The tax-preparation franchise from the Total Source Net family. Tax season brings the clients in — planning, bookkeeping, and advisory keep them all year.
Request InformationMost tax franchises go quiet in May. TaxWizardUSA is built for year-round revenue.
The volume engine: individual and small business return preparation, marketed with a January–April blitz in your territory.
Tax planning engagements, quarterly estimates, and referrals into bookkeeping, advisory, and IRS resolution — with revenue share to you on every referral.
| Item | Amount |
|---|---|
| Initial franchise fee | $7,950 |
| Estimated total investment | $14,500 – $32,000 |
| Royalty | 8% of gross revenue |
| Brand fund | 1.5% of gross revenue |
| Term | 10 years, renewable |
Program targets. Final binding figures appear in the Franchise Disclosure Document (FDD), prepared by franchise counsel. TaxWizardUSA makes no earnings claims outside the FDD.
Protected by household density, defined in your agreement.
Individual and business returns, tax planning basics, plus annual fall update training. No prior tax experience required.
Professional tax software setup guidance, client intake portal, e-signature workflow, secure document handling.
Staffing seasonal preparers, pricing, quality review, compliance, IRS e-file procedures.
Brand assets, the January–April blitz campaigns, and year-round planning-service promotions.
Direct pipeline into Total Source Net's bookkeeping, advisory, and resolution services, with revenue share on referred work.
Submit the form and our franchise development team will contact you with the full information package and next steps.
Prefer email? Write to franchise@taxwizardsusa.com