Palm Financing
All industries
Accounting & Tax business
Accounting & Tax

Funding for Accounting & Tax Professionals

Smooth out a seasonal book of business and invest between filing seasons.

  • Highly seasonal revenue with a long off-season lull
  • Payroll for seasonal preparers and reviewers
  • Rising costs of tax and accounting software licenses
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Why Accounting & Tax

Accounting and tax practices live and die by the calendar. Revenue spikes through filing season, then thins out for months, but rent, software, and salaries don't take the summer off.

Palm Financing gives firms the working capital to bridge the off-season, add staff before the rush, and modernize the practice without draining reserves.

Challenges we help solve

  • Highly seasonal revenue with a long off-season lull
  • Payroll for seasonal preparers and reviewers
  • Rising costs of tax and accounting software licenses
  • Clients who pay on net-30+ terms
Money out (you spend) Money in (you get paid)↕ The gap Palm bridges

The cash-flow gap

Spend now. Paid later. That’s the squeeze.

Accounting and tax practices live and die by the calendar. Revenue spikes through filing season, then thins out for months, but rent, software, and salaries don't take the summer off.

Highly seasonal revenue with a long off-season lull. Palm fronts the capital so you don’t have to wait on it.

Put It to Work

What accounting & tax businesses use funding for.

  • Cover payroll between filing seasons
  • Upgrade tax prep & accounting software
  • Hire and train seasonal staff
  • Open or renovate an additional office
  • Invest in marketing for new clients

    • Recommended Funding

    Financing that fits accounting & tax.

    Up to $500K

    Line of Credit

    A revolving credit limit you can draw from, repay, and reuse, paying only for what you actually use.

    Learn more
    $25K – $2M

    Term Loan

    A lump sum up front with fixed, predictable payments, built for defined one-time business investments.

    Learn more
    Up to $5M

    SBA Loan

    A partially government-guaranteed loan offering the lowest rates and longest terms for established businesses.

    Learn more

    How It Works

    Funding that moves at your speed.

    01

    Apply in minutes

    A short online application, no hard credit pull to see your options.

    02

    Get matched

    We review your profile and match you to the financing that fits your business.

    03

    Review your offer

    Talk it through with a real funding specialist. No pressure, no jargon.

    04

    Get funded

    Accept your offer and receive funds, as soon as the same day.

    Start Your Application

    Do You Qualify?

    Our basic requirements.

    0+ months
    in business
    $0K+
    monthly revenue
    0+
    personal credit score
    Business
    checking account

    Other underwriting factors may apply. Not all applicants will qualify.

    Fund your accounting & tax business.

    Tell us about your business and a funding specialist will reach out with your options from $10K to $5M+. About 2 minutes, no hard credit pull.

    Start Your Application