Legacy Partner Network — Premier Partnerships. Enduring Legacy.
Legacy Partner Network

You Bring the Relationship. Our Specialists Bring the Expertise.

Legacy Partner Network is the affiliate arm of Legacy Tax, a firm that's spent 27 years and recovered over $10 billion in tax credits for U.S. businesses. Partners introduce eligible business owners to a growing portfolio of Legacy programs — Legacy's team handles eligibility, filing, and every technical step after that.

Apply to Become a Partner
Free to join. No tax background required. You're the introduction — not the expert.
The Opportunity in One Sentence

Your job is simple: find the fit.

You already talk to business owners. Some of them are sitting on tax credits and refunds they don't know exist. Your role is to notice that, start the conversation, and hand it off.

You are not expected to calculate a credit, explain a tax code section, or answer technical questions. That's Legacy Tax's job. Yours is to say:

"This might be worth a look — want me to connect you?"
How It Works

Three steps. You only own the first one.

1

You spot it.

You notice a business that might qualify — a restaurant with tipped staff, an importer paying tariffs, or another fit inside Legacy's programs — and you start the conversation.

2

Legacy reviews it.

Legacy Tax's licensed specialists evaluate eligibility, run the calculations, prepare the filing, and manage the entire technical and compliance process. You're never on the hook for tax accuracy.

3

You get credit and get paid.

Every referral is tracked back to you from day one. When the business moves through Legacy's process, your involvement — and your payout — stays attached to it.

Who We Are

Two organizations. One clean experience.

Legacy Tax

The operating company — the technical and client-service engine behind every program in the network.

  • Eligibility review
  • Calculations and filings
  • Documentation and tax workflow
  • Professional client support

Legacy Partner Network

The partner-facing side of the business — where you always know where to go and never have to guess who owns what.

  • Training and onboarding
  • Approved marketing tools
  • Referral and attribution tracking
  • Community and support
SB

Stephan H. Brewer, CTRS

Founder, Legacy Tax & Resolution Services

Stephan built Legacy Tax over 27 years into one of the country's leading tax recovery and resolution firms, after 20 years as a United States Air Force Command Controller. He holds a Master of Science in Taxation and is an NTPI Fellow.

That's who's behind the programs you'll be introducing. This isn't a program that showed up during the ERC gold rush and will disappear the same way — it's a firm with two and a half decades of casework behind it.

27Years in Tax
13,000+Clients Served
$10B+Recovered
20Years, U.S. Air Force
Why Partners Join

Built to be worth your time — and your reputation.

I.It's free to join.

There's no cost to become a Legacy Partner. You get access to training, tools, tracking, and every current program in the portfolio from day one — no membership fee, no buy-in.

II.No tax expertise required.

Legacy's specialists own eligibility, filing, and compliance end to end. Your value is the introduction and the trust that comes with it — not technical knowledge you'd have to go build.

III.Backed by a real track record.

Every conversation you start is backed by Legacy Tax's 27-year history and $10B+ in recovered credits — not a landing page that appeared last quarter.

IV.More than one program to work.

Partners aren't limited to a single offer. FICA Tip Tax Credit and Tariff Refund Agency are both active today, with more programs in development — one application gives you a portfolio, not a single pitch.

V.Tracked from the first click.

Every referral runs through a dedicated attribution system, so your introduction stays credited to you through the entire process — no guessing, no disputes over who gets credit.

VI.Supported, not just given a login.

Partners get structured onboarding, approved scripts and conversation guides, an AI-assisted resource library, and a tiered support system.

Current Opportunities

One partner network. Multiple programs.

You're not signing up for a single offer — you're joining a network with more than one active program, and more being added as they clear Legacy's approval process.

Core Program

FICA Tip Tax Credit

An employer tax credit under IRS Section 45B for businesses with tipped employees. Legacy Tax handles eligibility, documentation, and filing — you introduce the business and start the conversation.

New Partner Lane

Tariff Refund Agency (TRA)

For businesses that import goods and may have overpaid tariffs or duties. Legacy evaluates the opportunity and manages the claim process from there.

More programs are in development as they clear Legacy's approval and testing process.

Common Questions

Before you apply.

Do I need a tax or finance background to do this?

No. Legacy Tax's specialists handle eligibility, calculations, filings, and compliance. Your role is to recognize a likely fit and make the introduction — Legacy takes it from there.

Is this another one of those tax-credit programs that disappears in a year?

Legacy Tax has been operating for 27 years and has recovered over $10 billion for more than 13,000 clients. The programs you'll introduce run through an established firm, not a pop-up operation.

What does it cost to join?

Nothing. There's no fee to become a Legacy Partner. Training, tools, referral tracking, and access to every current program are included from day one.

How do I know I'll get credit for a referral?

Every partner gets a tracked referral link. Your introduction is attributed to you from the moment someone comes through it, and that attribution stays with the client through Legacy's process.

What if the business I introduce doesn't qualify?

Not every business will. That's expected, and it's Legacy Tax's job to make that determination — not yours. Your role is to spot likely fits and start the conversation; Legacy's team runs the actual review.

Am I on my own once I join?

No. Partners get structured onboarding, approved talking points and scripts, a resource library, and tiered support — so if you're unsure how to explain something or handle a question, there's somewhere to go.

Join Legacy Partner Network

You already have the relationships.
Now you have somewhere to put them.

Apply to join Legacy Partner Network and start introducing the business owners you know to a growing portfolio of programs backed by a firm with 27 years and $10 billion in results behind it.

Apply to Become a Partner
Free to join. No cost, ever, to become a partner.