Key Takeaways
- TPS-holder CPAs and accountants qualify based on client revenue
- Tax season working capital and practice acquisition both fundable
- Recurring client retainer revenue is highly bankable
- No green card or SBA eligibility required
- 48-hour decisions — fund your firm expansion or technology upgrade
Accounting and tax preparation firms owned by TPS holders serve a critical need in immigrant communities — helping business owners navigate US tax law, payroll compliance, and financial reporting. Venezuelan, Ukrainian, and Salvadoran TPS holders with accounting credentials have built CPA firms and tax preparation businesses serving both immigrant entrepreneurs and the general public. A CPA firm with 100-300 active clients generates $150,000-$500,000 in annual fees, with predictable seasonal spikes around tax season and steady monthly retainer revenue from bookkeeping clients.
Accounting Firm Funding Uses
- Tax season working capital: Fund staffing and technology costs ahead of the January-April peak
- Practice acquisition: Purchase a retiring CPA's client book and practice assets
- Technology and software: QuickBooks Pro Advisors licenses, tax preparation software, and practice management tools
- Office expansion: Larger office for growing staff and client volume
- Marketing: Digital marketing, referral programs, and community outreach for client acquisition
Frequently Asked Questions
Yes. TPS holders with active CPA licenses can own accounting firms, and Bankable funds those firms based on client revenue.
We typically fund accounting firms with at least $10,000/month in client revenue. Tax season seasonality is accounted for in our evaluation.
Yes. Practice acquisition financing — including the purchase of a retiring CPA's client relationships and firm assets — is available.
Typically $25K-$500K depending on revenue. A CPA firm doing $30K/month in average revenue can often access $60K-$150K.
Yes. Practice software, hardware, and technology infrastructure are approvable uses of working capital.
We normalize for seasonal revenue patterns. A tax firm with heavy Q1-Q2 revenue and lighter Q3-Q4 is evaluated on full-year performance.
Yes. TPS country of origin does not affect eligibility. We fund TPS holders from all designated countries.
Check your Bankability Score at our website or call (786) 443-5511.