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Products and Services

At Leivas Associates, we provide assistance in the following areas:

Tax Planning

  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

Payroll & Bookkeeping

  • Payroll Check Preparation
  • Payroll Tax Filings
  • Workers Comp Reporting
  • Bookkeeping
  • Sales Tax Reporting

Investments*

  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • ITIN

Brokerage Accounts

  • Disability Income Insurance
  • Life Insurance
  • Long Term Care Insurance

*Susie Leivas offers these services through his/her affiliation with H.D. Vest Investment ServicesSM.