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ASPEN FINANCIAL & TAX SERVICES INC. — SBA Loan Record (Bellevue, WA) | DealRoom

Intelligence/Offices of Certified Public Accountants/WA

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SBA lending record

ASPEN FINANCIAL & TAX SERVICES INC.

14205 SE 36th Street, Suite 100, Bellevue, WA 98006 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$585K

Total SBA financing

1

Loan on record

FY2024

On record

4

Jobs supported

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

Is ASPEN FINANCIAL & TAX SERVICES INC. 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

$585,000 — FY2024

Gross approval: $585,000
SBA guaranteed: $438,750 (75%)
Status: Cancelled
Rate at approval: 7.22% f
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/13/2024
Collateral: Required
Jobs supported: 4
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Bank of America, National Association
Address: 14205 SE 36th Street, Suite 100
City: Bellevue, 98006
County: King
SBA district office: SEATTLE DISTRICT OFFICE
Congressional district: 9

The lender

Bank of America, National Association

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

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.

Lindley Real Properties, LLC

Bellevue, WA· ~3 mi

Offices of Certified Public Accountants

$1.1M
SBA financing: ≈ $2.2M–$3.6M
Est. revenue (rough)

SkyRiver Advisors, PLLC

Woodinville, WA· ~13 mi

Offices of Certified Public Accountants

$675K
SBA financing: ≈ $1.3M–$2.2M
Est. revenue (rough)

DPF ACCOUNTING INC

Bellevue, WA· ~1 mi

Offices of Certified Public Accountants

$345K
SBA financing: ≈ $677K–$1.1M
Est. revenue (rough)

NW ACCOUNTANTS, INC.

Bellevue, WA· ~1 mi

Offices of Certified Public Accountants

$1.1M
SBA financing: ≈ $2.2M–$3.6M
Est. revenue (rough)

EASTSIDE TAX PLLC

Woodinville, WA· ~13 mi

Offices of Certified Public Accountants

$765K
SBA financing: ≈ $1.5M–$2.5M
Est. revenue (rough)

Accountability Services PLLC

Seattle, WA· ~12 mi

Offices of Certified Public Accountants

$400K
SBA financing: ≈ $784K–$1.3M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for ASPEN FINANCIAL & TAX SERVICES INC. in Bellevue, WA (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 $585K
On record FY2024
4 jobs supported
Industry: Offices of Certified Public Accountants
Location: Bellevue, WA
Lender: Bank of America, National Association

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 WA for ~$585k 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 2026-06-16.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.
Canonical:: https://dealroom.so/businesses/aspen-financial-tax-services-inc-wa
API:: https://dealroom.so/api/public/businesses/aspen-financial-tax-services-inc-wa
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 ASPEN FINANCIAL & TAX SERVICES INC. 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 ASPEN FINANCIAL & TAX SERVICES INC..