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Office Solutions Application

Tell us about your tax business, team, and 2027 goals so we can determine the best Legendary Office Solution for your business.

First name*

Last name*

Email*

Phone*

Business Name

City*

State*

Which office solution are you interested in?*

How many years have you been in the tax industry?

Do you currently have a PTIN?*

Do you currently have an EFIN?*

How many tax returns did your business prepare last season?

What were your approximate tax preparation fees last season?

How many tax preparers are currently on your team?

How many offices do you currently operate?

Are you planning to open additional offices for the 2027 tax season?

What tax software are you currently using?

Are you currently using bank products?

What are you looking for from Legendary? (You can choose more than one)

Professional tax software

New software provider

Multi-preparer system

Multi-office system

Bank products

Recruiting support

Tax training

Compliance training

Marketing support

Business mentorship

Office growth strategy

Service bureau opportunities

Partner opportunities

What are your goals for the 2027 tax season?

Legendary Tax Service & Solutions

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