Ai-driven tax wallet phone app (Android & ISO) deigned for P&C Agencies, Tax Pros, CPAs, Financial Advisors, Estate Planning Advisors, and sales professionals.
Provide your clients a simple and flexible way to manage payroll, employees, contractors, and benefits, while making sure taxes are paid automatically.
Accept credit and debit card payments, in-person, online, or over-the-phone using eCommerce shopping carts, physical or virtual terminals, and POS systems.
Wholesalers Advantage has partnered with an exceptional law firm specializing in basic estate planning to specialty planning services.
PPO options, reference-based, level funded, and hybrid plans. Our plans include unique transparency, patient advocacy, and cost management options.
Bring your business to new heights. These marketing services are geared towards agencies and brokers looking to build a business online.
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 MemberProvide 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
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
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 MemberTax 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.
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.
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.
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 is to deliver comprehensive and innovative products on a wholesale basis to our Advantage Partners, ensuring they receive the best value, training, and support.
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.