Imagine Having:

Your own tax business fully structured
Clients coming in consistently
Systems doing the work for you
A virtual office setup
Marketing that converts into MONEY
A trained team behind you
A premium brand people trust
The confidence to scale to 6 & 7 figures
Year round income instead of seasonal stressBullet List 5

Join The Legacy Vault

Terms & Conditions

Legacy Vault Mentorship Program

Welcome to Legacy Vault. By accessing this website, enrolling in our mentorship program, or using our services, you agree to be bound by the following Terms & Conditions. Please read them carefully before engaging with our services.

1. Overview

Legacy Vault provides educational mentorship, business strategy guidance, coaching, and support for tax professionals, PTIN holders, and aspiring EROs. Our services are designed to provide knowledge, systems, and frameworks for business growth and development.

We do not guarantee specific income results, financial outcomes, or business success.

2. Eligibility

To use our services, you must:

Be at least 18 years old
Have legal capacity to enter into a binding agreement
Provide accurate and complete registration information

3. Mentorship Disclaimer

All mentorship, training, and content provided is for educational and informational purposes only.

We do not provide:

Legal advice
Tax filing services (unless explicitly stated)
Financial guarantees

Your results depend on your own effort, experience, execution, market conditions, and consistency.

4. Payments & Fees

All program fees must be paid in full or according to an agreed payment plan
Payment confirms your enrollment in the mentorship program
All payments are non-refundable unless otherwise stated in writing
Failure to complete payments may result in suspension or termination of access

5. Refund Policy

Due to the nature of digital mentorship and coaching services, all sales are final.

Refunds will not be issued for:

Lack of participation
Change of mind
Failure to implement strategies
Missed sessions or lack of attendance

6. Intellectual Property

All content, materials, training, documents, frameworks, videos, and resources provided by Legacy Vault are the intellectual property of the company.

You may not:

Copy
Distribute
Resell
Share login access
Reproduce materials for commercial use

Unauthorized use may result in legal action.

7. User Conduct

By using our services, you agree not to:

Misuse or disrupt program systems
Share false or misleading information
Violate any applicable laws or regulations
Harass or harm other members or mentors

We reserve the right to remove any participant who violates these rules without refund.

8. Results Disclaimer

We do not guarantee:

Specific income levels
Business growth outcomes
Client acquisition results
ERO approval or tax authority outcomes

All results shown in testimonials are individual experiences and are not typical or guaranteed.

9. Third-Party Tools & Platforms

Our services may involve third-party platforms (such as CRM systems, automation tools, or communication platforms). We are not responsible for outages, changes, or issues caused by third-party services.

10. Termination

We reserve the right to terminate or suspend access to any user at our discretion if:

Terms are violated
Payments are not completed
Misuse of content or community occurs

11. Limitation of Liability

Legacy Vault and its team shall not be held liable for any direct, indirect, incidental, or consequential damages resulting from the use of our services.