Your Legacy Starts With Preparation.

Join the 2027 Tax Season VIP Priority List

Tax season doesn’t have to catch you off guard.

At W Legacy Financial Group, we believe financial confidence starts with preparation, education, and personalized service.

Whether you’re a returning client, a first-time filer, self-employed, or a business owner, our VIP Priority List helps you stay informed and ready for the upcoming filing season.

W Legacy Financial Group tax professional in a pink blazer at her desk

Generational Wealth. Elevated Financial Services.

Your VIP Benefits

Priority Booking Announcements

Be among the first to know when our 2027 tax preparation appointments become available.

Tax Preparation Checklist

Receive helpful guidance on the documents and information you may need before filing.

Exclusive VIP Updates

Stay informed about important tax deadlines, filing announcements, service availability, and tax preparation tips.

$100 Client Referral Opportunity

Love our services? Learn how to earn $100 for each qualifying new tax client you refer who completes a paid tax preparation service with W Legacy Financial Group, subject to our referral program terms.

Who Should Join?

W-2 employees
Self-employed individuals and 1099 contractors
Small business owners
Returning tax clients
First-time filers
Individuals seeking professional tax preparation assistance

Your Financial Future Deserves More Than Last-Minute Preparation.

Get on the list today and let W Legacy Financial Group help you approach tax season with confidence.

Registration is free and does not obligate you to purchase services. VIP membership does not guarantee an appointment, tax refund, refund advance, or specific tax outcome. Tax preparation fees are separate.

Frequently Asked Questions

Is joining the VIP list free?

Yes. There is no cost to join.

Does joining mean my taxes are filed?

No. The VIP list provides updates and early booking notifications. Tax preparation begins after you complete our formal onboarding process and required engagement documentation.

Can I refer friends and family?

Yes. Our referral program offers $100 for each eligible new client who completes a qualifying paid tax preparation service. Full terms will be provided.

When will appointments open?

VIP members will receive an announcement when our booking calendar becomes available.

Do you offer refund advances?

Any refund advance availability will be announced separately, subject to participating provider approval, eligibility requirements, and applicable terms.