DeLeon & Stang

DeLeon & Stang provided full financial audit services for Actors FCU, a nonprofit financial organization. The CFO of Actors FCU, who has been a client of DeLeon & Stang for over 20 years, commended the firm for their excellent service. The team, led by Kevin, an audit manager, conducted an opinion audit on the financial statements, loans, and cash activities up to December 31, 2020. The audit was completed within a three-day timeframe, and the report was issued a few weeks later. The company was billed after the completion of the audit.

In another project, DeLeon & Stang provided accounting services to a database architect. The firm was responsible for comparing the client's earnings and savings over the years using a 401(k). This comparison offered the client a clear understanding of his financial status and retirement savings. The client, who has been working with the firm since 2008, appreciated the firm's assistance with tax returns and is planning to use their financial planning services in the future. The yearly fee for DeLeon & Stang's services was around $1,000.

Lastly, DeLeon & Stang provided tax preparation services and small business advice to the sole proprietor of a consulting business. The client's goal was to ensure that the tax advice provided was compatible with his business and personal objectives, and that the tax preparation process was seamless. The firm was recommended to him by a trusted advisor over 20 years ago and he has been pleased with the services since. The billing structure was standard and competitive and there were no unexpected costs. The tax preparation was for both personal and business purposes. The team was led by Dan Dellon, with support from other associates at the firm.