How the South Carolina CPA Referral Program Works
If you are a CPA, EA, or tax attorney in South Carolina with clients who have IRS 941 payroll tax debt, federal tax liens, IRS bank levies, or South Carolina Department of Revenue delinquency — and those clients need financing to resolve the tax debt — Tax Funds is your referral partner. You handle the tax strategy. We handle the financing. You earn a referral fee when deals close.
Tax resolution is your expertise. Financing is ours. Many of your South Carolina business clients facing IRS enforcement cannot resolve their tax debt without access to capital — and traditional banks will not lend to businesses with active IRS tax liens or delinquent tax assessments. Tax Funds fills that gap.
Our lender network specializes in tax lien subordination financing, 941 payroll tax payoff loans, IRS bank levy emergency funding, and bridge financing for clients in IRS Offer in Compromise proceedings. For South Carolina tax professionals, we are the financing resource you need when your client’s tax resolution strategy requires cash they do not have.
Who Qualifies for a South Carolina CPA Referral?
Tax Funds accepts referrals from South Carolina CPAs, EAs, tax attorneys, and other licensed tax professionals for clients meeting these criteria:
- Business entity only — LLCs, S-Corps, C-Corps, partnerships, sole proprietors with business tax debt. No personal individual tax debt.
- Minimum $10,000 in IRS or South Carolina Department of Revenue business tax debt. No maximum.
- Active business with revenue — financing is underwritten on cash flow, not tax compliance history.
- Any enforcement stage — first IRS notice through active bank levy. We work across the full enforcement spectrum.
Tax Debt Types We Finance for Your South Carolina Clients
- IRS 941 payroll tax debt (including Trust Fund Recovery Penalty situations)
- IRS federal tax lien (subordination financing)
- IRS bank levy emergency financing (21-day window)
- South Carolina Department of Revenue state income, sales tax, and payroll tax debt
- IRS Offer in Compromise bridge financing (12-24 month OIC review period)
- Corporate income tax debt (IRS or South Carolina Department of Revenue)
- Trust Fund Recovery Penalty personal assessments
What South Carolina Tax Professionals Say About Tax Debt Financing
CPAs and EAs in South Carolina frequently encounter clients whose tax resolution strategy is sound — installment agreement, Offer in Compromise, penalty abatement — but who cannot execute because they lack the cash to fund an OIC offer, pay a required installment deposit, or satisfy a tax lien to proceed with a property transaction.
Tax debt financing resolves the cash barrier without compromising your tax resolution strategy. The financing pays off the IRS (or South Carolina Department of Revenue), the lien is released, and your client now has a business loan to repay instead of a government enforcement action to survive.
Professional Organizations in South Carolina
Tax Funds works with tax professionals affiliated with:
- South Carolina Association of CPAs (SCACPA)
- South Carolina Society of Enrolled Agents
- State Bar of South Carolina (Tax Law Section)
Submit a South Carolina Client Referral
Complete the form below with your professional information and your client’s situation. Our team will contact you within one business day to discuss the case and next steps. All communications are confidential.
Frequently Asked Questions — South Carolina CPA Referral Program
How does the referral fee work for South Carolina tax professionals?
Referral fees are paid when a financing deal closes for your referred South Carolina client. Fee amounts are disclosed during the referral intake process. There are no upfront costs or fees to participate in the referral program.
Does my South Carolina client need to know about the referral?
Yes. Your client must be aware of and have authorized the referral — this is confirmed in the referral form. We do not contact clients without their knowledge.
Can I refer a client who is in an active IRS installment agreement?
Yes. A South Carolina business in an active IRS installment agreement can still apply for financing to pay off the full balance — which would terminate the installment agreement and release any related federal tax lien. Many tax professionals prefer this approach over a multi-year installment arrangement because it resolves the lien faster.
How fast can a South Carolina client get funded after referral?
For qualified South Carolina businesses, the timeline from referral to funding is typically 3-7 business days. Emergency situations (active bank levies) can be handled in 24-72 hours.
Disclosure: Tax Funds is a financing marketplace for tax professionals referring business clients. Not a lender, CPA firm, or law firm. Referral fee structures disclosed during intake. IRS procedures sourced from IRS.gov.