DISCOVER THE SECRETS
TO BUILDING A SUCCESSFUL TAX OR SERVICE BUREAU BUSINESS
At Faith Legacy Financial, we see taxes as a pathway, not paperwork. Behind every return is an opportunity to change lives — including your own. We’re here to equip you with the tools, training, and support you need to build a thriving tax business and a legacy of success. Start your journey with us today and unlock your potential.
DISCOVER THE SECRETS
TO BUILDING A SUCCESSFUL TAX OR SERVICE BUREAU BUSINESS
At Faith Legacy Financial, we see taxes as a pathway, not paperwork. Behind every return is an opportunity to change lives — including your own. We’re here to equip you with the tools, training, and support you need to build a thriving tax business and a legacy of success. Start your journey with us today and unlock your potential.
HOW TO GET STARTED :
Step 1
Purchase
Choose the package
that aligns with your
business goals.
Step 2
Sign Agreement
Review and sign the agreement to move
forward.
Step 3
On-Boarding
Book a session to
discuss your goals and expectations.
Step 4
Attend Training
Learn the skills to
launch and grow your tax business.
Step 5
Launch
Open your office and
start serving clients
with confidence.
Starter to Success Package
REVENUE SHARE : 60/40
This is for new tax professionals or anyone with a valid PTIN who wants to start earning while learning. You’ll get step-by-step guidance in tax prep, compliance, and client management — all under the proven Faith Legacy Financial system. Every return is reviewed for accuracy and IRS compliance, so you can build confidence and income from day one.
Legacy Builder Package
REVENUE SHARE : NONE
This is for experienced tax professionals with both a PTIN and EFIN who are ready to run their own business with full independence. You’ll gain the tools and mentorship to manage clients, hire or lead preparers, and keep 100% of your earnings. Plus, you’ll receive advanced guidance in business growth, leadership, and scaling your tax operation — all within the trusted Faith Legacy Financial network.
WHAT YOU WILL GET FROM US?
We Equip You to Lead, Serve, and Succeed
When you partner with Faith Legacy Financial, you gain more than resources — you gain a team invested in your success. From comprehensive onboarding to advanced tools and ongoing mentorship, we equip you with everything you need to operate your tax business with excellence and peace of mind.
Marketing Made Simple: Learn How to Grow Your Business Fast
The key to a thriving tax business isn’t found behind the desk — it’s in the relationships you build and the community you serve. At Faith Legacy Financial, our easy-to-use software removes the guesswork so you can focus on what truly matters: connecting with people. We’ll share the same marketing methods and local growth strategies that have helped countless partners turn small beginnings into successful, long-standing businesses.
One-on-One Coaching from Experienced Tax Professionals
You don’t have to build your business alone. With Faith Legacy Financial, you’ll work one-on-one with a coach who’s been where you are — an experienced tax professional and mentor dedicated to helping you succeed. From affordable office setup to smart marketing that brings clients to your door, your coach will help you lay the foundation for a strong, faith-driven business that lasts.
Join the Faith Legacy Partner Program
IThe path to success doesn’t start tomorrow — it starts with the decision you make today. Faith Legacy Financial gives you everything you need to launch with confidence, from powerful tools to personal mentorship. Whether you’re ready to start your own tax business or grow as a partner, now is the time to take action. Let’s build your faith, your business, and your legacy — together.
BANKING PARTNERS
Our focus is, and has always been, on helping the independent tax professionals remain competitive in their markets. Last year, our system serviced more than 30,000 tax offices and issued more than $1 billion in advance loans to taxpayers. We also partner with and are integrated in more than a dozen tax software programs, making Refund Advantage an easy switch for most tax offices.
Refundo provides tax professionals with a bank product-processing platform that minimizes your costs and facilitates new business. Refundo partners with leading financial institutions so customers can cash their checks nationwide for a low flat fee. The Refundo Dashboard allows you to be more productive and saves you time during tax season. It’s packed with tools and features.
Founded in 1991, Santa Barbara Tax Products Group (TPG) became a Green Dot company in 2014. TPG serves consumers nationwide with tax-related financial products and services that provide value, are fairly priced, and satisfy consumer needs. TPG offers tax-related financial products through a network of tax preparation franchises, independent tax professionals, and online tax preparation providers. TPG is located in San Diego, California.
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