The LegacyPro Legacy System, is a Service Bureau Partnership is designed for tax professionals who want to expand their operations by building teams and scaling their tax business.

This level provides the infrastructure needed to recruit preparers, develop tax teams, and operate a larger tax office within the LegacyPro platform.

Partners at this level gain access to systems that support team growth, operational structure, and long term expansion.

Investment $6,500 One Time Investment

Includes

Everything included in the LegacyPro ERO Growth System, plus the additional infrastructure needed to build and manage a larger tax operation.

Team Infrastructure

• Ability to recruit and manage tax preparers • Team onboarding framework • Guidance for structuring multi preparer tax offices • Systems designed to support growing tax teams

Service Bureau Placement

• Placement within the LegacyPro service bureau network • Bank product onboarding assistance • Compliance oversight guidance for operating a larger tax office

Expansion Support

• Tax office expansion strategy • Team growth guidance • Operational structure for multi preparer offices • Systems designed to support scaling operations

Opportunity

Service Bureau Partners can expand their tax operations by building and managing their own teams while operating within the LegacyPro ecosystem.

This level is intended for professionals who want to move beyond operating a single office and begin building a structured tax organization.

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