STRATEGY | GROWTH | GENERATIONAL WEALTH
BUILDING
CREATING LASTING
LEGACIES.
At Legacy Advisory's Firm, we provide strategic tax solutions, personalized service, and professional tax software systems to help individuals, families, and business owners navigate their financial responsibilities with confidence. Wealth Is Planned — Not Accidental.
Roberta Roberts
Founder & CEO · Est. 2011
Strategic Guidance
Turn your goals into actionable, sovereign plans.
Expert Support
Personalized solutions for individuals and businesses.
Sustainable Growth
Build, protect, and scale with confidence and compliance.
A Lasting Legacy
Create opportunities and wealth for generations to come.
Our Services
Comprehensive Solutions For A Stronger Tomorrow
FINANCIAL CONSULTING
Strategic financial planning to help you make smarter decisions, optimize cash flow, and achieve long-term financial success.
TAX PREPARATION
Individual and business returns, strategic planning, maximum legal deductions, and same-day refund cash advances up to $7,500.
MENTORSHIP
Empowering tax professionals, EROs, and aspiring business owners with 1-on-1 coaching, industry training, and proven growth playbooks.
BUSINESS ADVISORY
Expert strategic guidance to help entrepreneurs establish, structure, scale, and protect sustainable enterprises with confidence.
LET'S BUILD
YOUR LEGACY TOGETHER.
Schedule a consultation today and take the next step toward financial clarity, business growth, software mastery, and a brighter, sovereign future.
Strategic Tax & Advisory Leadership
Over 15 Years of Financial Mastery · Est. 2011
Legacy Advisory's Firm
Software Packages
Click any suite below to view its full curriculum, deliverables, and enrollment details.
The Executive Suite
Your entry-level business package for someone ready to learn tax preparation and start servicing clients. It gives them the software, foundational tax education, due diligence, client intake, and the training needed to begin.
NOW ONLY
$599
The Premier Suite
For preparers who want to go beyond learning taxes and start building clientele and generating revenue. It adds live and advanced training, marketing, and client-growth education.
NOW ONLY
$899
The Prestige Suite
For someone who wants to operate more like a tax business owner. It adds business returns, tax strategy, sales, business development, and priority support.
NOW ONLY
$1,299
The Legacy Private Suite
Your VIP business-building experience. This is for someone who wants to build multiple income streams—not just prepare tax returns. It includes everything in Prestige plus private coaching, ERO/tax-office guidance, team development, credit education/restoration and credit-business training, and VIP support.
NOW ONLY
$1,999
OUR
BANKING PARTNERS
Legacy Advisory's Firm integrates directly with the industry's premier bank product-processing institutions — powering same-day refund cash advances up to $7,500, direct deposit payouts, and zero out-of-pocket filing.
Refund Advantage
Verified PartnerOur focus is, and has always been, on helping independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
Refundo
Verified PartnerRefundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It's packed with tools and features.
TPG
Verified PartnerFounded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
PARTNER WITH US TODAY!
Join our Service Bureau network or file your individual & business tax returns with Houston's premier advisory.