Broker Check

Our Story

A Family Firm Rooted in Our Riverside, California Community

Leivas Tax Wealth Management has deep roots in our Riverside community. In 1957, Richard Leivas started preparing tax returns for families in the community. At 13 years old, his daughter, Susie, started helping. Over the next four decades, Susie and Richard became business partners and what started as a small family tax practice blossomed into an extensive firm offering a wide range of solutions, from tax planning, payroll, and bookkeeping, to investments*, insurance, and financial services*.

Today, Richard continues to work while Susie leads the team. While our firm has vastly grown and evolved over the decades, our values and client commitment haven’t wavered. We are dedicated to serving clients as if they were our family, offering unbiased advice and objective guidance. We aim to serve clients as a mentor, teacher, and trusted professional, and empower them to feel more confident in their future, whether they’re running a business, expanding their family, or preparing for retirement.

*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.