Leivas Tax Wealth Management

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Leivas Tax Wealth Management is a tax preparation firm based in Riverdale, Calif. Founded in 1980, their team of 35 serves clients in the hospitality sectors. Services include payroll processing and bookkeeping.

Client Insights

Industry Expertise

This provider has not added their industry expertise.

Client Size Distribution

This provider has not added their client sizes.

Common Project Size

$50K-$199K 1 project

Clients

This provider has not added their key clients.

Highlights from Recent Projects

Overall Rating

5.0
1 Review

Leivas Tax Wealth Management successfully collaborated with a parking services company to provide comprehensive bookkeeping, tax preparation, and business consulting services. The objective was to ensure the company paid the least amount of income taxes legally and kept orderly accounts. The team at Leivas suggested a strategic shift from partnership to corporation for the client company. Over a period of six years, the client invested approximately $50,000 into this collaboration. The engagement has been ongoing since June 2014. The client initially connected with Leivas Tax Wealth Management through their shared membership in a Southern California chamber of commerce.

Timeliness

4.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0