BUILD INCOME WITH STRUCTURE. BUILD WITHIN A SYSTEM DESIGNED TO LAST.

Join LegacyTax Pro and operate inside a structured, compliance focused environment built for individuals who are serious about growth, accuracy, and long term success.

NOT SURE WHERE YOU FIT?

If you are unsure which path aligns with your experience and goals, schedule a discovery call. We will review your background, expectations, and help you determine the best fit.

Program Options

Choose the path that aligns with your goals, experience, and growth vision.

The Tax Preparer Growth Program

$197 Enrollment 70/30 Split

Designed for individuals who want to prepare tax returns, build income during tax season, and operate within a structured system.

What You Will Do

  • Prepare accurate tax returns under our EFIN
  • Work directly with clients
  • Follow structured systems and processes
  • Maintain compliance on every return

What You Will Receive

  • Access to tax preparation software
  • Training and onboarding
  • Ongoing support
  • Structured intake and workflow systems
This is a performance based opportunity. You are expected to bring in and serve your own clients.
Get Started Schedule a Call

The Tax Office Leadership Program

$497 to $997 80/20 Split plus Team Overrides

Designed for experienced preparers ready to build, lead, and scale a team while increasing income beyond personal production.

What You Will Do

  • Prepare your own tax returns
  • Recruit and build your team
  • Support and guide preparers
  • Maintain compliance across your team

What You Will Receive

  • Advanced systems and tools
  • Leadership coaching and guidance
  • Backend support for scaling
  • Structured growth framework
This is a leadership role. You are expected to build, guide, and grow a team while maintaining production.
Get Started Schedule a Call

Choose

Your Path

Preparer

Focused on building income
through individual client work
within a structured system.

Team Lead

Focused on expanding
income through both
personal production and
team development.

READ THIS BEFORE MOVING FORWARD

This is not a sit and wait opportunity. You are expected to market, communicate, and follow established systems.

This is not a fit for individuals looking for shortcuts or expecting results without effort.

Ready to Get Started?

Choose your path and take your next step. Whether you are preparing returns or building a team, your growth starts here.

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