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Meet Our Certified Tax Expert

YOUR TAX ADVISOR:
ALEXIS RUDDOCK,
MSCTA, MLO, PSA

Alexis Ruddock, MSCTA

Certified Tax Advisor | Baking Enthusiast

 

With extensive experience as a business owner, loan officer, and realtor spanning over 25 years, I bring a unique, multifaceted perspective to tax strategy and financial planning. My professional background provides deep insights into complex financial landscapes, enabling me to develop strategic tax solutions for diverse client needs. 

 

My professional credentials include:

• Certified Tax Advisor

• Registered Financial Professional

• Life License Agent

• Mortgage Loan Officer

 

As a dedicated tax strategist, I focus on uncovering hidden deductions, optimizing business entity structures, and designing personalized tax roadmaps. My services include:

• Comprehensive Tax Strategy

• Business Entity Tax Planning

• Retirement and Estate Tax Optimization

• Tax Compliance and Consulting

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Beyond my professional achievements, I’m also an award-winning baker featured on the Food Network, where I’ve competed in multiple shows. Whether it’s baking or tax planning, I bring creativity, precision, and a passion for excellence to everything I do. Ready to transform your tax strategy? Schedule a consultation today!

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READY TO MAXIMIZE YOUR TAX SAVINGS?

Secure Your Financial Future: Expert Guidance Awaits

Unlock personalized tax strategies with Wealth and Legacy Builder. Schedule your comprehensive consultation today and transform your financial outlook.

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Join The Success!

Business Address,

Phone & Email: ​

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PHONE: 714-659-4476

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Main Branch Office: 

Ladera Ranch, CA 92694

 

 

Corporate Headquarters:

 

1883 West Royal Hunte Dr.

Suite#200A

Cedar City, UT 84720

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EMAIL:

 

TAXINFO@WEALTHANDLEGACYBUILDER.COM

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​Important Disclosures:

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© 2024 by Wealth and Legacy Builder, LLC   Tax Advisory Firm | PRIVACY POLICY | TERMS | designed by House of Strategies

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