Clone of 2025 / 2026 PARTNERSHIP SIGNUP FORM

Welcome to the LegacyBridge Partnership Program. We are excited to partner with you. The LegacyBridge Partnership Program helps you serve your community and earn more during tax season. There are two options for the partnership program: Host a Tax Day on-site event or become a 48-hour drop-off location.

We provide a hands-off approach for you, the host; all we need is the time and space. We will provide the trained team, secure intake, tablets, computers, printers, and co-branded marketing materials. The great thing about this program is that you do not have to do any work, and you can refer anyone you would like to keep earning money.

As the owner, you can choose free personal or business tax prep services or $100 per qualified referral, and there is no limit to how many individuals you can collect on it is unlimited (Qualified referral defined as a client who completes a paid return using your code or listing your business). You will receive an 11 x 14 poster with a personal QR Code on it for your clients to scan, as well as flyers and other materials to help to promote the event. Also, you will have access to our Vacation Certificate program for you to use anyway you choose.

This Vacation Certificate has many locations of travel to choose from, and it is a couples getaway that covers the hotel stay. (Your agent will give you a list of locations as you move forward)

You may use the Vacation Certificates as an incentive for your clients to come to get their taxes done, you can use them as a giveaway, you can use them as a Christmas gift, you can have a drawing or however you choose during the 100 tax day period(Ask your Agent about more information). Also don't forget to take one for yourself. Information about the certificates must be registered within 2 weeks of receipt, and the recipient must pay the taxes on the hotel only; the certificate is good for 18 months.

Submit your details, upload a logo if you have it available, and we’ll follow up to confirm dates, materials, and next steps. For any additional questions, please refer to your personal agent. We look forward to working with you this season.

LegacyBridge Financial Group

Name:

First NameLast Name

Business Name

Contact Name

Phone Number:

Area CodePhone Number

E-mail Address:

Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

How were you referred to us?

What type of business are you signing up for?

Others:

File Upload Logo or Business Card

Date

Which Date would you like to have your event?

Others:

What would you like as your commission

How would you like your commission paid?

This is how I want to receive my money!!

Which Agent Referred You?:

LEGACYBRIDGE PARTNERSHIP PROGRAM