Products and Services

At Leivas Associates, we provide assistance in the following areas:

Tax Planning

• Relocation Tax Issues
• State Tax Return Preparation
• Representation Before the IRS
• Tax Return Preparation
• Individual Tax Preparation and Planning
• Business Start Up, Counsel and Corporate Taxes
• Small Business Accounting Services
• IRS and State Tax Audits
• Income, Gift and Estate Tax Returns

Payroll & Bookkeeping

• Payroll Check Preparation
• Payroll Tax Filings
• Workers Comp Reporting
• Bookkeeping
• Sales Tax Reporting

Investments*

• Educational IRA
• Brokerage Accounts
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• ITIN

Brokerage Accounts

• Disability Income Insurance
• Life Insurance
• Long Term Care Insurance

*Susie Leivas offers these services through his/her affiliation with Avantax.