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Ask for Harry. 6079 W Atlantic Blvd, Margate, FL

2027 tax season · Per office

TaxWise packages and pricing, with nothing hidden.

Three packages, placed by your funded bank products. Every fee, credit and rule is on this page, so you know exactly what you’ll pay before you sign up.

Get started Estimate your cost
Part IThe packages

The more your office funds, the less you pay.

Only funded bank products count, confirmed by the bank’s end-of-season report. New offices start in Base.

Package 01Start here

Base

$1,295software, per season

New offices, or offices with fewer than 50 funded bank products

  • TaxWise professional tax software
  • Software training
  • Help when problems come up during the season
  • Support from 24+ years of tax experience
  • Bank-product enrollment help
Current-year e-file
Free
Prior-year e-file
$6 per return
Bureau fee
$40 per funded product
Start with Base

Every new office starts here

Package 02

Medium

$695software, per season

50 to 199 funded bank products

Everything in Base, plus

  • Priority support response
  • Start-of-season setup call
  • Marketing templates for your office
Current-year e-file
Free
Prior-year e-file
$6 per return
Bureau fee
$40 per funded product
Apply for Medium

Qualify with last season’s bank report

Service bureau fee: $40 per funded bank product, every package.

It is taken from the taxpayer’s refund and shown on the bank paperwork the taxpayer signs, so it is never an out-of-pocket cost to your office.

Not included: transmission fee, SFS technology fee, and bank fees.

Early-bird offer: $100 off Base or Medium when you pay by October 31, 2026. Premium is already free.

Part IIEvery fee

Every fee, in one table.

What each charge is, how much it is, and who pays it.

ChargeAmountWhenWho pays
TaxWise software$1,295 / $695 / FREEBefore the seasonYour office (Base, Medium)
Early-bird discount−$100Pay by October 31, 2026Base or Medium
Service bureau fee$40 per funded bank productWhen each refund fundsTaken from the taxpayer’s refund
Current-year e-fileFreeAll seasonIncluded
Prior-year e-file$6 per returnSettled after the seasonYour office
Package differenceThe price gapAfter the seasonOnly if you finish below your package level
Not included: transmission fee, SFS technology fee, and bank fees. These appear on the bank paperwork. Call Harry for the current amounts before you choose: (954) 710-8296.
Part IIIPlacement and credits

How your package is decided, in four rules.

Plain words, before you pay. If anything here is unclear, ask Harry before you sign up, not after.

  1. Only funded bank products count.

    A bank product counts when the refund funds through the bank. The bank’s end-of-season report is the count we use, for every office.

  2. New offices pay for Base up front.

    After the season, 50 or more funded bank products earns a $600 credit toward next season. 200 or more earns your full $1,295 back as credit. Credits apply to your next season with us and are not paid out in cash.

  3. Offices switching from another bureau are placed by last season’s bank report.

    Under 50 funded: Base. 50 to 199: Medium. 200 or more: Premium.

  4. Finish below your package level, and the difference is billed.

    If an office placed in Medium or Premium funds fewer bank products than its level this season, the price difference is billed after the season.

Worked examples: a new office’s first season

30 funded
Base, paid up front
$1,195
Credit earned
$0
Next season
Base
Bureau fees, from refunds
$1,200
60 funded
Base, paid up front
$1,195
Credit earned
$600
Next season
Medium, $95 after credit
Bureau fees, from refunds
$2,400
210 funded
Base, paid up front
$1,195
Credit earned
$1,295
Next season
Premium, FREE
Bureau fees, from refunds
$8,400

Examples assume the early-bird discount and current-year e-files only. Not included: transmission fee, SFS technology fee, and bank fees.

Part IVCalculator

Run your own numbers.

Pick where your office is today and enter your funded bank products.

Where is your office today?

Only funded refund transfers count, confirmed by the bank’s end-of-season report.

Your 2027 seasonBase
1Package this season: BaseEvery new office starts in Base$1,295
2Early-bird discountPaid by October 31, 2026−$100
3You pay for software up front$1,195
4Credit earned after the season50+ funded: toward next season$600
5Next season’s package: MediumPlaced by this season’s bank report$695
6Service bureau fees60 funded × $40, paid from taxpayers’ refunds$2,400
  • Your $600 credit applies to next season’s Medium package ($695), so next season’s software would cost $95.
  • Current-year e-file is included. Prior-year e-files are $6 per return.

Not included: transmission fee, SFS technology fee, and bank fees.

Start with Base
Part VCompared with buying direct

Why not buy TaxWise directly?

You can. Here is the honest difference.

TaxWise, bought direct

  • List price from $1,849 for 100 individual returns, plus a one-time $83 processing fee
  • Support through the vendor’s own channels
  • You handle bank enrollment and setup yourself

TaxWise, through us

  • Base $1,295, Medium $695, Premium free
  • A person to call in Margate: ask for Harry
  • Help with bank-product enrollment, training and your launch checklist

Compare TaxWise with Drake, TaxSlayer, ProSeries and others

Part VIPricing questions

Questions about pricing.

What counts as a bank product?
A funded refund transfer: the taxpayer’s refund goes through the bank, and the fees are paid from it. Only funded bank products count toward your package, and we confirm the count with the bank’s end-of-season report.
How do the credits work if I start in Base?
You pay for Base up front. After the season, if your office funded 50 or more bank products, you earn a $600 credit toward next season. Fund 200 or more and you earn your full $1,295 back as credit. Credits are counted from the bank’s end-of-season report and are applied to your next season with us. They are not paid out in cash. See worked examples.
What if my office finishes below its package level?
Offices placed in Medium or Premium by last season’s bank report pay that package’s price up front. If the season finishes below that level, the difference is billed after the season, based on the bank’s end-of-season report. No surprises: you’ll know the rule before you sign up.
What isn’t included in the price?
Not included: transmission fee, SFS technology fee, and bank fees. Those appear on the bank paperwork, and Harry will give you the current amounts before you choose. Current-year e-file is free; prior-year e-files are $6 per return.
When does the early-bird offer end?
Pay for Base or Medium by October 31, 2026 and take $100 off. Premium is already free.
Why not buy TaxWise directly from Wolters Kluwer?
You can. TaxWise sold direct starts at $1,849 for 100 individual returns, plus a one-time $83 processing fee (Wolters Kluwer list price). Through us, Base is $1,295 and gets cheaper as your office grows, down to free at 200+ funded bank products. You also get a person to call in Margate, help with bank-product enrollment, and training. Compare tax software prices.
How do I get paid by my clients?
With a bank product, your preparation fees are deducted from your client’s refund and paid to you through the bank, so the client doesn’t pay out of pocket. You can also collect fees directly from clients who don’t use a bank product.
Next step2027 tax season

Save $100 when you start by October 31, 2026.

Tell us about your office and Harry will call you back, usually within one business day. Or call now and ask for Harry.

Get started (954) 710-8296
Call HarryGet started