SYSOPERATIONALRETURNS / YEAR9,500+REFUNDS DELIVERED$8M+STRATEGIES DEPLOYED400+RETURNS TRAINED GENIE10,000+UPTIME 90D99.998%IRS ACK< 90sSOC 2 TYPE IIATTORNEY-CLIENT PRIVILEGESYSOPERATIONALRETURNS / YEAR9,500+REFUNDS DELIVERED$8M+STRATEGIES DEPLOYED400+RETURNS TRAINED GENIE10,000+UPTIME 90D99.998%IRS ACK< 90sSOC 2 TYPE IIATTORNEY-CLIENT PRIVILEGE
§ 01 — Business capital

Capital when you need it, on terms that make sense.

Business loans. Lines of credit. SBA guidance. Revenue-based financing. We know who's actually funding businesses — and because we see your books, we help you walk in with the strongest possible case.

Licensed professionals onlyWe vet every lender partnerNo predatory terms, everYour books, prepared for lenders
§ 02 — Honest framing

We prepare your financials. Our fund your business.partners

We don't provide financing directly. But we do something more valuable — we make sure your books are clean, your financials tell the right story, and your tax profile positions you as a fundable business before you walk in the door.

What TaxosAgent handles
  • Clean up your bookkeeping for lender review
  • Prepare financial statements and P&L summaries
  • Identify the right funding type for your situation
  • Model debt service coverage against your tax returns
  • Match you with the right capital partner
What our partners handle
  • SBA 7(a) and 504 loan origination
  • Revenue-based financing
  • Equipment leasing and loans
  • Business lines of credit
  • Alternative lending for non-traditional businesses

We make the introduction. You keep the relationship.

§ 03 — What this unlocks

Three things you get immediately.

01

Lender-ready books

Lenders want to see clean, professional financials. We ensure your bookkeeping is audit-ready and tells the strongest possible story for your funding application.

02

Right fit, not first offer

We only work with capital partners who offer transparent terms. Predatory lending destroys businesses. We filter it out before making any introduction.

03

Tax-efficient capital structure

Not all funding is equal from a tax perspective. We analyze the implications of each structure — debt service, interest deductibility, and impact on your entity.

$0
Cost for financial prep review
5
Funding categories covered
48hrs
Time to lender introduction
20+
Yrs industry experience
§ 05 — Get connected

Let's get your business funded.

We start with your books — making sure the story they tell is the strongest it can be. Then we match you with the right capital partner for your business type, stage, and goals.

Licensed professionals onlyWe vet every partnerNo referral fee added to your costYou keep the relationship