Business & Financial Products

Our products target businesses of any size that need affordable, flexible, and user-friendly cutting-edge technology to keep their business thriving and operating efficiently.

Explore Our Business & Financial Products


Tax Wallet

Ai-driven tax wallet phone app (Android & ISO) deigned for P&C Agencies, Tax Pros, CPAs, Financial Advisors, Estate Planning Advisors, and sales professionals.

Payroll

Provide your clients a simple and flexible way to manage payroll, employees, contractors, and benefits, while making sure taxes are paid automatically.

Merchant Services

Accept credit and debit card payments, in-person, online, or over-the-phone using eCommerce shopping carts, physical or virtual terminals, and POS systems.

Living Trust Services

Wholesalers Advantage has partnered with an exceptional law firm specializing in basic estate planning to specialty planning services.

TPA Services

PPO options, reference-based, level funded, and hybrid plans. Our plans include unique transparency, patient advocacy, and cost management options.

Social Media Services

Bring your business to new heights. These marketing services are geared towards agencies and brokers looking to build a business online.

Payroll & Merchant Services

An all-in-one payroll and merchant services solution

Wholesalers Advantage has partnered with a financial technology company to bring payroll and card payments to you and your clients. Accepting card payments and running payroll for your company has never been so easy.

Become a Member

Payroll

Provide your clients a simple and flexible way to manage payroll, employees, contractors, and benefits, while making sure taxes are paid automatically. Unlimited Payrolls W2 Employees 1099 Contractors Health Benefits Retirement Benefits Worker's Compensation Free Tax Filings Free Direct Deposit

Payments

Accept credit and debit card payments, in-person, online, or over-the-phone using eCommerce shopping carts, physical or virtual terminals, and POS systems. Flat-rate Pricing No Hidden Fees No Contracts Invoicing system Subscription Payments Point-of-Sale Systems Physical Card Readers Virtual Terminal

Living Trust Services

Expert Legal Solutions at Your Fingertips

We have partnered with an exceptional law firm specializing in a range of services ranging from basic estate planning to specialty planning services.

Become a Member
Basic Estate Planning
Business Planning
Special Needs Planning
Advanced Tax Planning
Legacy Planning
Incapacity Planning
International Planning
Assisted Trust Plan
Advanced Needs Form

Tax Wallet

Tax Wallet makes tax preparation easy for everyone.

Ai-driven tax wallet phone app (Android & ISO) deigned for P&C Agencies, Tax Pros, CPAs, Financial Advisors, Estate Planning Advisors, and sales professionals.

Easy Setup

Scan the Tax Wallet QR code, download the app, and create a profile in 2 minutes. Customers then upload their documents, answer a few easy questions, and let Tax Wallet's smart technology handle the rest.

Powered by AI

The Tax Wallet AI system identifies all the deductions and credits, ensuring customers get the maximum refund they deserve with the added benefit of expert review and real-time tracking.

Customer Care

Tax Wallet empowers sales professionals to provide top-notch service to their customers while boosting their own business effortlessly through a secured encrypted environment.

In-app Chat support

Live Person Support

Whitelabeled Collateral

Dashboard Analytics

Training Videos

Marketing Materials

Dedicated call center

No license, EFIN, or PTINS

Our Mission

Our mission is to deliver comprehensive and innovative products on a wholesale basis to our Advantage Partners, ensuring they receive the best value, training, and support.

Get Started Today

Bring the best business solutions with the latest in tech Innovations to your entire distribution.

Our revenue-sharing model works by distributing revenue among partners based on predefined criteria. This ensures that all partners receive a fair share of the revenue generated.