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 completed a project for a parking services company, where they provided bookkeeping and tax preparation services. The company aimed to legally minimize their income taxes and ensure their accounting was properly managed. Leivas Tax Wealth Management provided services including bookkeeping, IRS extensions and payments, and business consulting. They also advised the company to transition from a partnership to a corporation. The company invested approximately $50,000 over six years in this engagement, which began in June 2014 and continues to date. The company expressed satisfaction with the services provided by Leivas Tax Wealth Management.

Timeliness

4.0

Service Excellence

5.0

Value

5.0

Would Recommend

5.0