Services
Tax Preparation
Leone & Associates makes tax preparation simple for both individuals and businesses. Our team combines precision, industry-leading tools, and clear communication to maximize savings, reduce stress, and strengthen your financial standing.
- Specializing in forms 1040, 1041, 1120, 1120-S, 1065, and 990
- Accurate filings with streamlined processes
- Personalized support every step of the way
Services
Tax Planning
Leone & Associates offers proactive tax planning that goes beyond compliance. Our strategies reduce liabilities today while building long-term financial strength, giving you clarity, control, and confidence in every decision.
- Immediate savings through deductions and credits
- Long-term strategies for wealth and retirement
- Tailored planning for individuals and businesses
Services
Outsourced Accounting
Leone & Associates provides outsourced accounting that keeps your business organized, accurate, and informed. From reconciled records to monthly reviews and strategic insights, we deliver the tools and guidance you need to make confident financial decisions.
- QuickBooks-powered, organized financial records
- Monthly reviews with proactive insights
- Seamless payroll setup and clear reporting
Services
Notices & Audits
Leone & Associates helps you navigate tax notices and audits with confidence. We review every detail, craft precise responses, and provide clear communication to minimize penalties and protect your financial standing.
- Thorough review and strategic response planning
- Complete documentation and representation
- Consistent updates throughout the process
Driving Growth Through Strategic Clarity
Awards & Recognition
Celebrating Excellence
We’re proud to be recognized for our innovation and impact. Our awards reflect our commitment to quality, excellence, and the trust our clients place in us.
2024
Angies List
Super Service Award