Legacy & Associates Tax Group
Private
104 members
$99
Welcome to the official training community for Legacy & Associates Tax Group!
This academy equips our team with the knowledge, systems, and confidence to prepare accurate tax returns, serve clients professionally, and grow successful tax careers.
Whether you’re new to tax preparation or expanding your skills, you’ll receive step-by-step training, resources, live coaching, and ongoing support.
Inside you’ll learn:
✔️ Individual & business tax preparation
✔️ IRS compliance & due diligence
✔️ Tax software training
✔️ Client communication
✔️ Business operations & systems
✔️ Marketing & client acquisition
✔️ Tax law updates
Team Expectations:
• Complete each module
• Follow IRS regulations and due diligence requirements
• Maintain professionalism and confidentiality
• Support your teammates
• Commit to continuous learning
Our mission is to develop knowledgeable, ethical tax professionals who serve with excellence and build lasting legacies. Welcome to the team! 💛🏆
skool.com/legacy-associates-tax-group
Exclusive training for Legacy & Associates Tax Group members. Learn tax prep, IRS compliance, software, and team systems.
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