Let clients start now and pay your fee over time.
Tax resolution, timeshare exit, and tutoring tend to be urgent, and the fee is hard to pay in one go. We build a program that lets clients finance your fees on a fixed monthly plan, with a same-day decision, and fund your firm on the schedule you set.
$0 enrollment fee$0 monthly feePaid on your schedule
01 Why it works
The client needs help now. The fee shouldn’t be what holds them back.
People usually contact a tax-relief firm or a timeshare-exit company when the problem is already pressing, and families look for tutoring when grades are already slipping. Financing your fee lets the engagement start right away while the client pays on a schedule they can manage.
- Same-day decisions, often instantSo the engagement can begin during the first conversation.
- Fixed monthly paymentsClients know exactly what they owe each month and for how long.
- We explain the termsYour advisors stay focused on the service, not the financing.
- Paid on your scheduleOnce the contract is complete, we fund you on the schedule you set.
02 Your program
A professional services program, built for your business.
We don’t hand professional services businesses a standard plan. We learn how you sell and build the program around it, then fund you on the schedule you set, with no enrollment or monthly fees.
- 01Services covered
- The engagements and fee structures your firm offers, financed as one fixed plan.
- 02Ticket sizes
- Set around your typical engagement fee.
- 03Terms and promotions
- Plan lengths that let a client start now and pay over the course of the engagement.
- 04When clients apply
- During the first consultation, by phone, or before the engagement is signed.
- 05Your funding schedule
- Set by your firm. We fund on it once each contract is complete.
03 Your customer, protected
We keep every contract we fund.
We purchase the completed retail installment contract and service it ourselves for its whole life. We never sell the loan off to other companies, so your customer always deals with us, and never with a stranger who has no stake in your reputation.
- Customers pay us, not youNo in-house payment plans, statements, or reminder calls for your staff.
- Never sold to another companyThe team your customer met at signing is the team they pay until the last payment.
- We explain the termsWe walk each customer through the contract in plain language before they sign.
We are an extension of your business and custodian of your brand reputation.
04 Where it fits
What financing looks like in practice.
A few typical situations we build programs around.
Resolution engagement
Fees for working on back taxes, penalties, liens, unfiled returns, or audits, paid monthly.
Exit services
A timeshare-exit company’s fee, spread out instead of paid upfront.
Tutoring program
A semester of private tutoring or test prep, paid by the month.
05 Professional services lines
Every professional services line we finance.
3 business types and counting. Don’t see yours? Ask us; we review others case by case.
- Tax reliefTax-relief firm fees covering back taxes, penalties, IRS liens, unfiled returns, and audits.
- Timeshare elimination / timeshare reliefTimeshare-exit or timeshare-elimination company fees.
- Tutoring & educational servicesPrivate tutoring, national tutoring centers, and K-12 educational support.
06 Professional Services FAQ
Questions from professional services businesses.
More in the merchant FAQ, or call (949) 207-9323.
Does financing pay the client’s tax balance?
No. Financing covers your firm’s fees for the services you provide. It isn’t used to pay a tax balance directly.
Can clients apply before signing an engagement?
Yes. Clients can apply before, during, or after the consultation, and the decision comes the same day.
We offer a service that isn’t listed. Can we apply?
Contact us. We review other professional services case by case.
Can clients pay off early?
Yes, with no prepayment penalty.
Other industries
Build a program for your professional services business.
No enrollment fee, no monthly fee. Tell us how you sell and we’ll design the program around it.