Join The Luxe Team

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LUXE LEGACY FINANCIAL LLC

JOIN THE LUXE TEAM

Learn the Business. Build Your Clientele. Create Your Legacy.

Whether you're brand new to the tax industry or ready to grow your existing client base, Luxe Legacy is building a team of motivated tax professionals ready to learn, work, market themselves, and grow.

START YOUR LUXE JOURNEY →
Join the Luxe Team at Luxe Legacy Financial LLC

THIS IS MORE THAN TAX SOFTWARE

We're Giving You The Foundation To Build.

We provide the training, tools, resources, and support. You bring the consistency, effort, professionalism, and ambition. Our goal is to help you enter tax season prepared to serve clients while beginning to build a business and client base of your own.

YOUR LUXE TOOLKIT

Everything You Need To Get Started

We want you entering tax season with more than a login. You'll receive resources designed to help you understand the work and begin building your professional foundation.

6-Week Tax Training

Structured training designed to help prepare you for the upcoming tax season.

Tax Software

Access to the tax software you'll use as part of the Luxe Legacy team.

Tax Pro Guide + Workbook

Complimentary access to the Luxe Beginner Tax Pro Guide and companion workbook.

Workflow Guidance

Learn how to use tools such as Jotform to create a more organized client workflow.

Marketing Guidance

Learn the basics of creating a professional tax flyer and marketing yourself for tax season.

Team Support

Guidance and support as you learn the business, prepare for tax season, and begin serving clients.

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MARK YOUR CALENDAR

Training Begins November 1

Six weeks. One foundation. Your next chapter.

Our approximately six-week training period is designed to help new team members prepare before tax season begins. Showing up, participating, practicing, and putting the information to work will be an important part of your development.

YOUR WORK. YOUR GROWTH.

The Luxe Compensation Structure

Your starting structure is based on your experience and existing client base, with opportunities to grow as you build with Luxe Legacy.

NEW & BEGINNER TAX PROS

60%

Tax Pro Share

Begin your journey with a 60/40 compensation split while you develop your skills and build your client base.

TAX PROS WITH 10+ CLIENTS

70%

Tax Pro Share

Tax professionals entering the season with an established client base of 10 or more clients may begin at a 70/30 split.

THE LUXE GROWTH PATH

Your Opportunity Doesn't Stop At Tax Prep.

LEARN THE BUSINESS BUILD YOUR CLIENTELE GROW WITH LUXE EXPLORE ERO OPPORTUNITIES

As you grow your clientele, develop your skills, and demonstrate consistency within Luxe Legacy, additional benefits and growth opportunities may become available — including a potential path toward becoming an ERO.

WHO WE'RE LOOKING FOR

You Don't Have To Know Everything.
But You Do Have To Be Ready To Work.

✦ Willing to learn and accept coaching.

✦ Committed to completing training and preparing for tax season.

✦ Willing to market yourself and actively build your own clientele.

✦ Understand that tools only work when you use them.

✦ Value professionalism, communication, and client service.

✦ Ready to take ownership of your growth.

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EARLY ENROLLMENT SPECIAL

Secure Your Spot For $97

Regular Joining Fee: $197

Save $100 through October 2, 2026.

If you're ready to learn the business, build your clientele, and prepare for the upcoming tax season, this is your opportunity to begin your Luxe journey.

APPLY TO JOIN THE LUXE TEAM →

Enrollment does not guarantee income, clients, tax preparation volume, advancement, or ERO status. Individual results depend on factors including effort, participation, client acquisition, performance, and applicable requirements.

Get In Touch

We're here to help with your financial planning needs

Call Us

(224)340-6690

Email Us

Luxelegacyfinancial@gmail.com