Legacy is the complete foundation for ambitious tax professionals ready to transition from solo practitioners to service bureau operators. This program combines premium software, strategic frameworks, and ongoing support to help you build a sustainable, growth-focused tax business.

You’ll get everything needed to establish your firm, train your team, and scale your operation. From co-branded technology to IRS registration support and client acquisition tools, Legacy accelerates your path to becoming an industry leader.

• Co-branded practice management software
• The Blueprint to Wealthy Beginnings strategic framework
• Professional tax preparation software
• Comprehensive software and business training
• Custom business branding and naming
• Priority technical support
• Team building and recruitment guidance
• Team member support and onboarding
• IRS registration and compliance assistance
• Tax loan offering capability
• Professional client forms library