Helping Tax Professionals Elevate Their Income, Scale Their Business, andBuild Generational Wealth
Join the Legacy Winners Circle — Where Future 6-Figure Tax Pros Are Made
Visionary
Meet the Leader behind Legacy Financial Group
Leslie Spates-Young is an experienced tax preparer with over five years in the industry. She began her career in 2020 at Thomas Financial Services in Dallas, TX, and has since served hundreds of clients with expert tax preparation services. Leslie has also trained and mentored several individuals who have gone on to become successful tax professionals and agency owners, reflecting her dedication to both her clients and the growth of others in the field.
Leslie Spates-Young
OWNER OF LEGACY FINANCIAL GROUP
Visionary
Mentorship programs to build your legacy
Choose your path to financial transformation and professional success
Starter
Legacy Tax Pro Program
Comprehensive one-year coaching for aspiring tax professionals
Advanced
Start your own legacy program
Comprehensive guidance for launching and scaling your tax practice
Coaching
Legacy Tax Pro Program
Comprehensive mentorship designed to accelerate your tax professional journey
Hands-on coaching
Full year of personalized guidance and strategic support
Professional tools
Access to cutting-edge Legacy Financial Pro software for enhanced productivity
Entrepreneurship
Start your own legacy program
Comprehensive roadmap for launching and scaling your tax practice
Business setup guidance and compliance strategies
Technical support for PTIN, EFIN, and banking integrations
Marketing and client acquisition training
Join the legacy winners circle
Connect with driven tax professionals who understand that success is built through shared knowledge and strategic collaboration.
Frequently Asked Questions
Explore Our Common Queries and Solutions
What services are included in the Basic Plan?
The Basic Plan offers access to our online tax portal, monthly financial statements, annual tax filing assistance, email support, and basic case analysis and strategy.
How often will I receive financial reports with the Pro Plan?
With the Pro Plan, you will receive quarterly financial reports along with all the features of the Basic Plan, tax-saving advice, and a dedicated account manager.
What additional support does the Premium Plan offer?
The Premium Plan includes weekly financial updates, comprehensive tax planning, unlimited phone support, and personalized business growth strategy, along with all features from the Pro Plan.
How do I contact customer support?
You can reach our customer support team via email for prompt responses. The response time varies based on your plan, with Premium customers receiving the fastest support.
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