Tax

At Leivas Tax Wealth Management, our team includes a number of tax professionals, Enrolled Agents, Registered Tax Return Preparers, a Certified Accepting Agent, and a CPA. We can assist with a number of services, including:

Individual Income Tax Preparation

We offer professional preparation of all federal, state, and local tax returns at competitive rates.

Business Tax Preparation

We can prepare business tax returns for C-Corporations, S-Corporations, Partnerships, and LLCs.

Estate, Gift & Trust Tax Return Preparation

We provide expert preparation of federal and state estate, gift, and trust tax returns.

Audit Representation

Our Enrolled Agents can walk clients through the process of audits, assist in assembling and sorting through records explain the client’s options, and represent them in front of the IRS so the client doesn’t have to attend the audit. We handle all types of tax audits, including individual income, small business, corporate, sales, and payroll.

Tax Planning Strategies

It’s common for individuals and families to neglect tax planning until the final months leading up to the tax filing deadline. However, by implementing tax strategies throughout the year, individuals may be able to reduce the taxes they pay or avoid unnecessary taxes. We often work with clients year-round in order to minimize their total tax burden. We can help them identify possible solutions and offers a variety of tax services that integrate into their financial strategies.