CPA, Payroll & Referral Partner Program
🤝 Partner with Legacy Tax & Resolution Services
Unlock Payroll Savings for Your Clients — Without the Extra Workload
💡 What We Do
Legacy Tax & Resolution Services specializes in helping employers:
✅ Reduce payroll tax costs through proven, compliant strategies
✅ Increase employee take-home pay without raising gross compensation
✅ Offer additional preventive care benefits that attract and retain top talent
👥 Who We Partner With
We work alongside trusted professionals including:
📊 CPAs & Accountants
💼 Payroll Professionals
🏥 Benefits Brokers
🔍 Consultants & Advisors
🎯 Why Partner With Us?
| Benefit | What It Means for You |
|---|---|
| 💰 More Value for Clients | Deliver real, measurable savings |
| ⚙️ Zero Added Workload | We handle the heavy lifting |
| 🤝 Trusted Expertise | Compliant, proven strategies |
| 📈 Strengthen Relationships | Become an even more indispensable advisor |
🔑 Key Advantages of Our Partnership
Seamless Integration — Our process fits into your existing client relationships without disruption
Compliance-First Approach — Every strategy is fully IRS-compliant and audit-ready
Shared Success — Your clients win, and so do you
White-Glove Support — We support you every step of the way so you look like the hero
- We support the sales conversation, savings analysis, employee communication, enrollment process, and ongoing administration.
- Partner Opportunity
Bring More Value to Every Employer Relationship
$150–$200
potential monthly employee net-pay increase
Up to $600
annual employer savings per eligible employee
Fully Supported
from first conversation through implementation
Built for Trusted Advisors
Who This Is For
A breakdown of how this solution creates value across different professional relationships.
🧾 CPAs & Tax Advisors
- Introduce clients to a practical payroll savings strategy
- May improve cash flow for employer clients
- Enhances employee compensation without added complexity
- Strengthens your advisory value proposition
💼 Payroll Companies
- Help employer clients uncover hidden savings within existing payroll
- Positions you as a proactive, strategic advisor
- Deepens and strengthens your client relationships
🏥 Benefits Brokers
- Adds a compelling, employer-friendly strategy
- Complements existing benefits — no disruption to current plans
- Gives you another reason to stay in front of clients
🤝 Referral Partners
- Simply open the door and create value
- Our team handles the technical presentation
- Our team manages the full implementation process
- Low lift for you — high impact for your clients
Have a Specific Client in Mind?
🔍 Let's Evaluate Your Prospect!
I’m ready to help you think through whether an opportunity is worth pursuing. Send me the details and I’ll help you assess the fit.
📋 Share What You Know About:
👤 The Client — Who are they? What do they do?
🏭 Industry — What sector are they in?
👥 Employee Count — How many employees do they have?
💰 Payroll Situation — Current provider? Pain points? Payroll frequency?
📍 Any other relevant details — Multi-state? Seasonal workforce? Growth stage?
💡 The More You Share, The Better I Can Help You:
✅ Identify green flags that make them a strong prospect
⚠️ Spot potential challenges to work through
❓ Suggest discovery questions to ask
🎯 Think through the right approach for the conversation
A Three-Way Win
🏆 A Win for You, Your Clients, and Their Employees
🤝 For Partners
- 💰 Create a new revenue opportunity by adding a differentiated service to your portfolio
- 🔒 Deepen client trust through strategic, value-added solutions
- 📊 Bring something different to the table that sets you apart from the competition
🏢 For Employers
- 💰 Create a new revenue opportunity by adding a differentiated service to your portfolio
- 🔒 Deepen client trust through strategic, value-added solutions
- 📊 Bring something different to the table that sets you apart from the competition
🏢 For Employers
- 📉 Reduce matching FICA obligations and lower overall payroll tax burden
- 💵 Improve cash flow with meaningful cost savings
- 🎁 Offer additional employee benefits without heavy administrative overhead
- ⚙️ Minimal operational lift required to implement and maintain
Supported From Start to Finish
You Bring the Relationship. We Bring the Process. 🤝
Our Partnership Philosophy
Your client relationships are the foundation. Our job is to make sure everything behind the scenes works flawlessly — so you always look like the expert.
What We Handle For You 🛠️
💼 Sales Support
- Explain the strategy clearly to your clients
- Answer technical questions so you don’t have to
- Prepare professional savings estimates
- Support conversations with key decision-makers
🚀 Implementation Support
- Coordinate the full implementation timeline
- Guide employee communication strategies
- Manage the enrollment flow from start to finish
- Walk through every required setup step
💰 Payroll & Administration Support
- Work through operational details side-by-side
- Ensure your client is never left figuring it out alone
- Simplify the administrative complexity
🔄 Ongoing Partner Support
- Available after implementation — not just at launch
- Support for new hires and enrollment changes
- Answer ongoing questions as they arise
- Continued client support for the long term
Simple Partner Path
🤝 How the Partner Process Works
A simple, seamless process designed to make partnering easy and rewarding for everyone involved.
01
Introduce the Opportunity
- You identify a client who may be a good fit
- Make a warm introduction to connect them with our team
- No heavy lifting required on your end to get started
02
We Prepare the Analysis
- We review basic employer information provided
- Our team estimates potential savings for both the company and its employees
- You receive a clear, professional breakdown ready to present
03
We Present With You or For You
- Flexible presentation options based on your preference:
- 🟢 Support the call — we assist while you lead
- 🔵 Lead the presentation — we take the reins
- ⚪ Work quietly in the background — you stay front and center
- We adapt to your style and relationship with the client
04
We Support Implementation
- Our team manages:
- 📋 Communication with the employer and employees
- ✅ Enrollment coordination
- 🔄 Ongoing support throughout the process
- You stay informed without being burdened by the details
Have a Client Who Might Benefit?
Let's Talk Through the Partner Opportunity 🤝
What We’ll Cover Together
📋 The Strategy
- What problem we solve — and why it matters to your clients right now
- How we complement your existing work — not compete with it
- The value proposition — clear, simple, and defensible
🎯 The Ideal Client Profile
- Who gets the most value from what we offer
- Specific signals to listen for in your client conversations
- Who is not a good fit — because being honest about this builds trust
🔄 How the Referral Process Works
- Step-by-step — from introduction to outcome
- What we handle, what you handle, where the handoff happens
- How you stay informed and in control throughout
💡 What to Expect From This Conversation
- ✅ Practical and straightforward
- ✅ Focused on your clients’ interests first
- ✅ No pressure to commit to anything
- ✅ Clear answers to any questions you have