Legacy Wealth Management

Hello, My Name is Karina. Nice to Meet You!

About

I started Legacy Wealth Management to help individuals and small business owners feel confident about their finances. After seeing how overwhelming taxes, bookkeeping, and financial planning can be, I wanted to create a service that’s personal, stress-free, and easy to understand.

With experience in tax preparation and business finance—and as a bilingual professional in English and Spanish—I’ve made it my mission to simplify money management so you can focus on what truly matters: building your legacy.

Where it Started

Karina Sanchez

I’m a mom, entrepreneur, and tax professional who understands that finances can feel overwhelming—especially when life is already busy. When I’m not helping clients with taxes, bookkeeping, or payroll, I’m serving at church, cheering on my kids, or soaking up time with family.

I genuinely love connecting with people and making finances feel less intimidating and more manageable. My goal is to help you feel confident, informed, and at ease with your money—so you can spend less time stressing and more time focused on what truly matters.

Get to know the face behind the name!

About Karina

Build Your Legacy
With your finances in order, you’ll have clarity, confidence, and the tools to grow—both personally and professionally.

Step 3:

Streamline Your Finances
I’ll organize your records, set up simple systems, and handle the details so you can focus on what matters most.

Step 2:

Book Your Consultation
Schedule a call so we can discuss your needs—whether it’s taxes, bookkeeping, payroll, or financial analysis—and create a personalized plan.

Step 1:

Our Success System:

Personalized Support: I take time to understand your unique needs—whether it’s taxes, bookkeeping, payroll, or financial planning—and create a plan that fits you.

Clear Communication: I explain everything in simple terms (English or Spanish), so you feel confident and informed every step of the way.

Productivity-Driven Workflows: I bring my expertise in productivity to streamline your financial systems, saving you time and reducing stress.

What You Can Expect When Working With Me

Accuracy & Attention to Detail: From tax filing to bookkeeping, I ensure every detail is handled correctly to help you avoid errors and maximize results.

Year-Round Availability: I don’t just help during tax season; I’m available throughout the year to answer questions and provide ongoing support.

A Stress-Free Experience: My goal is to make finances simple and approachable so you can focus on your business, family, and future.

Have questions about taxes, bookkeeping, payroll, or financial analysis? Fill out the form below and I’ll be in touch to help you get started.

Simplify Your Business Finances Today!

Contact

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