Four partnership paths designed to support different stages of growth in the tax industry. Each package lists everything it includes so you can choose with clarity.
Individuals looking to enter the tax industry by preparing tax returns while building their own client base.
70/30 Split. Keep 70% of your earnings.
Prepare tax returns and build your client base.
Tax professionals ready to expand their business by preparing tax returns while building and supporting a team of Package 1 Tax Professionals.
Prepare tax returns while growing your business and mentoring a team of Package 1 Tax Professionals.
Entrepreneurs looking to scale their business through partnership package resale opportunities while building and supporting Package 1 and Package 2 partners.
Resell partnership packages, build your organization, support partners, and scale your business.
Entrepreneurs ready to operate and grow their own tax business with greater flexibility, advanced resources, software ownership, and increased control over their operations.
Operate your own tax business, support your organization, develop your brand, and continue scaling at the service bureau package.
Credential requirements vary by partnership package. Partners are responsible for obtaining and maintaining all applicable PTIN and/or EFIN credentials. Guidance may be provided during onboarding.
Infrastructure, education, and people behind you at every stage of your partnership.
A clear path from choosing your package to building your business.
Explore the four partnership packages and select the path aligned with your current goals.
Review your selected level and complete secure enrollment and payment.
Provide the information needed to begin your setup and complete required agreements.
Access your resources, training, systems, community, and obtain your PTIN and EFIN credentials if applicable.
Prepare for tax season, develop your business, serve clients, and continue growing within Ascendant Legacy Financials.
Join a Live Information Session to learn how Ascendant Legacy Financials works, understand the four partnership packages, explore what is included, learn about credential responsibilities, and ask questions before deciding.