Tax Resolution Firms
Client financing solutions for the tax resolution industry.
Resolution cases run for months, and clients hiring a tax resolution firm are already managing debt. Truidian helps resolution firms identify client financing providers that let clients pay fees over time, plus merchant processing built for recurring retainer billing. Truidian does not provide tax resolution or financing services directly.
The realities
Why resolution firms need financing and processing built for them.
Fees are owed before the case is resolved.
IRS and state resolution cases — offers in compromise, installment agreements, penalty abatement, levy and lien release — can run months. Firms often need fees up front or early in the engagement, before the client sees a result.
Clients are already in financial distress.
A client hiring a resolution firm is, by definition, dealing with tax debt. Asking that same client for a large fee in one payment is often the first thing that falls through — separate from their IRS resolution.
Retainers are commonly collected in installments.
Many firms structure fees as a retainer plus monthly payments over the life of the case, which means recurring billing has to run reliably for months without manual follow-up.
It is not the same thing as the client's IRS payment plan.
A client's installment agreement with the IRS is separate from how that client pays your firm's fee. Confusing the two in client communication creates compliance and expectation problems.
Provider stack
Client financing and merchant processing for resolution firms.
Client financing for resolution fees
Point-of-sale financing and payment-plan providers that let a client pay your firm’s fee over time, funded by the provider rather than carried by your firm. This is client financing solutions for the tax industry — separate from financing for the firm itself.
How customer financing worksMerchant processing for tax resolution firms
Card and ACH acceptance built for recurring retainer payments, with automated billing for clients on multi-month plans — so a missed card update does not mean a missed payment. This is merchant processing for tax resolution firms specifically, not a general-purpose processor retrofitted for monthly billing.
Payment processingTax-resolution case management
Transcript analysis, case tracking, forms and deadline management built around IRS and state resolution work.
Working capital for the firm
Capital for lead generation, staffing and technology while cases are open and fees are still being collected.
Working capital
FAQ
Common questions from tax resolution firms.
What is client financing for a tax resolution firm?
Client financing lets a client pay your firm’s resolution fee in installments through a third-party financing provider, which typically pays your firm up front and takes on the collection risk itself. This is separate from your firm’s own in-house payment plan, and separate from any IRS installment agreement the client has for their tax debt.
Can tax resolution firms accept credit cards for retainers and monthly fees?
Yes. Truidian can help a firm identify participating merchant-processing providers that support recurring card and ACH billing for multi-month retainer structures, which is common in resolution engagements.
What makes merchant processing for tax resolution firms different from a standard processor?
Resolution firms typically bill a retainer plus monthly fees over a multi-month case, rather than one-time transactions. Merchant processing for tax resolution firms means recurring card and ACH billing that runs reliably across the life of a case, with underwriting that accounts for the firm’s billing pattern rather than treating it like a retail storefront.
Is client financing the same as the client's IRS payment plan?
No. An IRS installment agreement resolves what the client owes the IRS. Client financing is a separate arrangement for how the client pays your firm’s fee. Keeping the two clearly separate in client communication matters for both compliance and client expectations.
Does Truidian provide tax resolution services, legal advice, or financing directly?
No. Truidian does not provide tax resolution, legal or financing services. Truidian helps tax resolution firms identify and connect with participating third-party providers of client financing, merchant processing and practice software. Truidian is not a lender.
Does this apply to firms that only do tax preparation, not resolution?
Firms that focus primarily on preparation and accounting, rather than IRS or state resolution work, are often a better fit for the broader tax and accounting provider stack.
Tell us how your firm collects fees today.
Share how your resolution practice bills clients now. We'll identify participating client-financing and merchant-processing providers that may fit.
Truidian does not provide tax resolution, legal or financing services. Products and services are offered by participating third-party providers and are subject to their eligibility requirements and terms.