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ASHLEY M FILLIPS CPA LLC — SBA Loan Record (Beaumont, TX) | DealRoom

Intelligence/Offices of Certified Public Accountants/TX

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SBA lending record

ASHLEY M FILLIPS CPA LLC

1405 Cornerstone Court, Beaumont, TX 77706 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$335K

Total SBA financing

1

Loan on record

FY2020

On record

4

Jobs supported

● business — business location is the ZIP-area centroid from the public record

Is ASHLEY M FILLIPS CPA LLC your business?

This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.

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The loan

$335,000 — FY2020

Gross approval: $335,000
SBA guaranteed: $251,250 (75%)
Status: Current
Rate at approval: 6% f
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 11/8/2019
First disbursement: 1/31/2020
Days to fund: 84 days
Collateral: Required
Jobs supported: 4
Business type: Individual
Business age: Change of Ownership
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: First-Citizens Bank & Trust Company
Address: 1405 Cornerstone Court
City: Beaumont, 77706
County: Jefferson
SBA district office: HOUSTON DISTRICT OFFICE
Congressional district: 14

The lender

First-Citizens Bank & Trust Company

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding offices of certified public accountants — by location, industry.

SBA lenders in Texas Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in Texas

Similar businesses

Comparable offices of certified public accountants in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

Abhishek Patel, CPA, PLLC

Tomball, TX· ~86 mi

Offices of Certified Public Accountants

$340K
SBA financing: ≈ $667K–$1.1M
Est. revenue (rough)

Michael Rose, CPA PC

Missouri City, TX· ~87 mi

Offices of Certified Public Accountants

$350K
SBA financing: ≈ $686K–$1.1M
Est. revenue (rough)

Six Forty Five Holdings LLC

Missouri City, TX· ~90 mi

Offices of Certified Public Accountants

$270K
SBA financing: ≈ $529K–$882K
Est. revenue (rough)

RAKESH JAIN, CPA PC

Katy, TX· ~100 mi

Offices of Certified Public Accountants

$462K
SBA financing: ≈ $906K–$1.5M
Est. revenue (rough)

Silver Accounting Group, LLC

Humble, TX· ~66 mi

Offices of Certified Public Accountants

$480K
SBA financing: ≈ $941K–$1.6M
Est. revenue (rough)

Gunderson Advisory Group, Inc

Hempstead, TX· ~113 mi

Offices of Certified Public Accountants

$467K
SBA financing: ≈ $916K–$1.5M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for ASHLEY M FILLIPS CPA LLC in Beaumont, TX (Offices of Certified Public Accountants). DealRoom compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $335K
On record FY2020
4 jobs supported
Industry: Offices of Certified Public Accountants
Location: Beaumont, TX
Lender: First-Citizens Bank & Trust Company

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Certified Public Accountants businesses in TX for ~$335k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal→Talk to a loan broker→Find SBA lenders→Compare similar deals→

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/ashley-m-fillips-cpa-llc-tx
API:: https://dealroom.so/api/public/businesses/ashley-m-fillips-cpa-llc-tx
Methodology:: Sources & methodology

Informational only — DealRoom does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and DealRoom methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. DealRoom is not a lender.

Is ASHLEY M FILLIPS CPA LLC your business?

This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.

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DealRoom listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with ASHLEY M FILLIPS CPA LLC.