Legacy Tax Co.

07/13/2026

I see a lot about buying software.

You have to remember buying software is just software. But do you know how you need a EFIN? Do you have a marketing plan, do you know about compliance.

I spoke to you all about the difference betting PTIN and ERO?

Remember software doesn’t build a tax business. Systems do. Strategy does.

Say START if you’re truly ready to Begin building a tax business.

07/12/2026

Three mistakes I see new tax preparers make every single tax season… and they end up costing them time, money, and clients.

Mistake #1: Thinking tax preparation and running a tax business are the same thing.

Knowing how to prepare a return is only one piece. You also need systems, compliance, client communication, and a secure process.

Mistake #2: Charging based on what everyone else charges.

Your pricing should reflect your knowledge, the complexity of the return, your overhead, and the experience you provide, not what the office down the street is doing.

Mistake #3: Waiting until tax season to get organized.

The best tax professionals build during the off season. They create workflows, update procedures, learn new tax law, organize client files, and improve their systems before the first client walks through the door.

Success in this industry isn’t built from January through April. It’s built in the months before the season ever begins.

If you’re serious about building a real tax business instead of just preparing tax returns, you’re in the right place.

Follow for practical tips on tax preparation, systems, compliance, and building a business that lasts.

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07/10/2026

Ever wondered about the difference between a PTIN holder, a tax preparer, and an ERO? It boils down to liability and oversight. PTIN holders must ensure the accuracy of transmitted work, making them accountable for their preparer's actions.

07/10/2026

As an Electronic Return Originator (ERO), you're authorized by the IRS to electronically submit tax returns. While a PTIN doesn't allow you to transmit returns yourself, becoming an ERO opens up those transmission capabilities.

07/10/2026

07/10/2026

Becoming an EFIN holder means you must be IRS compliant, have proper security, and operate under a service bureau. You'll oversee work transmitted by PTIN holders, ensuring accuracy and taking on full liability for their transmissions. This role demands diligent oversight and adherence to strict regulations.

07/10/2026

07/07/2026

Trust we ask questions to get a better understanding of what you have already done and what can be filed in the future. If this helps clear up some questions let’s chat. Talk to you soon!

07/05/2026

Hello. I am Cassandra And I am the founder of Legacy Tax Company. We do taxes, business consulting and notary. We are available virtually. If you are in the surrounding area of Tampa we will travel to you or set up a netting spot. Let us know how we can help!

07/01/2026

LEARN TAXES. GET PAID. 💸