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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 →
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.
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6-Week Tax Training
Structured training designed to help prepare you for the upcoming tax season.
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Tax Software
Access to the tax software you'll use as part of the Luxe Legacy team.
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Tax Pro Guide + Workbook
Complimentary access to the Luxe Beginner Tax Pro Guide and companion workbook.
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Workflow Guidance
Learn how to use tools such as Jotform to create a more organized client workflow.
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Marketing Guidance
Learn the basics of creating a professional tax flyer and marketing yourself for tax season.
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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
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BUILD YOUR CLIENTELE
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GROW WITH LUXE
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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.