Skip to main content
Legacy Tax & Wealth Co.

Built for Tax Pros Who Are Ready to Grow.

Whether you are just starting out in tax preparation or ready to take your practice to the next level, you are in the right place.

The Legacy Tax Mentorship Program

 I work with aspiring and current tax preparers nationwide to help them build confidence, systems, and a client base they are proud of. From credentialing guidance to software training I am with you every step of the way.

Apply for Mentorship

Join the Legacy Tax Team

I am currently accepting 1099 tax preparers based in California who are ready to build their practice under an established brand. As a Legacy Tax team member you will have access to systems support and the tools you need to grow with confidence. Team partnerships are currently available to California based preparers only. Outside of California? My mentorship program may be a great fit for you.

Apply to Join the Team

Get EZPrep Pro Tax Software

EZPrep Pro is my professionally branded tax software powered by TaxSlayer Pro and available to EROs nationwide. Built for independent tax preparers and small tax offices it gives you everything you need to run a professional practice.

Software Fee: $898 $500 deposit due at signup Remaining balance due after your first funding drop Annual renewal at $449 Volume waiver available for EROs filing 500 or more bank products

Interested in bundling EZPrep Pro with mentorship? Contact me to discuss package options.

Get Started

Not Sure Which Option Is Right for You?

 I would love to help you figure out the best next step. Whether you are just starting out or ready to take your practice to the next level let's have a conversation.

Book a Tax Pro Intro Call