U.S.A. Canada
Get Funding →
Quick Answer

Calculate your potential CPA referral income from the T.A.G. Business Funding partner program based on your client volume and referral rate.

CPA Referral Program

How Much Can You Earn Referring Clients?

Enter your client volume below to see your annual referral income potential.

CPA Partner Resources

← Hub Referral Guide Client Checklist FAQ Toolkit

Your Referral Income Calculator

100
15%
60%
$60,000
3%

Your Annual Income Projection

Clients who could benefit15
Referrals you'd make9
Funded clients (est. 70% approval)6
Revenue per funded client$1,800
Estimated annual referral income$10,800
Assumptions used: This calculator applies an illustrative 70% funding-approval assumption for referred clients who meet basic qualification criteria, for planning purposes only; it is not a guaranteed or measured historical approval rate. Referral fees are paid within 5 business days of funding. Actual results vary based on client qualification, revenue levels, and business conditions.
Person in an office reading documents from an open ring binder
The referral moment is usually one sentence in a review meeting, not a formal request from the client.

How the CPA Referral Program Works

When a client mentions a cash-flow gap, an equipment purchase, or a growth opportunity they can't cover with a bank loan's timeline, that is usually the moment to send them your referral link. T.A.G. Business Funding is an independent ISO working with a network of funding partners, not a direct lender, so your client is reviewed against a partner's own underwriting criteria rather than a single fixed rulebook. You are not asked to underwrite, advise on terms, or manage the application; T.A.G. handles intake, document collection, and communication with the client directly.

Referral fees are calculated as a percentage of the funded advance amount, paid once the deal actually funds; nothing is paid on a submitted or approved-but-unfunded file. Because approval and final terms are set by the funding partner reviewing the file, not by T.A.G. or the referring CPA, this calculator's outputs are planning estimates rather than a promise of a specific outcome for any individual client.

Four-step CPA referral process A left-to-right flow of four steps: register as a partner, refer a client using your link, the funding provider reviews the client's file, and the CPA earns a referral fee once the deal funds. 1. Register as Partner 2. Refer a Client 3. Provider Reviews File 4. You Earn a Fee The referral fee is paid only once the client's deal successfully funds; nothing is paid on a submitted or approved-but-unfunded file.
Man taking a phone call at a desk with a tablet and printed documents in front of him
You do not underwrite anything or manage the application. T.A.G. handles intake, documents and the conversation with your client.
Illustrative referral fee by advance size and fee rate A bar chart illustrating referral fee amounts across the calculator's own supported range: roughly 200 dollars at a 20000 dollar advance and 1 percent fee, 1800 dollars at a 60000 dollar advance and 3 percent fee, 5000 dollars at a 100000 dollar advance and 5 percent fee, and 10000 dollars at a 200000 dollar advance and 5 percent fee. These are illustrations only, not guarantees. Illustrative Referral Fee by Advance Size ~$200 $20K @ 1% ~$1,800 $60K @ 3% ~$5,000 $100K @ 5% ~$10,000 $200K @ 5% Illustration only, calculated directly from this calculator's own fee-rate and advance-amount ranges; not a guarantee or historical average.

Ready to Start Earning?

Register as an affiliate partner in minutes. Get your unique referral link immediately.

Become a Partner → How the Referral Process Works

Add a Revenue Line to Your Practice

Illustration only: at the fee rates and advance sizes this calculator supports, a single funded referral can range from roughly $200 to $10,000.

Set Up Your Referral Partnership →

✓ No obligation  ✓ No fees  ✓ Get started in minutes