Consumer financing solution for Tax Resolution services

Simplify your financing application process with WeGetFinancing’s IRS Logics Integration.

Our IRS Logics integration expedites the financing application process. With the click of a button, your customers information is auto-filled into the financing application, delivering a faster outcome for both you and your clients.

Supercharge Sales

Unlock 90% payouts for your business transactions with our Tier 1 financing option.

By going beyond traditional credit assessments, our program ensures that even the most challenging credit cases get approved.

Financing Options

Expand Your Financing Options with a Single Application

Transform your customer financing experience with a one-stop application.

This seamless solution caters to all credit types, giving every applicant an approval within seconds.

Diverse Financing

Diverse Financing, Guaranteed Approval

WeGetFinancing offers flexible financing up to $10,000 with simple 12, 24, and 36-month plans.

Perfect for your business, our customized options ensure 100% approval and include an exclusive 90-day same-as-cash deal.

Good credit, bad credit – we've got it covered.

Start Out Today

Tax Services FAQ

What are tax resolution services?

Tax resolution services are provided by tax specialists to help individuals or businesses resolve tax problems with the IRS or state tax authorities.

Is WeGetFinancing a tax resolution firm?

WeGetFinancing is not a tax resolution firm. However, we work with a number of tax resolution firms to present specialists and their clients with our Buy Now, Pay Later alternative.

What do I need to activate WeGetFinancing's Gateway with IRSLogics?

All you need is a WeGetFinancing merchant account to access our IRSLogics integration.

What are the benefits of WeGetFinancing's Gateway for Tax Resolution Services in IRSLogics?

Our IRSLogics integration gives you and your customers a seamless application process, full credit spectrum approvals, in-house financing management, and free soft pulls all within your Logics dashboard.

How long does it take to activate the WeGetFinancing solution in IRSLogics?

Once our lenders have approved you, it’s a matter of minutes.

I am a tax resolution specialist. Why should my client use WeGetFinancing?

WeGetFinancing acts as your single point of entry for all your financing applications. Our integration with IRSLogics saves you time, while our technology helps you convert more traffic. Gone are the days of submitting multiple financing applications to a multitude of lenders. Because of the wide range of financing options available through the WeGetFinancing platform, with only one application, you can provide your clients with the best available rates and most flexible terms in accordance with their credit profiles. By offering over 15 different financing combinations across five credit tiers, our platform automatically customizes financing offers for every client based on their unique financing needs. Best of all, with our traditional financing programs, you get paid no matter what. There’s no recourse and risk to you, even if your client fails to fulfill their payment obligations.

How long does the application and funding process take? What does it entail?

The entire process, from applying to funding, takes five easy steps.

Collect the client’s personal information. 2. Adhere to required compliance. 3. Review and select from a variety of financing offers. 4. Client receives and e-Signs confirmation email. 5. Funds are wired directly into your business account within two business days.

What kind of information does WeGetFinancing need from my client?

Our application process is quick and hassle-free. You will only need to collect standard personal information that your clients already have at their fingertips. This includes:

Contact info, such as name, cell phone number, email, and date of birth.
Social security number.
Billing address.
Employment information.
One reference.

What’s needed to adhere to required compliance?

WeGetFinancing’s user-friendly format provides everything you need to easily adhere to compliance requirements. You will be provided with the mandatory, over-the-phone application script as well as the disclosure information that must be read or played to the customer prior to submitting the application. Please note that the client must verbally agree to the terms of the disclosures, and that the phone call must be recorded and retrievable.

What is the e-Sign process for my client?

Within minutes of choosing and accepting the terms offered, your client will receive an email from confirmation@montereyfinancial.com with the financing agreement document, which will include all the repayment terms, along with a request for his/her electronic signature.

My clients did not receive the email. What should they do?

Make sure to check junk and spam folders. If there is still an issue, please call our Merchant Support line at 866-298-3757 Prompt # 2 or email us at support@wegetfinancing.com

My clients received the email. What should they do next?

Your client will be asked to provide their email address, six-digit confirmation code, and ID information. Your client will then be required to scroll through the entire multi-page contract before signing and agreeing to the terms. Please note that your customer will need to copy and paste the confirmation code included in the email and click the embedded link to complete the e-signature process.

My client has signed and agreed to the terms of the contract. What happens next?

Once your client signs the electronic contract, you will receive an email that the transaction has been completed. To receive the funds, once the confirmation email is received, please send your executed service agreement to CP@montereyfinanical.com. A representative from our financing partner’s underwriting department will then contact your client to conduct a short phone verification. You will then receive an email from our financing partner, indicating the amount and when the fund transfer to your business account will be initiated.

Once the application process has been completed, when do I receive the funds?

The funds are deposited directly into YOUR business account within two business days: no waiting, no middleman, no risk.

My client has a bad credit score. Will he/she be able to receive financing?

By utilizing all underwriting tiers, in addition to the in-house financing program, you can offer financing with 100% credit approval, no matter your client’s credit score.

Is the 90-day same-as-cash offer available to each tier of applicants?

Yes. This great promotion is offered to all tiers. No exceptions.

What are the financing terms that I can offer my clients if my merchant account is approved?

High volume merchants can offer loans up to $10,000 up to 36-months.

How can I monitor the business process?

The WeGetFinancing portal allows merchants to monitor and review their applicants progress through each stage. Additionally, merchants receive regular email updates throughout the application process—from start to finish.