Pastors Legacy Plan

Leveille & Associates is a professional financial services firm based in Foothill Ranch, CA, offering a range of services including tax returns, tax planning, bookkeeping, QuickBooks, financial statements, and payroll services for both individuals and businesses. Their Online Office provides clients with convenient access to financial management tools such as financial calculators, client newsletters, and secure transfer services for tax documents. With a commitment to providing accurate and comprehensive information, Leveille & Associates aims to assist clients in making informed financial decisions while ensuring the security of their data.Generated from the website

One thing our clients appreciate about working with us is that we don't believe in cookie-cutter services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client's situation, goals, and level of risk tolerance so that we can make appropriate recommendations to meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we're privileged to serve.