LegacyBridge Financial Group

LegacyBridge Partnership Program

LegacyBridge Partnership Program

Partner with us during tax season to turn your location into a revenue-boosting, community-serving hub. Choose an on-site Tax Day or a 48-hour Drop-Off program. We supply the trained team, secure intake, tablets, and co-branded marketing. You choose your benefit: free personal/business tax services or $100 per qualified referral — with no limit.

Why Partner with LegacyBridge?

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Co-Branded

Ready-to-use marketing materials customized with your logo.

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Secure Intake

Encrypted workflow, identity checks, and tracked handoffs.

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Trained Team

Licensed preparers and support staff handle the details.

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Earn More

Choose free tax prep or $100 per qualified referral (no cap).

Partnership Options

Every partner receives marketing assets, onsite signage, scheduling support, and a dedicated coordinator.

High Foot Traffic

Car Dealership

Turn refunds into down payments.

Community Hub

Apartment Complex

Offer residents trusted tax help.

Nonprofit-Friendly

Church

Serve your congregation.

Local Business

Small Business

Turn foot traffic into income.

Health & Wellness

Gym / Fitness Center

Pair wellness with wealth care.

Education

Schools & Daycares

Support families, staff, and parents with trusted tax services.

Apply for the LegacyBridge Partnership Program

Fill out the form below and a coordinator will contact you shortly.

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EARN while you partner — simple setup, clear tracking, and real community value.

Frequently Asked Questions

What counts as a “qualified referral”?

A qualified referral is a client who completes a paid tax return with LegacyBridge and lists your business (or uses your code) as the referral source.

Is there a cap on referral payouts?

No. Referral payouts are unlimited during the season.

Do we have to handle sensitive documents?

No. LegacyBridge manages secure intake and compliance. Your staff does not handle tax documents.

How quickly can we get started?

Most partners can be activated within a few business days after the application is submitted and dates are confirmed.

Do you provide marketing materials and QR codes?

Yes. We provide co-branded flyers, posters, QR codes, and digital assets so you can promote easily.

Can we choose free tax services instead of $100 per referral?

Yes. Partners can choose either free tax services or the $100 per qualified referral option.