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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

Peter@EPLfs.com

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Ana Ellefson, OFFICE MANAGER

Ana@EPLfs.com

  • 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

  • 20+ Years of experience as Office Manager with EPL

  • Oversees day to day operations at our Mesa location

  • Bilingual (English & Spanish)

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Alex Thomas, Chief Operations Officer

Alex@EPLfs.com

  • Chief Operations Officer

  • Licensed Real Estate Agent - Arizona

  • Bachelors Degree, Business Administration - Winona State University

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Richard Cobban, Lead Tax Preparer

Ricky@EPLfs.com

  • Lead Tax Preparer

  • Enrolled Agent with over 10 years of experience in tax planning & preparation, financial consulting, real estate, retirement planning and annuity sales.

  • specializes in multi-state returns for traveling contractors and fix annuity sales.

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Mikaela Ellefson, Operations Manager

Mikaela@EPLfs.com

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Nicolas Ellefson, Operations manager

Nick@EPLfs.com

  • 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

  • Bilingual (English & 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)

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Cherie Salmon, Officer Manager (New Mexico Office)

Cherie@EPLfs.com

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SOPHIA REYNOLDS, ENROLLED AGENT

SOPHIA@EPLfs.com

  • 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) 

  • Masters in Business Administration

  • Baker College Flint, MI - Bachelor of Science in Accounting

  • Post University Waterbury, CT

  • QuickBooks Advance ProAdvisor

  • Enrolled Agent Over 15 Year  

  • Experience working with many different industries providing accounting and tax services                                                                  

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carolina santiago, tax preparer

carolina@EPLfs.com

  • Tax Preparation experience for 6 years

  • Bilingual (English & Spanish)

  • AFSP Record of Completion 

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alejandra terrazas, tax preparer

alejandra@EPLfs.com

  • Tax preparer since 2016

  • Bilingual (Spanish & English) 

  • AFSP Record of Completion 

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MARIE DUCA, MARKETING MANAGER

MARIE@EPLfs.com

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DEVAN WALLACE, LEAD INSURANCE AGENT & SALES MANAGER

DEVAN@EPLfs.com

  • Graduate of Bachelor of Science in Information Systems.

  • Proficient in Bookkeeping

  • Assists in multiple facets at EPL

  • Bachelor's Degree in Business Administration

  • Veteran in the U.S. Seabees

  • Licensed and specializes in all forms of insurance: Home, Auto, Business, Umbrella, Life, Annuities, and Health Insurance.

  • Sales & Marketing experience spanning over 2 decades

  • Father of three, avid reader, sports player, and proud owner of a rescue hound! 

*EPL employs some independent contractors as our tax preparers and general staff*

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