Scale Your Tax Business. Increase Your Income. Build Generational Wealth.

Let us get you the maximum refund or lowest tax bill possible for your situation and make tax season easy.

⮞ Explore Our Programs

Meet

Leslie Spates Young

OWNER OF LEGACY FINANCIAL GROUP

Born and raised in Milwaukee, Wisconsin, Leslie Spates-Young is the Founder & CEO of Legacy Financial Group. With over seven years of experience in the tax industry, she founded Legacy Financial Group with a mission to make taxes one of the least stressful parts of her clients' financial lives.
Leslie and her team help individuals and business owners maximize their refunds, reduce their tax liability, and keep more of the money they earn. Leslie mentors and trains Tax Professionals, EROs, and Service Bureaus, helping them build profitable tax businesses through proven systems, education, and automation—creating financial freedom without simply working more hours.
Whether serving taxpayers or mentoring the next generation of tax professionals, Leslie is committed to helping others build wealth, confidence, and a lasting legacy.

Explore Our Programs

Why Choose Legacy Financial Group?

At Legacy Financial Group, we're committed to helping individuals, families, and entrepreneurs achieve their financial goals with confidence. Whether you're looking for trusted tax services or ready to build a successful career in the tax industry, we provide the guidance, education, and support you need every step of the way. Our mission is to create opportunities through professional tax solutions, hands-on mentorship, and innovative business programs designed to help our clients and partners grow with confidence.

Why Choose Legacy Financial Group?

Explore Our Programs

Our Services

Professional tax solutions designed to help individuals, families, and business owners with confidence.

Tax Preparation
Prepare your federal and state tax returns with accuracy and professional guidance.
Tax Planning
Plan ahead with strategies designed to help you make informed tax decisions.
Business Tax Services
Tax solutions tailored for business owners and entrepreneurs.
Business Growth & Financial Solutions
Helping entrepreneurs access resources, funding opportunities, and business solutions to support long-term growth.

Ready to Get Started?

Whether you're looking for professional tax services or ready to start your journey in the tax industry, Legacy Financial Group is here to help.

Join Our Opportunity Call

Learn more about our mentorship programs, ask your questions, and discover which opportunity is the best fit for you.

Reserve Your Spot

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.