Broker Check
READY FOR RETIREMENT? HOW TO RETIRE EARLY Suddenly Single: 3 Steps to Take Now The Other Sure Thing Estate Management 101

Serving Your Tax, Accounting, and Wealth Management Needs

Often, a financial advisor and accountant are the two most trusted professionals in one’s financial life. At Leivas Tax Wealth Management, we combine the two into one, serving as a resource for clients’ tax, accounting, and financial service* needs.

As an independent firm, we are in a unique position: we have an extensive team and can offer a wide array of services and products typically found at a large firm, but offer the personal care and communication of a small practice. We focus on building long-term client relationships by always striving to make clients feel welcome and part of the family.

With more than 30 years of experience working in our community and with a team of experienced professionals with diverse backgrounds, our goal is to offer our clients customized solutions designed to address their unique situation.

Based in Riverside, California, we largely work with clients throughout the county and Inland Empire area, including San Bernardino, Corona, Redlands, and Moreno Valley. Contact us today to learn more about how we can work with you through all stages of your life.

*Investment and financial services are offered by Susan Leivas-Sturner, Spencer MacDougal, and Charles McManuis through their affiliation with HD Vest.

Helpful Content

The Value of Insuring Against Life’s Risks

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

 

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Debt Stress

There’s a link between debt and stress.

View all articles arrow

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

View all presentations arrow

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

View all videos arrow