DeLeon & Stang

DeLeon & Stang provided tax and financial planning services for a database architect. The firm handled the client's tax returns since 2008, comparing the client's savings and earnings from one year to another using a 401(k). This comparison provided the client with a clear understanding of their financial standing, their earnings, and their retirement needs. The client expressed satisfaction with the services provided, citing the firm's professionalism and the value they received for the fees paid.

In another project, DeLeon & Stang offered tax preparation and business advisory services to a consulting business in the media and advertising sector. The firm was tasked with ensuring that the tax advice given aligned with the client's business and personal goals. The client praised the firm for its standard and competitive billing structure, which had no surprises. The lead for the project was Dan Dellon, who worked with other associates from the firm.

For the Actors FCU, a credit union, DeLeon & Stang conducted a full financial audit. The firm has been working with the credit union for over 20 years, performing annual audits. The most recent audit was an opinion audit on the financial statements, loans, and cash activities as of December 31, 2020. The audit was completed within a three-day period, with the report issued a few weeks later. The client commended the firm for its excellent service over the years. The audit team was led by Kevin, an audit manager, and two other staff members from his team.