Legacy Blueprints

Your roadmap to owning your place in the tax industry

We give you the mentorship, tools, and structure to stop working inside someone else’s system and start running your own.

This is how tax professionals build businesses that scale, stay compliant, and last beyond one season.

Tired of the Same Tax Season Struggles Every Year?

Feeling stuck with no real support or guidance

Paying high backend fees with nothing to show for it

Splitting prep fees that should be building your business

Working under someone else’s office instead of your own

Compare our Partners usage ratesnever pay a monthly subscription only the usage save over $1k annually

Build a Real Tax Business, Not Just a Seasonal Hustle

Legacy Blueprints is where tax professionals come to stop guessing and start running their tax business like a business.

If you’re tired of piecing together software, tools, training, and advice from five different places, this is for you.

We help preparers turn into EROs, and service bureau owners build a solid, compliant, and scalable tax operation with the right systems from day one.

No confusion.
No random Facebook advice.
No learning the hard way every season.

This Is Not Just Software

It’s the Blueprint

Anybody can buy tax software.
That don’t mean they know how to use it correctly, price properly, stay compliant, or grow past survival mode.

Legacy Blueprints gives you:

Professional tax software
A CRM built for tax workflows
Coaching that actually explains what to do and why
Community support inside Tax Pro HQ
A clear roadmap based on where you are right now

We don’t just hand you tools and wish you luck.
We show you how to use them to build something that lasts.

Our Partners Learn How To:

Structure for Your Tax Practice

Step by step guidance to set up your tax business correctly, stay compliant, and stop fixing mistakes mid-season.

Smarter Tax Workflows

Clear workflows for clients, pricing, and processes so nothing falls through the cracks during tax season.

Why this works:

IRS-Ready Operations

Operate with confidence knowing your setup, processes, and documentation are IRS-ready.

One Central System

Manage clients, documents, and communication in one system instead of juggling multiple tools.

Clear Execution Plan

Leave with a clear action plan so you know exactly what to do before and during tax season.

Coaching & Support

Get ongoing coaching and access to Tax Pro HQ so you’re never stuck figuring things out alone.

Choose Your Legacy Path

Whether you want to run your own tax office or build a service bureau,

we’ve built the system to support your next level.

Weather you're ready to launch your own office or scale into a service bureau, we've built the blueprint for you.

Legacy ERO Blueprint

Run your own compliant, independent tax office

Step-by-step ERO setup with onboarding systems and SOPs
Unlimited e-filing with low backend fees so margins stay clean
Foundational and advanced tax training so you’re not guessing
CRM built for tax and credit workflows with automations done for you
Choice of professional tax software (TaxSlayer or OLT Pro)
EFIN application guidance and approval support
Access to a private partner network and live mentorship calls

Start My ERO Blueprint

Legacy Bureau Blueprint

Build and scale your own service bureau

White-labeled service bureau tax software (TaxSlayer or OLT Pro)
Systems to manage and support multiple subagents
Branded service bureau tax software
Branded CRM with automated onboarding and workflows
Ongoing compliance and operational support as you scale
Custom pricing and payout structure guidance
Marketing kit to recruit and grow your preparer network
Service bureau training and onboarding toolkit

Build My Service Bureau

Trusted By Tax Professionals Like You

Hear from the entrepreneurs and tax experts who turned their hustle into growth

with Crest Suite Agency by their side.

“I was tired of giving up half my prep fees. Now I keep 100% and finally feel like I own my business.”

“I used to split my prep fees and still had to figure everything out alone. Now I’ve got my own EFIN, my own office, and full support behind me. Best decision I ever made.”