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ATE ACCOUNTING & TAX SERVICE INC — SBA Loan Record (Miami, FL) | DealRoom

Intelligence/Offices of Certified Public Accountants/FL

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SBA lending record

ATE ACCOUNTING & TAX SERVICE INC

2656 NW 97th Avenue, Miami, FL 33172 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$50K

Total SBA financing

1

Loan on record

FY2021

On record

—

Jobs supported

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

Is ATE ACCOUNTING & TAX SERVICE 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

$50,000 — FY2021

Gross approval: $50,000
SBA guaranteed: $25,000 (50%)
Status: Current
Rate at approval: 8.25% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/30/2020
First disbursement: 11/30/2020
Days to fund: 0 days
Collateral: None
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: TD Bank, National Association
Address: 2656 NW 97th Avenue
City: Miami, 33172
County: Miami-Dade
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 25

The lender

TD Bank, 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 Florida Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in Florida

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.

RENE VELAZQUEZ, CPA, PA

Miami, FL· ~8 mi

Offices of Certified Public Accountants

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

BodinCo

Miami, FL· ~6 mi

Offices of Certified Public Accountants

$60K
SBA financing: ≈ $118K–$196K
Est. revenue (rough)

RELIABLE CONSULTING SERVICES LLC

Miami, FL· ~6 mi

Offices of Certified Public Accountants

$35K
SBA financing: ≈ $69K–$114K
Est. revenue (rough)

LSM CPA FIRM, P.A.

Miami, FL· ~15 mi

Offices of Certified Public Accountants

$54K
SBA financing: ≈ $106K–$176K
Est. revenue (rough)

Pink Moon Financial LLC

Davie, FL· ~22 mi

Offices of Certified Public Accountants

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

Amax Credit LLC

Hialeah, FL· ~5 mi

Offices of Certified Public Accountants

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for ATE ACCOUNTING & TAX SERVICE INC in Miami, FL (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 $50K
On record FY2021
Industry: Offices of Certified Public Accountants
Location: Miami, FL
Lender: TD Bank, 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 FL for ~$50k 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/ate-accounting-tax-service-inc-fl
API:: https://dealroom.so/api/public/businesses/ate-accounting-tax-service-inc-fl
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 ATE ACCOUNTING & TAX SERVICE 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 ATE ACCOUNTING & TAX SERVICE INC.