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.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Understanding how capital gains are taxed may help you refine your investment strategies.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Even low inflation rates over an extended period of time can impact your finances in retirement.
The recent market drop is an important reminder of why it's important to take a long-term view.
A few strategies that may help you prepare for the cost of higher education.
Learn a little about worldwide currency in this fun infographic
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There are hundreds of ETFs available. Should you invest in them?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When do you need a will? The answer is easy: Right Now.