What evidence can you share that demonstrates the impact of the engagement?
Spencer is always willing to give us business advice, answer any of our questions, and help us reach a decision. They’re very knowledgeable about all of the tax laws, especially the ones that changed with the new president. Overall, they’ve been very beneficial. They save us a lot of time and help us grow our business.
How did Leivas Tax Wealth Management perform from a project management standpoint?
They’re very communicative, they respond to emails promptly, and are usually available to meet in person if needed.
What did you find most impressive about them?
They’re local to us, friendly, and take the time to build a personal relationship.
Are there any areas they could improve?
They could improve a bit in meeting deadlines. Since we use their service year-round, we notice things get especially busy around tax season. They could be better about managing that busy period of time better.
Do you have any advice for potential customers?
My advice is to meet with them in person and have all of your documents ready when you’re going into an in-person meeting.