Gold Elite

Are you ready to take your tax preparation business to the next level? Look no further than Legacy Financial Advisory’s Gold Package! This package includes everything you need to provide exceptional tax preparation services and grow your business. Here are some of the benefits you’ll receive when you sign up:

• Professional Tax Software: Get access to professional tax software that is comprehensive, easy to use, and up-to-date with the latest tax laws and regulations. With this software, you can prepare both federal and state tax returns quickly and accurately.
• Comprehensive Taxation Courses: Our courses cover everything you need to know to become a tax preparation expert, including tax laws, deductions and credits, and more.
• Tax Mastery Strategies: Our tax mastery strategies will help you become a more effective and efficient tax preparer, so you can serve more clients and grow your business.
• Business Formation Assistance: Our experts can help you with business formation and entity selection, so you can operate your tax preparation business with confidence.
• MTN (Master Tax Network) Membership: As a member of our Master Tax Network, you’ll have access to a community of tax professionals, as well as additional resources and support.
• IRS Certified: Our tax software and courses are certified by the IRS, so you can trust that you’re providing accurate and compliant tax preparation services.
• AFTR (Annual Federal Tax Refresher) Course Certification: Our package includes AFTR course certification, which is required by the IRS for tax preparers to maintain their PTIN (Preparer Tax Identification Number) and stay up-to-date with tax laws and regulations.
• Tax Software Training: Our tax software training will help you get the most out of the professional tax software included in the package.
• Tech Support: Our expert support team is available to help you with any technical issues you may encounter while preparing taxes.
• Bank Products: Our package includes the ability to offer bank products to your clients, including refund anticipation loans and electronic refund checks.
• Digital Marketing: We’ll provide you with digital marketing tools and resources to help you promote your tax