Investment
One Suite. One Investment. A Practice Built to Operate.
THE ERO LEGACY SUITE™ is offered as a single investment with complete access to the software platform, documents, workflows, training, and growth resources.
THE ERO LEGACY SUITE™
$497
One-time investment, or spread it across three monthly payments.
Included
- Complete offer access
- LWG Software Platform
- Business-building resources
- Operating documents and workflows
- Compliance and quality resources
- Marketing and client-retention strategies
- AI and automation resources
- Service Bureau and revenue-expansion guidance
Refund Policy: Review the complete refund policy before purchasing.
Software availability, functions, integrations, support, and filing capabilities are subject to provider terms, eligibility requirements, applicable regulations, and banking-partner approval.
Not sure yet
Talk It Through Before You Invest.
A Legacy Strategy Call is a direct conversation about your current stage, what your practice needs next, and whether the suite is the right fit. No pressure and no scripted pitch.
FAQ
Common Questions About the Investment
- Who is THE ERO LEGACY SUITE™ built for?
- Two groups. Aspiring EROs who want to enter the tax industry and need the startup requirements organized in one place, and established EROs who already run a practice but need documented systems, team structure, and a way to scale beyond their own hours.
- Is this a course?
- No. It is an operating suite. Training is part of it, but the majority of the value sits in the software platform, the documents, the workflows, and the systems you put into use inside your practice.
- Will this get me an EFIN or PTIN?
- No. The suite provides guidance for the application process and explains what the requirements involve. Approval decisions are made solely by the IRS and are outside the control of Lucy Wells Global LLC.
- What is included with the LWG Software Platform?
- A brand name professional software package, e-filing through the software package's allowance, software tech support, banking partner integrations, paperless-office capability, and cloud access. Availability and features are governed by the software provider's terms, eligibility requirements, applicable regulations, and banking-partner approval.
- Do I need experience to start?
- No. Module 01 begins at the foundation for people entering the industry, while the later modules are written for owners who already have clients and need structure.
- Is there a payment plan?
- Not at this time. THE ERO LEGACY SUITE™ is a single investment of $497.