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Legacy Empire LLC
ADVANCED PACKAGE
(INDEPENDENT PREPARER)
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PTIN & EFIN Required
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Personalized Tax Mentorship
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Support Group Access (only while actively working and partnered with Legacys Empire)
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No revenue share
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SB Fees/ Backend Fees Collected
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Access to our banking partners (Refund Advantage, Refundo and SBTPG)
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Contract renewal required every year to continue participation at the price of $1,500 instead of the initial $2,500.
YOUR NEXT STEPS!
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Step 1:Pay for the Package: Submit the $2,500 Advanced Package fee (non-refundable; annual renewal applies).
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Step 2: Fill Out the Form: Complete the Advanced intake form so we can set up your account, tools, and profile.
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Step 3: On-Boarding Meeting: Schedule your onboarding call to finalize access, and connect your banking partners.
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Step 4: Launch Your Tax Business!
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