SBA lending record
1400 N DUTTON AVE, Santa Rosa, CA 95401 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$346K
Total SBA financing
1
Loan on record
FY2025
On record
8
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is CalTax Accountants & Advisors, Ltd. 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.
The banks most active funding tax preparation services — by location, industry.
Comparable tax preparation services in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
Kyle Milner
Rohnert Park, CA· ~6 mi
Tax Preparation Services
JML Financial Group, Inc.
Corte Madera, CA· ~38 mi
Tax Preparation Services
Taxtec
Windsor, CA· ~8 mi
Tax Preparation Services
Hubertus Putra Tax Prep Service
Lodi, CA· ~81 mi
Tax Preparation Services
Valerie Deike CPA
San Francisco, CA· ~48 mi
Tax Preparation Services
Bay Area Tax Accountants, Inc.
Elk Grove, CA· ~74 mi
Tax Preparation Services
This page summarizes the public SBA 7(a) lending record for CalTax Accountants & Advisors, Ltd. in Santa Rosa, CA (Tax Preparation Services). 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.
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Tax Preparation Services businesses in CA for ~$346k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is CalTax Accountants & Advisors, Ltd. your business?
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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 CalTax Accountants & Advisors, Ltd..