Notice: As of the first quarter of the calendar year 2024, Raistone will be phasing out its Employee Retention Credit payment advance solution, as the Internal Revenue Service also winds down the program. If you have any questions, reach out to a Raistone representative.

Raistone solutions for U.S. tax professionals

More money, happier clients

There is still time for CPAs, enrolled agents and tax professionals to help their clients obtain their Employee Retention Credit and get their money now, instead of waiting months for the IRS to pay. Unlock a new revenue stream by earning a referral fee valued at up to 1%* of each ERC.

*Actual percentage may vary and reflects the total value of the purchase price.

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Raistone has advanced hundreds of millions of dollars in ERC refunds, helping tax preparers like you earn revenue and have happier, healthier clients. Our program allows you to refer clients for ERC financing, providing you with a new revenue stream — cash that you can put to work growing your business.

 

Earn up to 1%* for each Employee Retention Credit advanced by Raistone. Tax preparers around the country are making more money by partnering with Raistone to offer ERC advance payments to their clients.

*Actual percentage may vary and reflects the total value of the purchase price.

 

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How it works

Step 1

File your client’s ERC with the IRS

Step 2

Refer your client to Raistone to advance payment of the ERC

Step 3

Collect a referral fee from Raistone when your client accepts early payment

Our partners

Raistone enables the world’s largest enterprise software firms, including SAP, NetSuite, and dozens more, to deploy an embedded working capital finance tool for millions of users.

FAQ

ERC solutions from Raistone

Raistone works with CPAs and tax professionals, helping them unlock a new revenue stream by referring their clients. With Raistone, your clients can have healthier, happier businesses, and you can obtain incremental revenue.

How does it work?

Earn up to 1%* for each Employee Retention Credit advanced by Raistone. Tax preparers around the country are making more money by partnering with Raistone to offer ERC advance payments to their clients.

*Actual percentage may vary and reflects the total value of the purchase price.

Who is eligible?

If you’re a Certified Public Accountant or tax professional, you can refer your clients to Raistone to advance payment of their Employee Retention Credits, and collect up to 1%* of the face value of each ERC. Many businesses opt to accelerate payments so they can access their money now, rather than waiting 8+ months. By referring your clients to Raistone, you provide them with a valuable service, and also bolster your bottom line.

*Actual percentage may vary and reflects the total value of the purchase price.

Does Raistone offer other services beyond ERC acceleration?

Yes, Raistone offers many types of non-debt working capital finance programs that can benefit your clients and earn you referral fees. With Raistone, your clients can not only accelerate payment of their ERCs, they can also:

  • Convert their receivables to cash
  • Defer their payables
  • Earn Virtual Card rebates

Fill out the form above to learn more about Raistone financial solutions that can benefit you and your clients.

Who is Raistone?

At Raistone, we believe that all businesses should have access to their money, on their terms. Raistone enables tax preparers to refer their clients for ERC financing, providing a new revenue stream.

We are a world-leading fintech backed by a full-service broker dealer, a $30 billion family office, a $900 billion wealth manager, and an international bank. At Raistone, we enable billions of dollars in financing every year to businesses of all sizes across the U.S.

What makes Raistone different?

The IRS recently ordered a stop to new Employee Retention Credit processing through the end of 2023 — or longer — due to a surge of questionable claims. We rely on referrals from tax professionals who determine their clients legitimately meet the criteria for the credit, guide clients through the complex tax reporting, and help determine their clients will benefit from accelerating their refund.

 

Raistone relies on a tax professional’s first obligation which remains accuracy and advocacy for the client. The tax preparer’s referral fee is a portion of what is deducted from the advanced proceeds from our client and they are required to disclose that to their client.

Raistone does much more than ERC acceleration

Convert receivables to cash

With Raistone, your clients can advance payment of money that is due to them at a later date. Instead of waiting 30, 60, or 90+ days, they can get paid today.

Defer payables

Raistone enables companies to extend their payment terms without impacting their suppliers, allowing them to maintain more cash on their balance sheet to use as needed.

Earn Virtual Card rebates

By offering a Virtual Card through Raistone, your clients can collect a rebate and enjoy flexible repayment terms, keeping more cash on-hand to uses as needed without taking on debt.