Build Legacy. Protect Wealth.Reduce Taxes.

Personalized Tax Strategies for Busy Professional Who Want Freedom and Security

Get to Know Us

At Legacy Tax Advisors, we believe tax planning isn’t just about numbers — it’s about building and protecting your legacy. We specialize in helping high-earning professionals, business owners, and investors minimize taxes, maximize savings, and create long-term financial security.

With expertise in tax strategy, preparation, and real estate, our team provides proactive, year-round guidance so you never have to worry about leaving money on the table. We combine industry knowledge with a personal touch, ensuring every client gets a tailored plan that works for their unique situation.

Our mission is simple: to help you keep more of what you earn, grow your wealth, and achieve peace of mind knowing your taxes are handled with care and strategy.

Let’s build your legacy together.

Book Your Free Consult Today!

Services

At Legacy Tax Advisors, we go beyond basic tax preparation. Our services are designed to help high-earning professionals and business owners reduce taxes, stay compliant, and maximize their wealth through proactive planning and personalized strategies

Tax Strategy Call

A 1:1 session to uncover hidden savings and review your current situation.

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Comprehensive Tax Assessment

A deep dive into your past returns + current finances to identify missed deductions, credits, and tax-saving opportunities.

Year-Round Tax Advisory & Preparation

Ongoing support, quarterly planning, and annual tax filing (includes return + advisory).

Meet the CEO

Hi, I'm Delilah Rivera, founder of Legacy Tax Advisors. I help high-earning professionals and business owners keep more of their hard-earned money through proven tax strategies and year-round planning. With years of experience in both taxes and real estate, I understand how to structure your finances so your money works for you--not the IRS.

I started Legacy Tax Advisors after seeing too many people only meet their tax preparer once a year — often when it’s too late to save money. My mission is to change that by providing year-round guidance that reduces tax bills and builds legacies.

When I’m not serving clients, I’m a proud mom, entrepreneur, and believer in creating a life of freedom and faith.

Let’s see how much you could be saving.