The Platform
Who are Ready to Grow
Active EFIN required. Not available to PTIN-only preparers.
10+
Years in financial services
3
Partnership levels
100%
ERO-focused platform
1
Mission: build real tax offices
WHAT WE DO
We Don't Just Sell Software. We Build Tax Offices.
Most service bureaus hand you a login and disappear. LegacyPro Tax provides the full infrastructure, software, systems, automation, and support - to help you operate like a real business.
Not a Software Company. An Infrastructure Platform.
You Have
the Talent.
Not the
Infrastructure.
Most tax professionals are held back not by their skills, but by expensive software, zero mentorship, and platforms that offer nothing beyond a login.
Sound familiar?Paying for software that gives you nothing
You pay top dollar for filing capability but get zero guidance on building your office. The software company gets paid. You get a login.
Running on text messages and memory
No CRM, no automated follow-up, no intake system. You are managing your entire operation through your phone.
Starting from scratch every season
No documented processes, no automation. Every January you are rebuilding instead of building on what you already did.
No path forward
You want to expand but have no framework for growth, no service bureau infrastructure, and no one showing you how to get there.
There is a better way to build your tax business.
OUR SYSTEMS
Three Levels of Infrastructure
Start where you are. Move up when you are ready.
Foundation
The Filing System
$997
Professional filing infrastructure for EFIN holders who need software and secure e-file capability.
Learn more →The Growth System
$3,497
$30/mo CRM
Full automation, CRM, marketing tools, compliance systems, and everything needed to operate a modern tax office.
Learn more →Empire
The Legacy System
$6,500
One-time investment
Get a branded software license from LegacyPro Tax and build your own network of ERO offices under your bureau.
Learn more →Built for Tax Pros
Ready to Operate
Differently
- You have an active EFIN and want more than just software to file returns
- You are tired of paying for platforms that give you a login and nothing else
- You want real systems CRM, automation, marketing, compliance before next season
- You want mentorship from someone who has built tax offices, not generic support
- You are thinking about scaling beyond a single office or building a service bureau
- You are ready to stop operating season to season and start building a real business
Built by a Tax Professional who understand what it takes
Kayla Richards started in automotive finance, built a successful tax preparation business, and spent
years mentoring professionals entering the industry.
After watching talented preparers hit the same walls expensive software, no mentorship, and
platforms that offered nothing real she created LegacyPro Tax.
Kayla Richards
Founder, LegacyPro Tax
Built by a Tax Professional who understand what it takes
Kayla Richards started in automotive finance, built a successful tax preparation business, and spent
years mentoring professionals entering the industry.
After watching talented preparers hit the same walls expensive software, no mentorship, and
platforms that offered nothing real she created LegacyPro Tax.
Kayla Richards
Founder, LegacyPro Tax
Tax professionals deserve better than a login and a fee split.
The industry standard for service bureaus is low. Kayla built Legacy Pro Tax to raise it — real infrastructure, real systems, real support.
Filing returns is the floor, not the ceiling.
The ability to prepare a return is the starting point. Building a real office with systems, clients, and long-term revenue — that is the goal.
The right infrastructure changes everything.
When tax professionals have the right tools, systems, and guidance, they stop surviving season to season and start building something that lasts.This is a Paragraph Font
Tax professionals deserve better than a login and a fee split.
The industry standard for service bureaus is low. Kayla built Legacy Pro Tax to raise it real infrastructure, real systems, real support.
Filing returns is the floor, not the ceiling.
The ability to prepare a return is the starting point. Building a real office with systems, clients, and long-term revenue that is the goal.
The right infrastructure changes everything.
When tax professionals have the right tools, systems, and guidance, they stop surviving season to season and start building something that lasts.
Our Mission is to support tax professionals by providing the tools, structure, and resources they need to grow strong and successful businesses.
Ready to Build a Real Tax Office?
Stop operating with software alone. Get the Infrastructure, automation,
and support your office needs to grow.
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Copyrights 2026 | LegacyPro Tax™