+ SERVICE BUREAU PARTNER PROGRAM
Build Your Own Tax Office — Under a Powerful Network
Launch, grow, and scale with Z&L Legacy Network using professional software, training, support, and real income potential.
Starter packages from $650 · Limited partner spots available
✓Service Bureau Access ✓Tax Software Included ✓Licensed Service Bureau ✓Scalable Income Model
3
PARTNER TIERS
$7,500
MAX CLIENT ADVANCED
50
STATES COVERED
100%
REMOTE CABABLE
THE PROCESS
Three Steps to Your Own Tax Office
A clear, structured path from application to active filing — backed by Z&L Legacy Network every step of the way.
CHOOSE YOUR PACKAGE
Choose Your Level. Build Your Legacy.
Pick the package that fits your goals and build your tax business with Z&L Legacy Network.
Starter Package
Tier 1 — Launch Package
$650
One-Time Investment
$500/year renewal — Waived at 100+ funded returns
✓Service Bureau Access
✓Tax Software Included
✓Perfect for Beginners
✓ERO Enrollment Support
✓Training Course Access
✓Bank Product Access — Up to $7,500 per client
Builder Package
Tier 2 — Growth Package
$999
One-Time Investment
$500/year renewal — Waived at 100+ funded returns
✓Everything in Starter
✓More structure for growth
✓Built for consistency
✓Strong income potential
✓Renewal incentive at 100 funded returns
✓Priority partner support
Pro Package
Tier 3 — Scale Package
$1,500
One-Time Investment
$500/year renewal — Waived at 100+ funded returns
✓Everything in Builder
✓Build & scale your team
✓Leadership opportunity
✓No revenue ceiling
✓Sub-ERO team management
✓CEO strategy session
INCOME POTENTIAL
This Is Not a Job. This Is a Business.
Partners in the Z&L Legacy Network earn on every return they file — and have the ability to build their own team for passive, residual income throughout tax season and beyond.
Per-Return Earnings
Keep a percentage of every return you process. Your income scales with your volume — no ceiling.
Team-Building Income
Recruit and manage your own preparers. Earn passive, residual income on every return your team files.
Seasonal + Year-Round
Generate significant income during tax season while building infrastructure that grows year over year.
No Cap on Growth
No limit on clients, returns, or team members. Your growth is entirely yours to control and build.
IS THIS FOR YOU?
Who Joins the Z&L Legacy Network
This opportunity is designed for driven professionals who are ready to build — not just participate.
Aspiring Tax Professionals
Ready to go independent and build your own book of business under a proven network structure.
Existing Tax Preparers
Looking for stronger infrastructure, better software, and a network that actively supports your growth.
Entrepreneurs
Seeking a structured seasonal business model with real income potential and scalability built in.
Current ERO Operators
Seeking a more capable Service Bureau partnership with real support, better tools, and passive income potential.
WHAT'S INCLUDED
Everything You Need to Operate
When you join the Z&L Legacy Network, you don't just get access to software — you get a complete operating system for your tax business.
Professional Tax Software
Built for individual and business return filing.
Bank Products & Advances
Offer taxpayer clients refund advances and related products.
Remote Office Capability
Operate from anywhere with a secure virtual office flow.
EFIN & ERO Onboarding
Step-by-step guidance for setup and compliance.
Income Per Return Filed
Keep a percentage of every return you process.
Bank Products & Advances
Operate with confidence using a compliance-minded process.
Team-Building Opportunity
Scale beyond yourself by building your own team.
IRS Due Diligence Framework
Operate with confidence using a compliance-minded process.
FROM LEADERSHIP
Hear Directly From Our Leadership
PARTNER VOICES
What Our Network Partners Say
"Joining Z&L Legacy Network gave me the structure I was missing. The onboarding was clear, training covered everything, and I had support the entire way. I filed my first return within two weeks of signing."
Network Partner
Starter Package — 1st Season
"Being able to offer clients advances up to $7,500 completely changed my business. Retention went up, referrals went up, and I finished the season stronger than ever."
Network Partner
Builder Package — 2nd Season
"I came in with zero experience. The training system and software access made all the difference. I generated over $12,000 my very first tax season."
Tax Professional
Starter Package — 1st Season
IRC §6695
Circular 230
IRC §7216
IRS Pub 3112
IRS Pub 4557
FTC Safeguards Rule
Truth in Lending Act
Governing Law: North Carolina & Georgia
All partners operate under a fully executed Service Bureau Agreement
Ready to Build Your Own Tax Office?
Join the network built for tax professionals who are serious about income, growth, and legacy. Your next step starts here.