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    NUFICO

    5.0 (4 reviews)
    Closed • 11:00 am - 4:00 pm

    By appointment only

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    3 years ago

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    Alan A.

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    Leivas Tax Wealth Management

    Leivas Tax Wealth Management

    (18 reviews)

    We went to Spencer in 2023 with our personal taxes after my husband's parents died, and at first,…read morehe was easy to work with, answered our questions, and agreed to do our taxes and file. Then a few months in, he just stopped answering our calls and messages, with no explanation. My husband called his secretary one time, and she said he was available. Suddenly my husband heard Spencer's voice in the background asking who it was, and told her he was not available to us. We have no idea why, still, because no one ever reached out to us--we were just ghosted. I could not believe how unprofessional Spencer was. We were referred by a good friend in the financial services industry, so we were surprised, and by this point, baffled and enraged.

    I've reviewed on Google and now here. So much it to say but Just want to reiterate to those who are…read morea more complex business model and aren't w-2 workers, this place is not for you. We have amended taxes done through Leivas, with DVBE financial services and it was so worth the money. Leivas did our payroll, bookkeeping and taxes...payroll was fine no problem there, but bookkeeping and taxes were horrible, they made mistakes on both. Amendments occurred because our current accountant noticed that we were not offered any tax incentives that we qualified for. With out delving too much into our personal stuff when it came to gov. programs for businesses or incentives these guys did not have our back. Quickbooks was a "I don't want to deal with you" kind of thing...We were treated as if we were non paying customers. Now our Quickbooks are a huge mess and we have paid double or more in tax preparation. We felt more of a bother for Leivas than anything mind you we paid full price no discount so I am puzzled by this. I could go on and get real personal about this but i'll stop here in hopes of providing any great business owner with helpful info about this business.

    NUFICO - financialadvising - Updated October 2026

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