The Legacy Blueprint, Your Roadmap to Tax Industry Ownership
The Legacy Blueprint, Your Roadmap to Tax Industry Ownership
With the Legacy Blueprint, I give you the mentorship, partnership, and tools to finally step out on your own.
This is about more than just filing returns, it’s about building a business that works for you,
grows with you, and leaves a legacy behind.
With the Legacy Blueprint, I give you the mentorship, partnership, and tools to finally step out on your own. This is about more
than just filing returns, it’s about building a business
that works for you, grows with you, and
leaves a legacy behind.
Tired of the Same Tax Season Struggles?
Feeling stuck with no real support
Working under someone else’s office
Splitting prep fees that should be all yours
Paying high backend fees with nothing to show for it
Turning Financial
Confusion Into Clarity
At Legacy Blueprint, we don’t just help you file taxes we help you create a system that makes tax season stress-free and future-proof.
Our proven strategies are designed to simplify, save, and set you up for long-term success.
Maximise Savings:
Every credit, every deduction, every opportunity to lower your tax bill, we make sure you don’t leave money on the table.
Future Planning:
Beyond this year’s return, we help you set up a financial strategy that keeps you ahead for next tax season and beyond.
Here You'll Learn How To:
Clarity on Wealth Building
Discover the step-by-step blueprint to create, grow, and preserve wealth for future generations.
Smart Money Strategies
Learn proven techniques to manage, multiply, and protect your income.
Legacy Planning Essentials
Understand how to structure your finances so your legacy outlives you.
Confidence & Control
Gain the tools to take charge of your financial journey with certainty and peace of mind.
Actionable Game Plan
Walk away with a clear, customized path you can start applying immediately.
Mindset for Success
Develop the right mindset that keeps you motivated and on track.
Choose Your Legacy Path
Weather you're ready to launch your own office or scale into
a service bureau, we've built the blueprint for you.
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
Become the boss of your own tax office
Preparer onboarding systems and SOPs
Unlimited e-filing with low backend fees
Basic and advanced tax training modules
CRM setup with tax & credit-specific automations
Choice of TaxSlayer or OLT Pro
EFIN application guidance and approval support
Access to private partner network and live mentorship calls
Legacy Bureau Blueprint
Scale beyond your own office
Subagent management systems
Branded Service Bureau software
Branded CRM with automated with onboarding
Ongoing compliance and operational support
Custom pricing and payout structure guidance
Marketing kit to recruit and grow your network
Service Bureau training and onboarding toolkit
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.”
“This mentorship gave me the structure I was missing. I went from overwhelmed to fully operational in just weeks.”
Every great achievement begins with a single step, and with. you’re already on the path to success.
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Office Hours:
Mondays - Saturdays:
10am - 7pm
Sundays: Closed