
Leivas Tax Wealth Management
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Overview
10 - 49
Employees
1980
Year Founded
ABOUT LEIVAS TAX WEALTH MANAGEMENT
Tax preparation service in Riverside, California
Leivas Tax Wealth Management is a full-service tax and financial firm dedicated to helping clients achieve lasting financial prosperity. We aim to support clients across all areas of their finances, including tax reduction, business management, and retirement planning. Our team, made up of skilled professionals in tax, finance, and insurance, collaborates to offer expertise in our individual fields.
LANGUAGES SPOKEN
English
HIGHLIGHTS
10 - 49
Employees
1980
Year Founded
Services
Focus
Industries
Clients
Services Provided
49% Tax Preparation Services
25% Financial Planning
15% Business Consulting Services
11% Retirement Planning Services
About the Team
OUR STORY
Leivas Wealth Management has been a cornerstone of the Riverside community since 1957, when Richard Leivas began by preparing tax returns for local families. His daughter, Susie, joined the business at thirteen, and together they transformed it from a simple tax practice into a full-service firm offering tax planning, payroll, bookkeeping, investments, insurance, and financial services. Although Richard has retired, Susie now leads with a commitment to family values and client dedication. The firm prides itself on reliability, discipline, and consistency, focusing on personalized, goal-based financial plans. Their methodical process—from initial consultation to ongoing monitoring—ensures clients receive tailored, objective guidance that empowers them in managing their financial future, whether for business growth, family expansion, or retirement planning.