In life it often happens that the answers to our most pressing questions are right in our own backyards. No two people are the same, and our professionals know this better than most. Our deep financial knowledge and broad life experiences inform our every decision. We have only one goal in mind: your ideal future.
With decades of experience, we're excited to help you prepare for every eventuality, no matter what. We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we're ready to help you prepare for the future. Come rain or shine - together, we'll encourage your investments to grow for years to come.
With decades of experience, we're excited to help you prepare for every eventuality, no matter what. We believe every person deserves access to sound, informed financial advice. Regardless of your situation, tolerance for risk, and goals, we're ready to help you prepare for the future. Come rain or shine - together, we'll encourage your investments to grow for years to come.
Services
About
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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 has retired and is keeping busy with home projects and golfing while Susie leads the team.
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 has retired and is keeping busy with home projects and golfing while Susie leads the team.
Services
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At Leivas Tax Wealth Management, our team includes several financial professionals and a Certified Financial Planner. While we work with individuals, families, and business owners in all stages of life, many are concerned with planning for their future retirement. They aren't sure when or if they can retire or how to preserve and protect their assets.
Our Firm
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Throughout life, people are faced with a number of financial concerns and decisions. When can they retire? How can they save for their child's college expenses? Are they investing tax-efficiently? How can they manage the accounting needs of their business? There are many other questions people have about their tax and financial world.
Our Advantage
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At Leivas Tax Wealth Management, we strive to offer impeccable service and to stand out as a unique firm dedicated to our clients. 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.
Insurance
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Preparing for the unexpected is one of the most important aspects of financial planning, but it can also be one of the most complex. Determining how much coverage you need to protect loved ones in your absence, supplement income needs in the event of a disability, or protect a business requires specialized knowledge.
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