Wage earners
Tax preparation for employees filing with W-2 income.
D5 Legacy Tax Services
Your taxes.
Your future.
Your legacy.
Tax season deserves personal attention.
Let’s take the next step with confidence.
Virtual tax preparationPersonal attention
For the life you’re building.
Refund advances
up to$7,500*
*Subject to approval. Terms and conditions apply.up to$7,500*
Tax preparation, made personal
A return that reflects
your real life.
A paycheck, a side business, a new chapter. Whatever your year looked like, start with tax preparation that gives your situation the attention it deserves.
Contractors
For independent contractors, freelancers and gig workers.
Self-employed
Support for filers who work for themselves and earn business income.
Students
Tax preparation for students navigating income and education documents.
Life looks different for everyone
Personal service.
For your kind of family.
Your family comes first.
Every detail deserves attention.
Stock photography used for illustration.
From the first step to filing
Less back-and-forth.
More clarity.
Start online, tell us about your tax situation, and connect with D5 Legacy for your next steps.
Start your intake.
Use our online form to introduce yourself and share the details of your tax situation.
Get your next steps.
We’ll connect with you about the documents and information needed to prepare your return.
Review. Ask. File.
Review your prepared return, ask your questions and authorize filing when you’re ready.
Grow with D5 Legacy
Your next chapter
could start here.
Interested in becoming a tax preparer? Join a team where you can learn, build your skills and start creating your own legacy.
Let’s talk about joiningNo previous experience required
Free training
Tax preparation software provided
No upfront fees required
A $349 technology fee per preparer is deducted after the first payroll.
A little clarity before you start
Good questions.
Clear answers.
Can I get started online?
Yes. Select “Start your tax return” to complete our Jotform intake. D5 Legacy will follow up with your next steps.
What documents will I need?
Your documents depend on your situation. These may include W-2s, 1099s, identification and other relevant tax records. We’ll help you identify what is needed after you start your intake.
Is the refund advance guaranteed?
No. Refund advances are subject to approval, with terms and conditions that apply. Contact us for details about availability and eligibility.
Do I need experience to join the tax team?
No previous experience is required. Free training and tax preparation software are provided. There are no upfront fees; a $349 technology fee per preparer is deducted after the first payroll.