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, Maribel Echeverria, Audrey Nesvold, Joshua J. Mogush, and Charles McManuis through their affiliation with HD Vest.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Buying Auto Insurance For Teen Drivers
Tips on insuring your teen driver.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Knowing the rules may help you decide when to start benefits.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Understanding how a stock works is key to understanding your investments.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Why are 401(k) plans, annuities, and IRAs so popular?
What is your plan for health care during retirement?
With alternative investments, it’s critical to sort through the complexity.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.