SOFTWARE & BUREAU CAPABILITIES
LEGACY BUSINESS & WEALTH INSTITUTE
Learn the Business. Build the Wealth. Create the Legacy.
Whether you are entering the tax industry for the first time or expanding an established operation, Legacy Advisory's Firm provides the professional tax software, industry education, and business development support to help you confidently establish, operate, and grow. Wealth Is Planned — Not Accidental.
Our Core Services
Professional Guidance Across Every Stage Of Your Financial Journey
FINANCIAL CONSULTING
Strategic financial planning to help you make smarter decisions and achieve long-term financial success.
TAX PREPARATION
Individual & business tax preparation, strategic planning, and tax reduction strategies tailored to your situation.
MENTORSHIP
Developing tax professionals and empowering business owners through coaching, training, and proven growth playbooks.
BUSINESS ADVISORY
Expert guidance to help you start, grow, and scale your business with unshakable confidence and compliance.
Legacy Advisory's Firm
Software Packages & Bureau Suites
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
Key Privileges:
- Full cloud professional tax software license
- Foundational tax education & comprehensive due diligence
- Digital turnkey client intake system & secure vault
- Guided onboarding & workstation technical readiness
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
Key Privileges:
- All Executive Suite infrastructure and software included
- Live interactive & advanced filing training modules
- Proven marketing materials & client acquisition campaigns
- Client-growth education & recurring retention playbooks
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
Key Privileges:
- Corporate & business returns enabled (1120, 1120S, 1065, 990)
- Strategic tax planning & client tax reduction strategies
- Sales training & high-ticket advisory consulting masterclasses
- Comprehensive business development & operations curriculum
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
Key Privileges:
- Includes everything in The Prestige Suite
- Private 1-on-1 strategic coaching directly with leadership
- ERO & complete tax-office establishment guidance
- Team recruitment, leadership development & contractor frameworks
SERVICE BUREAU DIVISION
What is a Service Bureau?
At Legacy Advisory's Firm, our Service Bureau Division is dedicated to empowering independent tax professionals, EROs, and aspiring tax business owners with the tools, technology, training, and business support needed to grow successful tax preparation businesses.
Our mission is to provide more than tax software — we deliver a complete business development experience. Through professional tax software, industry education, operational guidance, and marketing resources, we help our partners build businesses with structure, confidence, and long-term growth potential.
100%
Keep Your Tax Prep Fees
2011
Established · Houston, TX
Service Bureau Infrastructure Checklist
- Multi-tier hierarchy setup (Master bureau, sub-bureaus, branch preparers)
- Automated fee-splitting and direct ACH disbursement through banking partners
- Recruiting legal templates, partner contracts, and non-solicitation covenants
- White-labeled onboarding materials and video training portals for your partners