Keep More of What You Earn
Tailored Tax Strategies for Business Owners to Save Thousands Each Year. Let’s Reduce Your Tax Burden and Maximize Your Financial Potential.
Taxes Are Taking Away Money Your Business Needs
- Tax rules are confusing and constantly changing.
- It’s hard to keep up with all the updates.
- Miss essential ways to lower your taxes.
- Afraid you might make mistakes, so you don’t use them.
Every taxpayer deserves to keep more of their hard-earned money by understanding and maximizing the tax benefits available to them.
93% of businesses overpay in taxes.
I’m Rachel Stanhope founder of Legacy Gen Advisors, and I am here to help.
My expertise is designing creative and effective tax strategies to help businesses and individuals navigate financial challenges. Drawing on my military experience in logistics and contingency planning, I excel at developing comprehensive, tailored plans that anticipate potential obstacles and create pathways to success. This unique background enables me to think strategically and adaptively, ensuring my clients are always positioned to minimize tax liability and maximize financial growth.
Why Choose Us?
The Power of Strategy, Tactics, and Planning for Financial Growth
Many people only focus on quick fixes or narrow solutions when managing finances. But real success comes from a complete approach that combines big-picture thinking, precise actions, and detailed planning. That’s what sets us apart.
Strategic: Seeing the Big Picture
We start by understanding your unique financial situation and goals. We uncover opportunities and risks you might not see by analyzing your past financial and tax data. Then, we craft a forward-thinking strategy to get you where you want to go, ensuring every step today builds toward your long-term success.
Tactical: Turning Strategy into Action
Strategy alone isn’t enough—it needs action. That’s where tactics come in. We take concrete steps like optimizing deductions, leveraging tax credits, and fine-tuning your financial structures. Every action we take is purposeful and designed to deliver measurable results.
Planning: Connecting the Dots
Planning is what ties everything together. The detailed roadmap ensures you’re always on track, prepared for life’s changes, and fully compliant. With personalized plans, regular reviews, and a proactive approach, we ensure nothing is left to chance.
Why It Matters
Many focus on one part of this process, but all three pieces must work together. Without strategy, actions won’t have direction. Without tactics, plans stay ideas. Without planning, there’s no way to pull it all together.
When you understand how strategy, tactics, and planning work as a team, you can make better choices and get ahead financially, that’s what we’re here for—to help you save money, stay prepared, and succeed in the long run.
Our Process
Step 1
Schedule a Complimentary Consultation: Let’s explore your unique needs, uncover potential savings, and see if partnering is the right fit.
Step 2
We onboard you by gathering essential information and crafting a personalized plan and strategy tailored to your goals.
Step 3
Your dedicated advisor will work closely with you to implement tailored strategies, provide ongoing support, conduct regular reviews, and ensure accurate filings, keeping your financial goals on track and optimized throughout the year.
Rachel with Legacy Gen Advisors has been great to work with! She takes the time to get to know her customers and finds the best product and service to fit their needs. I highly recommend that anyone who has questions about their financial picture go to her!
Frequently Asked Questions
Why should I trust you with my finances and tax strategies?
I understand that entrusting someone with your finances is a big decision. With years of experience in tax advising, financial planning, and insurance, we have a proven track record of helping individuals and businesses across the U.S. save money and plan strategically. We also stay current on tax laws and strategies to ensure our clients get accurate, reliable advice. We aim to build long-term relationships based on trust, transparency, and measurable results.
How can I be sure your strategies will work for my unique situation?
Every individual and business has unique circumstances, so we tailor our approach to meet your specific needs. We take the time to understand your financial situation, goals, and concerns. Through a personalized review, we identify the strategies that will provide the greatest benefit to you while remaining compliant with all tax laws. My success is measured by your results.
How much does it cost, and will it be worth it?
Our fees are competitive and based on the complexity of your needs. We believe in transparency, so we’ll provide a clear breakdown of costs upfront. Most importantly, the savings and financial strategies I provide often outweigh the cost of my services, resulting in a net positive for you or your business. We focus on creating value and delivering results that justify your investment.
Can’t I just use tax software or handle this myself?
Tax software and DIY approaches can work for straightforward situations, but they often miss opportunities for optimization. As a tax advisor, we bring expertise and strategic insight that software cannot provide. We specialize in uncovering tax-saving opportunities, structuring plans to reduce liabilities, and navigating complex tax situations while saving you time and stress. Our goal is to ensure you’re not leaving money on the table.
What if I get audited or face issues with the IRS?
Tax audits can be stressful, but you won’t face them alone with me as your advisor. We are here to provide guidance, support, and representation if needed. Ensuring that your tax filings and strategies are compliant and thoroughly documented, we help reduce the likelihood of audits. Should an issue arise, I’ll work with you to resolve it quickly and efficiently.
Ready To Get Started
We work with businesses throughout the United States and will work within your time zone if necessary.
Please send us a note if you need to meet outside of our business hours.
Let us know if you have questions.
Generating Legacies for Generations
Helping Businesses Across America Keep More of Their Money
800-554-9884