Built for Tax Professionals
Software, training, and mentorship for individuals ready to launch or grow their own independent tax practice.
You Build the Business. We Give You the Foundation.
Wise Choice Tax Solutions supports aspiring and experienced tax professionals with professional software, structured training, and mentorship. Whether you're starting as a PTIN holder or already operating as an ERO, we help you strengthen your skills and work toward your business goals. We provide software and mentorship; participants build their own client base. Program terms vary by opportunity.
Software Packages & Mentorship
Wise Choice Launch
Start preparing with guidance, professional software, and a foundation for your next step.
- Professional tax software access and training
- Tax education
- Tax return review
- Mentorship
- Client forms
- Marketing resources
Start at a 70/30 split, retaining 70% of preparation fees. Earn an 80/20 split after completing 50 accepted federal individual returns with preparation fees collected within one filing season and meeting program training and quality standards. The higher split applies to subsequent qualifying returns and continues in future seasons while you remain active and meet those standards.
Book a Discovery CallWise Choice Independent
Operate your own tax business with professional tools and support behind you.
- Professional tax software
- Onboarding and software training
- Technical assistance
- Business setup guidance
- Tax updates
- ERO support
- Access to bank products, subject to bank approval and applicable terms
Wise Choice Leadership
Support your growing tax team with the tools and training to move forward together.
- Professional tax software
- Onboarding and software training
- Technical assistance
- Business setup guidance
- Tax updates
- ERO support
- Access to bank products, subject to bank approval and applicable terms
- Team training
Book a discovery call to discuss your team and pricing.
Book a Discovery CallWise Choice Network
Expand into software distribution and support a network of tax business owners.
- Professional tax software and branding options
- Partner onboarding
- Team support
- Business systems guidance
One-time enrollment includes software access for current and future tax years while you remain enrolled with Wise Choice, with no annual software renewal fee charged by Wise Choice. Mentorship and support are included for 12 months from enrollment. A separate $50 service bureau fee and $50 transmission fee apply per return, in addition to preparation fees and any other disclosed applicable charges. Participants are responsible for developing their own client base.
Who This Is For
Individuals who want to start a tax preparation business from scratch
Current tax preparers ready to grow their skills and explore a path toward owning their own tax business.
Experienced preparers who want better software and professional development
Anyone serious about building a sustainable, client-focused tax practice
Ready to Take the Next Step?
Reach out to learn more about the program and whether it's the right fit for where you want to go.