Broker Check

Team

At Leivas Tax Wealth Management, we have an extensive team of professionals with diverse backgrounds and specialties. We leverage our experience and knowledge to help clients pursue their goals. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs. While many clients typically work with one team member, they receive the benefit of multiple opinions, insight, and outlook.

Meet our team, based in Riverside, California and serving clients throughout the Inland Empire area:

 

Susan Leivas-Sturner, EA

Enrolled Agent, Financial Advisor, Insurance Licensed, Tax Preparer

(951) 300-9600

(951) 300-9601

Susan Leivas-Sturner is the CEO of Leivas Tax Wealth Management with nearly four decades of experience. At the age of 13, Susie started in the tax business, assisting her father, Richard Leivas. After completing her education, she and...

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Richard Leivas was the founder of what eventually became the current Leivas Tax Wealth Management firm. Beginning in 1957, Richard has been preparing tax returns for families for generations.

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Spencer MacDougall, CFP®, EA

Accounting Manager, Enrolled Agent, Financial Advisor, Insurance Licensed, Tax Preparer

(951) 300-9600

(951) 300-9601

Spencer MacDougall is an accounting manager with Leivas Tax Wealth Management. With more than 30 years of experience, he is responsible for many business and individual accounts, while also overseeing the operations of the accounting...

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Craig Dart is a manager of accounting and a CPA at Leivas Tax Wealth Management with nearly 20 years of accounting experience. He is responsible for providing accounting consulting, individual and corporate tax preparation, business...

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Charles McManuis, MBA, RTRP

Advisor, Insurance Licensed, Tax Preparer

(951) 300-9600

(951) 300-9601

Charles McManuis is an experienced tax preparer and business and financial analyst who provides consulting expertise to law firms, real estate developers, a variety of businesses and individuals.

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Linda Green has 28 years of tax experience and is certified to handle small business/sole proprietors, Retirement, Investment income and loses, and the Military. Her expertise also includes home ownership- purchase or sale, foreclosure...

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Jennifer Bottini first worked for Susie in the marketing department of Norton-Leivas in the 1990s, and returned to Leivas Tax Wealth Management for Tax Season 2013. While at the front desk, Jennifer’s experience in Customer...

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Rocio is a Payroll Administrator and came to us in 2016 with over 20 years of Bookkeeping and Collections experience. Rocio works closely with both potential and existing clients, and keeps up to date with payroll tax law. Rocio is...

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Lucinda Skinner is one of the original firm employees and her experience dates back 37 years where she began at a young age with Brockman Bookkeeping and transferred through to the current Leivas Tax Wealth Management. Lucinda has...

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Dani Dickinson has been with Leivas Tax Wealth Management since 2008 and is a vital part of the Bookkeeping Department.

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Brian Masters has been with Leivas Tax Wealth Management since 2006. He serves double duty as a Payroll Specialist and the Courier.

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Candice Bowman

Financial Assistant, Notary

951-300-9600

951-300-9601

Candice Bowman has worked in the finance world for 20 years. She has worked as a liaison between client and creditor with Consumer Credit Counseling Service for 10 years. Then for the last 10 years she has run a successful home loan...

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Carol Asper

Financial Advisor, Tax Preparer

951-300-9600

951-300-9601

Carol Asper is a Tax Preparer and Financial Advisor with Leivas Tax Wealth Management. During the past 9 years, Carol built her own financial business, providing both investment and insurance experience to her clients. Carol has a...

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Dan Boudreau

Financial Advisor, Tax Preparer

951-300-9600

951-300-9601

Dan Boudreau is a Tax Preparer and financial advisor with Leivas Tax Wealth Management. He is also an Registered Representative with Avantax Investment Services. Dan is an electronic engineering graduate from University of Connecticut....

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Kristianne Williams

Tax Preparer

951-300-9650

951-300-9601

Kristianne is a Senior Tax Analyst and has been with H&R Block for 18 years and had managed the corporate office for 12 years before joining the Leivas H&R Block team three years ago. Kristianne is certified by both the California Tax...

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Melissa Osuna

Office Coordinator, Tax Preparer,

951-300-9600

951-300-9601

Melissa has been with Leivas Tax Wealth Management since 2011 and has proved to be an integral part of our firm. She is our Office Coordinator and keeps our office up to date on continuing education requirements and best practices....

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