Wealth and Legacy Builder, LLC is a small firm on purpose — built to truly know a limited number of clients, plan for them all year, and help them steward what they've been given with wisdom and integrity.
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An Enrolled Agent is a federally licensed tax practitioner — the highest credential the IRS awards. EAs are authorized to represent taxpayers before the IRS in all 50 states, for audits, notices, collections, and appeals.
With more than 25 years of experience as a business owner and loan officer, I bring a multifaceted perspective to tax strategy and financial planning — and a real understanding of the financial lives of the people I serve.
I lead the advisory work at Wealth and Legacy Builder, LLC because too many hardworking business owners are handed a once-a-year filing and a big tax bill, with no one in their corner planning ahead. Clients here get direct access to a credentialed advisor who genuinely knows their business and is there all year long — never a rotating call center.
Credentials: Certified Tax Advisor (MSCTA) · Pricing Strategy Advisor (PSA) · Registered Financial Professional · Life License Agent · Mortgage Loan Officer
Beyond one-on-one advising, I'm a passionate speaker on tax savings and building lasting wealth. I've shared the stage with Mark J. Kohler, spoken at Kelly Cardenas's Vibe Room, joined a women's panel alongside Patti Britt-Kohler, and been invited to teach by Dr. James E. Dixon — and I travel to show business owners simple, practical ways to keep more of what they earn.
And a little beyond the numbers: I'm also an award-winning pastry chef who has competed on Food Network. Whether it's pastry or tax planning, I bring the same creativity, precision, and care to everything I do.
I believe your business is a calling, and your resources are a trust to be stewarded well. My work is simply to help you steward them wisely.
Alexis is a sought-after speaker on tax savings and building lasting wealth — traveling to share the stage with respected leaders and to teach business owners how to keep more of what they earn.
Want Alexis to speak at your company or event? Email operations@wlbtax.com.
We take on a limited number of clients so we can truly know your business and your goals.
We take on a limited number of clients so we can give each one real attention — and we're always glad to welcome new ones.
You work with a credentialed advisor who cares — never a rotating help line.
We treat your resources as a trust, and every strategy is fully legal, ethical, and clearly explained.
“Whatever you do, work heartily, as for the Lord.”— The conviction behind our work
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