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.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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