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LEGACYADVISORY FIRM
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Entry-Level Business Package

The Executive Suite

The Executive Suite Package is designed for tax professionals who are just getting started in the tax industry. Every tax return submitted will be carefully reviewed before being sent to the IRS to help ensure accuracy and compliance. Join our revenue share program today for just $199 setup. You will receive 70% of your client tax preparation fees while also receiving support and guidance throughout the process.

Investment

$599

One-time package fee

The Executive Suite software package
Foundation
70/30 Revenue Share REVENUE SHARE
No EFIN required REQUIRED
PTIN REQUIRED

Everything in

Your Executive Suite package

A complete business-in-a-box. Below is the full inventory of software, training, and operational support delivered with this suite.

01
THE BLUEPRINT TO LEGACY ADVISORY'S FIRM
02
PROFESSIONAL TAX SOFTWARE
03
SOFTWARE TRAINING
04
CUSTOM BUSINESS NAME
05
TECH SUPPORT
06
IRS REGISTRATION
07
OFFER TAX LOANS
08
CLIENT FORMS
09
BANK REGISTRATION
10
TAX LAW UPDATES
11
EXPERIENCED BUSINESS COACH
12
BUSINESS PAYROLL SETUP
13
TAX RETURNS REVIEW BEFORE IRS SUBMISSION
14
MARKETING AND SOCIAL MEDIA TRAINING
15
TAX EDUCATION TRAINING
16
BUSINESS TRAINING
17
TEAM BUILDING TRAINING

At an example 8.25% sales tax rate, estimated totals would be $648.42 / $973.07 / $1,406.17 / $2,163.92 respectively. Actual sales tax is calculated according to the customer's state and individual product/service taxability rather than applying a flat rate nationwide.

The Onboarding Path

4 Steps to Get Started

1

Secure Your Package

Make your payment to lock in your selected suite.

2

Sign Your Agreement

Sign your service agreement to activate your account.

3

Complete Setup

Complete the Account Setup Form and your software is delivered with login instructions.

4

Start Building

Get access to our training and community to start building your business.