Legacy Financial Group

Build 6 Figure Tax Business

— With the Right Mentorship

Join our exclusive mentorship program and learn step-by-step how to launch, grow, or scale your tax business. Whether you’re brand new or already in the game, our coaching helps you increase income, improve systems, and gain confidence.

This program is for you if:

💡 You’re new to the tax industry and want a clear roadmap


📉 You’ve been preparing taxes but not seeing consistent growth


🤝 You’re tired of figuring it all out alone and need a mentor


🏗️ You want to build a legit business that supports your lifestyle

Our mentorship program gives you:

📘 Step-by-step training modules

📅 Weekly live coaching calls

🛠️ Templates, scripts, and business tools

🤝 A supportive community of taxpreneurs

📈 Real accountability to help you grow

man sitting while using laptop

My Coaching Materials.

Video Class

Video Class

Step-by-step lessons covering taxes, credit repair, and client management—available on demand, anytime.

Ready-to-Use Templates

Ready-to-Use Templates

Downloadable forms, checklists, and planners to help you run your business like a pro from day one.

Business Scripts & Guides

Business Scripts & Guides

Get client onboarding scripts, sales talk tracks, and business-building guides that actually work.

Marketing Toolkit

Marketing Toolkit

Social media captions, content calendar, and branding tips to help you grow online and attract the right clients.

Ready to Get Started? Here’s How to Join

01

Choose Your Plan

02

Complete Your Payment

03

Get Instant Access

04

Start Your Journey

Choose the plan that’s right for your team

Clear pricing. No hidden fees. Get the support you need—right when you need it.

Software Only

$299

What’s Included

Business Plans
Your Own Personalized Cloud Tax Office Powered by TaxSlayer(taxslayer logo)
Software and Back End Training for You and Your Assistant
Bank Registration for Your Bank Products
Tax Office Start Up Loans
SOP’s
Ability to Offer Advances to Your Clients as a First Year EFIN Holder
Bank Products

Software Package

$499

What’s Included

Business Plans
Your Own Personalized Cloud Tax Office Powered by TaxSlayer(taxslayer logo)
Software and Back End Training for You and Your Assistant
Bank Registration for Your Bank Products
Tax Office Start Up Loans
SOP’s
Ability to Offer Advances to Your Clients as a First Year EFIN Holder
Bank Products
Group Coaching
Access to Telegram Our Community

Tax Classes

 (No Software or Mentorship Included)

Basic Tax Training

$99

What’s Included

In this class you will learn the basics of filing a tax return. Schedule C is not included in this course.

Schedule C Training

$199

What’s Included

In this class you will learn how to file a basic tax return and a return that requires a Schedule C tax.

Mentorship Programs

Start Your Own Tax Business

$699

What’s Included

EFIN Assistance
Tax Software Provided By Our Company
6 Months Tax Training
Group Coaching Sessions
Full Software Training For You And Your Team
Assistance Starting and Setting Up Your Company
SOP’s
Marketing and Advertising
Full Support and Access to Our Team
Access to a Network of Successful Tax Professionals
Offer Loans to Your Clients as a First Year EFIN Holder
Access to Our Telegram Community

Tax Preparer Mentorship

What’s Included

Professional Tax Software
PTIN Assistance
6-Month Tax Training
One-on-One Calls
Group Coaching Sessions
Software Training
Marketing and Advertising
Full Support and Access to Our Team
Review of Returns Before Submission
Access to Our Telegram Community

Hear What Our Clients Say
500+ Reviews

🌟 “I finally launched my tax business!”
Before this program, I was stuck in research mode and overwhelmed. This mentorship gave me the tools, confidence, and real support I needed. Now I have paying clients and a legit setup.

— Jasmine M., Georgia

🌟 “Best investment I’ve made in my career.”
I’ve taken other courses before, but nothing came close to the guidance and mentorship here. It’s not just knowledge—it’s accountability and real growth.

— Marcus T., Texas

🌟 “My client base has doubled in just 3 months.”
Thanks to the marketing templates and guidance, I’ve been able to brand myself properly and attract my ideal clients. I even raised my prices!

— Erica B., North Carolina

🌟 “I was ready to quit... now I’m thriving.”
I’d been preparing taxes for two years but felt stuck. This program showed me how to think like a business owner, not just a tax preparer. Game-changer.

— Raymond C., California

🌟 “Everything is broken down step by step.”
As someone completely new to the tax world, I loved how easy it was to follow the lessons. The support group also helped me stay on track.

— Lena D., Wisconsin

🌟 “The mentorship and mindset shift are unmatched.”
It’s more than just tax strategies—it’s about building a real, profitable business. I’m now planning to hire my first team member next season.

— Tasha K., Nevada

It’s Time to Build the Tax Business You Deserve

You don’t have to do it alone. Get the roadmap, support, and coaching you need to thrive in the tax industry—no matter where you’re starting from.