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About the Firm

Boutique by design. Faithful by conviction.

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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Credentials

Credentialed to guide — and represent — you.

Enrolled Agent
Enrolled Agent (EA)

Federally licensed by the IRS — authorized to represent taxpayers before the IRS in all 50 states for audits, notices, and collections.

Certified Tax Representation Consultant
Certified Tax Representation Consultant (CTRC)

Specially trained to resolve IRS problems — audits, back taxes, and collection matters — and advocate for you.

Main Street Certified Tax Advisor
Main Street Certified Tax Advisor

A vetted small-business tax strategist trained through Mark J. Kohler's Main Street Tax Pro program.

Proud Members & Affiliates

Trained with the best, backed by the best.

National Association of Tax Professionals American Society of Tax Problem Solvers CPA Academy Bodner & Clark Tax AcademyTax Rep Network — Gold Member
Alexis Ruddock, MSCTA, Certified Tax Advisor
Meet your advisor

Alexis Ruddock, MSCTA

A business owner with more than 25 years in real estate as a previous realtor, and a current loan officer, I bring a multifaceted perspective to tax strategy — and a real understanding of the financial lives of the business owners 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) · 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.

Speaking & Events

On stage, sharing what works.

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.

Alexis in a fireside chat on stage with Kelly Cardenas
In conversation with Kelly Cardenas — entrepreneur, speaker, and founder of The Vibe Room.
Alexis with Mark J. Kohler
On stage with Mark J. Kohler — CPA, attorney, and best-selling author, and creator of the Main Street Certified Tax Advisor program Alexis holds.
Alexis on a women's panel at Mainstreet 360
Women's panel at Mainstreet 360, alongside Patti Britt-Kohler — life and business coach, and wife of Mark J. Kohler.
Alexis featured on The Vibe podcast with Kelly Cardenas
Featured on The Vibe with Kelly Cardenas — episode #753, “Keep More of Your Money, Legally.”
Alexis with Dr. James E. Dixon
Invited to speak by Dr. James E. Dixon — pastor, author, and community leader.
Alexis teaching tax-saving strategies to an audience
Teaching tax-saving strategies at a financial advisory office that invited her to present.
Invite Alexis to Speak

Want Alexis to speak at your company or event? Email operations@wlbtax.com.

What makes us different

A different kind of firm.

Boutique & personal

We take on a limited number of clients so we can truly know your business and your goals.

Personal & boutique

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.

Direct access

You work with a credentialed advisor who cares — never a rotating help line.

Faith & integrity

We treat your resources as a trust, and every strategy is fully legal, ethical, and clearly explained.

The approach in short

A partner all year, not a preparer once a year.

1
A dedicated, credentialed advisor for every client
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Pillars: tax, accounting & wealth
10%
Of our income given back
“Whatever you do, work heartily, as for the Lord.”
— The conviction behind our work
Your Next Step

Let's get to know each other.

The best way to see if we're a fit is a simple, free 45-minute conversation. No pressure, no obligation — just clarity on what's possible.

Book Your Free Discovery Call →
"We look forward to serving you. Blessings, Wealth and Legacy Builder."

Our Credentials

Enrolled Agent (EA)Certified Tax Representation Consultant (CTRC)Main Street Certified Tax Advisor

Proud members & affiliates

National Association of Tax ProfessionalsAmerican Society of Tax Problem SolversCPA AcademyBodner & Clark Tax AcademyTax Rep Network — Gold Member