At Leverone & Associates, we are committed to providing close, personal attention to our clients. Every client relationship is a partnership, which means our success is a result of your success. We work with clients to gain financial clarity, increase cash flow, and build wealth through education and a full suite of CPA services.
Our Approach
We deliver proactive accounting services and tax expertise to families and business clients. Our team of experienced professionals takes the time to understand each client's unique situation and provides personalized guidance to help achieve their financial goals. We believe in building long-term relationships with our clients and are dedicated to delivering exceptional service and expertise.
Our Expertise
We offer a comprehensive range of services, including assurance and accounting, tax consulting and compliance, payroll services, and business consulting. Our team of experts is equipped to handle all aspects of accounting and tax planning, from financial forecasting and financial statements to tax return preparation and business advisory services.
Our Values
At Leverone & Associates, we are guided by a set of core values that shape our approach to client service. We believe in taking a long-term view, investing in our clients' success, and providing unparalleled partner involvement. We are committed to helping our clients achieve their goals and create a better future for themselves and their families.
Our Mission
Our mission is to be the trusted advisor of choice for individuals, families, and businesses in the Cincinnati area. We strive to provide exceptional service, expert guidance, and personalized attention to help our clients achieve financial clarity, increase cash flow, and build wealth.
Overall Experience
The reviews highlight a mix of extremely positive and extremely negative experiences with Leverone & Associates.
Positive Reviews
- Professionalism and Expertise: Many reviewers praised the team's professionalism, thoroughness, and attentiveness.
- Tax Savings and Planning: Francine and her team helped clients save on taxes through their suggestions and laid out a plan for future years.
- Trust and Referrals: Clients trust the team with complex decisions and have referred them to friends and colleagues.
Negative Reviews
- Disorganization and Incompetence: Some reviewers experienced disorganization, difficulty getting in touch with the team, and mistakes on their tax returns.
- Unethical Behavior: A reviewer accused the team of proposing illegal ways to save on taxes and being unaccountable for their mistakes.
