At Leivas Tax Wealth Management, we strive to offer impeccable service and to stand out as a unique firm dedicated to our clients. Working with us, we believe our clients benefit from a number of advantages, including:
A Long History
We are a family firm that has been serving our Riverside community since 1957. We’ve evolved from a one-man tax return practice to a dynamic firm offering a wide range of financial* and tax services. We enjoy building long-lasting partnerships with our clients and many of our relationships span generations.
A Diverse Team
Our team includes over 40 professionals with unique backgrounds, specialties, and education. While many clients typically work with one team member, they receive the benefit of multiple opinions, insight, and outlook.
Our team’s designations are as comprehensive and diverse as our services. Our team includes a CPA, CFP®, Enrolled Agents, Notaries, Registered Tax Return Preparers, Financial Advisors, and a Certified Accepting Agent.
We offer a comprehensive suite of solutions, including tax planning, wealth management*, investment strategies*, accounting, bookkeeping, payroll, and insurance services to individuals, families, and business owners. Our goal is to develop a customized strategy addressing a client’s many areas of financial health.
Leivas Tax Wealth Management is an independent firm. This means we have the freedom to offer services and solutions geared toward the client’s unique situation and needs. We are committed to providing objective and unbiased advice and recommendations.
*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.