LADERA RANCH, CA Meeting: In-Person Only

Alexis Ruddock, MSCTA

Certified Tax Advisor | Financial 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

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!

Licensing & Credentials

CPA - Certified Public Accountant CFP - Certified Financial Planner

Services Offered

Accounting/Bookkeeping Payroll Sales Tax Insurance

Tax Specialties

Cryptocurrency Door to Door Sales Small Business Influencers Medical or Dentistry Non-Profits Online Sales or Ecommerce Real Estate Restaurants Transportation, Uber or Lyft