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