ABOUT
EPL Tax Group, LLC is a full service accounting firm committed to serving as your partner in business, saving you money both personally and professionally.
We provide full range of accounting support for business owners and individuals throughout Mesa, AZ, Albuquerque, NM & Las Cruces, NM
Our Team
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Peter Ellefson, CEO
Ana Ellefson, OFFICE MANAGER
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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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20+ Years of experience as Office Manager with EPL
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Oversees day to day operations at our Mesa location
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Bilingual (English & Spanish)
Alex Thomas, Chief Operations Officer
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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
Richard Cobban, Lead Tax Preparer
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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.
Mikaela Ellefson, Operations Manager
mikaela@EPLfs.com
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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Bilingual (English & Spanish)
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Bachelors Degree in Graphic Design - Benedictine University (2020)
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Licensed in Health Insurance
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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)
DEVAN WALLACE, LEAD INSURANCE AGENT | SALES MANAGER
JASON BENSMAN, PROPERTY & CASUALTY INSURANCE AGENT
JASONB@EPLfs.com
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Bachelor's Degree in Business Administration
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Veteran in the U.S. Seabees
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Licensed and specializes in all forms of insurance: Home, Auto, Business, Umbrella, Life, Annuities, and Health Insurance.
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Sales & Marketing experience spanning over 2 decades
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Father of three, avid reader, sports player, and proud owner of a rescue hound!
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TINO DEFENDIS, TAX PREPARER
MARIE DUCA, MARKETING MANAGER
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Licensed tax preparer
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Licensed mortgage broker
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Graduate of Bachelor of Science in Information Systems.
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Proficient in Bookkeeping
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Assists in multiple facets at EPL
EPL is partnered with and work with the following firms:
EPL is apart of Kohler's Tax Advisory services, and we utilize his CPA and Tax Attorneys on a regular basis.
EPL utilizes Anderson for our complex business structures involving Wyoming LLCs and Delaware Corps.
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