Turn Your PTIN
Into Your Pathway
Thousands of tax professionals have a PTIN. Very few know it can be the foundation of a scalable business, a leadership career, and generational wealth. Legacy Tax Network™ was built to change that.
Legacy By Numbers
Every stat below represents a real decision made to give tax professionals a better, more profitable path forward
19+
Years of Combined
Industry Experience
3
Industry-Leading
Founders
100%
Prep & Backend Fees
You Keep at ERO Level
30%
Revenue Participation
for Network Partners
The Difference
Your Business Deserves More Than Just Software.
Legacy Tax Network™ combines professional technology, hands-on training, service bureau infrastructure, and real leadership pathways into one complete ecosystem — so that growing a serious, scalable tax business is not a guessing game. It is a structured journey with a clear next step at every level.
Everything You Need
The Only Platform Built for Every Stage of Your Tax Business.
100% Cloud
Based
Access your full platform from any device, anywhere. No downloads, no installs, always up to date.
Unlimited
Returns
File unlimited federal and state returns with no per-return fees holding back your growth.
E-Signatures
Included
Built-in electronic signature capability for a faster, fully paperless client experience.
Real-Time Calculations
Live calculations and automatic error checks so every return is accurate before it's filed.
AI-Powered Infrastructure
Leverage cutting-edge AI tools purpose-built for the tax industry to operate at a higher level.
Bank Product Integration
Offer refund-based payment options and get paid directly — no middleman, faster payouts.
Unlimited
Preparers
Build your team without limits. Add as many preparers as your office needs to scale.
PTIN & ERO
Training
Structured, plug-and-play training for new and experienced preparers at every level of the pathway.
Built by Tax Professionals. Built for Yours.
Legacy Tax Network™ is a complete business ecosystem that gives you professional tax software, AI-powered infrastructure, cloud access, EFIN support, unlimited preparers, a seamless client experience, and the leadership pathways to recruit, expand, and earn recurring revenue — all in one place.
Founded by Alexis Clarke, Jasmine Baker, and Mikk Mill with over 19 years of combined experience, every part of this platform was designed by people who have lived every stage of this journey and built the ecosystem they wished existed when they started.
Meet the Founders
Nineteen Years of Experience. One Ecosystem. Built for You.
The AJ Collective™ was not built from the outside looking in. Alexis Clarke and Jasmine Baker brought over 19 years of combined experience in tax preparation, operations, and leadership to build the ecosystem they wished existed when they were starting out.
Alexis Clarke — Co-Founder The training and growth architect behind The AJ Collective. Alexis built the structured pathway that takes members from their first return all the way to operating their own tax office.
Jasmine Baker — Co-Founder The operational backbone of The AJ Collective. Jasmine designed the systems and infrastructure that allow members to build serious, structured tax businesses from the ground up.
Choose your level
Three Programs Built for Every Stage
AJ Tax Pro™
$297
For individuals ready to enter the tax industry and start earning income as a preparer inside the Legacy ecosystem.
Tax Software Access
PTIN Training
Community Access
Marketing Guidance
Ongoing Support
Income-Building Foundation
Tax Software Access
PTIN Training
Community Access
Marketing Guidance
Ongoing Support
Income-Building Foundation
AJ Tax elite™
$597
For tax professionals ready to operate under their own EFIN, build their own office, and keep 100% of their fees.
ERO-Level Software Access
EFIN Support
AI-Powered Tax Infrastructure
Unlimited Preparers
Team Building Support
Tax Office Growth Support
Keep 100% Prep Fees
Keep 100% Backend Fees
Set Your Own Pricing
Build Under Your Own EFIN
ERO-Level Software Access
EFIN Support
AI-Powered Tax Infrastructure
Unlimited Preparers
Team Building Support
Tax Office Growth Support
Keep 100% Prep Fees
Keep 100% Backend Fees
Set Your Own Pricing
Build Under Your Own EFIN
AJ COLLECTIVE Partner™
$997
For leaders ready to recruit, expand, and participate in recurring revenue throughout the Legacy Tax Network ecosystem.
ERO-Level Software Access
EFIN Support
AI-Powered Tax Infrastructure
Unlimited Preparers
Team Building Support
Tax Office Growth Support
Keep 100% Prep Fees
Keep 100% Backend Fees
Set Your Own Pricing
Build Under Your Own EFIN
Leadership Development
Recruiting Support
Team Expansion Strategies
Revenue Participation Opportunity
Leadership Mentorship
Your PTIN Got You Here.
The AJ Collective Will Take You.
The credential was step one. Everything that comes after — your own tax office, your own team, your own brand, and a revenue stream that extends well beyond tax season — that is what The AJ Collective™ was built for. Choose your program, plug into a complete business ecosystem backed by over 19 years of industry experience, and take the first real step toward building something that belongs entirely to you.
Ready to Scale to Service Bureau
Got Questions
Frequently Asked Questions
What is The AJ Collective™?
Legacy Tax Network™ is a complete tax professional ecosystem founded in 2025 and powered by LWS Network™. We provide the technology, infrastructure, training, mentorship, and leadership pathways tax professionals need to grow beyond seasonal income and build businesses that create long-term wealth.
Do I need prior tax experience to join?
No prior experience is required to join as a Legacy Tax Professional™. However, a PTIN (Preparer Tax Identification Number) is required, and a basic understanding of tax preparation is recommended for accuracy and compliance. Our training is designed to support professionals at every level.
What is an EFIN and why does it matter?
An EFIN (Electronic Filing Identification Number) is issued by the IRS and allows you to electronically file tax returns as an ERO (Electronic Return Originator). Operating under your own EFIN means you run your own tax office independently — which is exactly what Legacy ERO Elite™ is designed to help you do.
What does "Revenue Participation" mean for Network Partners?
As a Legacy Tax Network Partner™, you earn 30% Revenue Participation on qualified Service Bureau and Transmitter Fee revenue generated from personally referred accounts. This creates a recurring income stream that extends well beyond tax season.
Can I upgrade my program level later?
Yes. The Legacy Tax Network™ ecosystem is designed as a growth pathway. You can start at any level and advance as your business grows. Your investment at each previous tier is part of your foundation — not a sunk cost.
What support is available after I enroll?
All members receive ongoing support, community access, and marketing guidance. ERO Elite™ and Network Partner™ members receive additional operational support, leadership mentorship, and dedicated resources to help them grow and scale their tax offices.
Are there any fees beyond the enrollment cost?
All members receive ongoing support, community access, and marketing guidance. ERO Elite™ and Network Partner™ members receive additional operational support, leadership mentorship, and dedicated resources to help them grow and scale their tax offices.