growth.

Up to 5 consultations
Cloud Services
Foundational Knowledge
Email Support

What our Clients are Saying

Paul, the CPA in the team has been excellent! He helped my company fix our books and now we've qualified for more business credit and helped us retain more money by not overpaying on taxes.

I now have a solid tax plan to create investment income and save so much money for years to come.

Cody M.

(Midsize Business Owner)

I wished I'd met with Michael and his team years ago, they helped me with saving money and created a plan to help me achieve my goals in retirement.

I highly recommend working with them!

Laura R.

(Individual Law Enforcement)

I was hesitant to work with anyone new at first, but I now understand why ELP Financial is the best at what they do and I'm happy I took the leap of faith to have them help put my business in order.

. In business, you need people who understand you, they did. Now they take care of everything for me.

Albert F.

(Small Business Owner)

Frequently Asked Questions

What services does your firm offer?

We offer a range of services including tax preparation, bookkeeping, financial planning, audit and assurance, consulting, financial services, investments, and more. Whether you need help with personal or business finances, our team is equipped to assist you with professional and tailored solutions.

How can I schedule a consultation with your firm?

You can schedule a consultation by visiting our website and using the “Book a Call” button. Alternatively, you can call us directly at (661) 457-5786 or email us at [email protected] to arrange an appointment at a time that suits you.

What are your fees for accounting services?

Our fees vary depending on the complexity and scope of the services required. We offer transparent pricing and provide a detailed estimate after assessing your specific needs. For a personalized quote, please contact us directly.

How do you ensure the confidentiality of my financial information?

We prioritize your privacy and adhere to strict confidentiality policies. All financial information is securely stored and accessed only by authorized personnel. Our firm complies with all relevant data protection regulations to safeguard your information.

What qualifications and experience do your accountants have?

Our team consists of certified public accountants (CPAs), Juris Doctors, and experienced financial professionals with extensive industry knowledge. Each member of our team holds relevant qualifications and has a proven track record in providing high-quality accounting services.