How the New Mexico CPA Referral Program Works
If you are a CPA, EA, or tax attorney in New Mexico with clients who have IRS 941 payroll tax debt, federal tax liens, IRS bank levies, or New Mexico Taxation and Revenue Department 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 New Mexico 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 New Mexico 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 New Mexico CPA Referral?
Tax Funds accepts referrals from New Mexico 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 New Mexico Taxation and Revenue Department 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 New Mexico 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)
- New Mexico Taxation and Revenue Department 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 New Mexico Taxation and Revenue Department)
- Trust Fund Recovery Penalty personal assessments
What New Mexico Tax Professionals Say About Tax Debt Financing
CPAs and EAs in New Mexico 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 New Mexico Taxation and Revenue Department), 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 New Mexico
Tax Funds works with tax professionals affiliated with:
- New Mexico Society of CPAs
- National Association of Enrolled Agents — New Mexico Chapter
- State Bar of New Mexico (Tax Law Section)
Submit a New Mexico 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 — New Mexico CPA Referral Program
How does the referral fee work for New Mexico tax professionals?
Referral fees are paid when a financing deal closes for your referred New Mexico 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 New Mexico 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 New Mexico 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 New Mexico client get funded after referral?
For qualified New Mexico 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.