Helping Tax Professionals Elevate Their Income, Scale Their Business, and

Build Generational Wealth

Join the Legacy Winners Circle — Where Future 6-Figure Tax Pros Are Made

Visionary

Meet the Leader behind Legacy Financial Group

Leslie Spates-Young is a dynamic tax professional and mentor who has revolutionized the tax industry since 2020. She has trained over 50 professionals and expanded her impact across multiple franchise offices nationwide.

Empowering tax professionals to achieve six-figure success

Building systems that create sustainable business growth

Committed to mentorship and professional development

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Visionary

Mentorship programs to build your legacy

Choose your path to financial transformation and professional success

Starter

Legacy Tax Pro Program

Comprehensive one-year coaching for aspiring tax professionals

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Advanced

Start your own legacy program

Comprehensive guidance for launching and scaling your tax practice

Discover Opportunities

Coaching

Legacy Tax Pro Program

Comprehensive mentorship designed to accelerate your tax professional journey

Hands-on coaching

Full year of personalized guidance and strategic support

Professional tools

Access to cutting-edge Legacy Financial Pro software for enhanced productivity

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Entrepreneurship

Start your own legacy program

Comprehensive roadmap for launching and scaling your tax practice

Business setup guidance and compliance strategies
Technical support for PTIN, EFIN, and banking integrations
Marketing and client acquisition training

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Join the legacy winners circle

Connect with driven tax professionals who understand that success is built through shared knowledge and strategic collaboration.

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Frequently Asked Questions

Explore Our Common Queries and Solutions

What services are included in the Basic Plan?

The Basic Plan offers access to our online tax portal, monthly financial statements, annual tax filing assistance, email support, and basic case analysis and strategy.

How often will I receive financial reports with the Pro Plan?

With the Pro Plan, you will receive quarterly financial reports along with all the features of the Basic Plan, tax-saving advice, and a dedicated account manager.

What additional support does the Premium Plan offer?

The Premium Plan includes weekly financial updates, comprehensive tax planning, unlimited phone support, and personalized business growth strategy, along with all features from the Pro Plan.

How do I contact customer support?

You can reach our customer support team via email for prompt responses. The response time varies based on your plan, with Premium customers receiving the fastest support.