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Coastal Accounting & Tax Service, LLC — SBA Loan Record (Bluffton, SC) | DealRoom

Intelligence/Offices of Certified Public Accountants/SC

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SBA lending record

Coastal Accounting & Tax Service, LLC

191 KNIGHTSBRIDGE RD, Bluffton, SC 29910 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$10K

Total SBA financing

1

Loan on record

FY2024

On record

—

Jobs supported

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

Is Coastal Accounting & Tax Service, 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

$10,000 — FY2024

Gross approval: $10,000
SBA guaranteed: $5,000 (50%)
Status: Current
Rate at approval: 15% f
Term: 36 mo (3 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 6/26/2024
First disbursement: 7/8/2024
Days to fund: 12 days
Collateral: Required
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: 191 KNIGHTSBRIDGE RD
City: Bluffton, 29910
County: Beaufort
SBA district office: SOUTH CAROLINA DISTRICT OFFICE
Congressional district: 1

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

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.

Easter CPA LLC

Hilton Head Island, SC· ~12 mi

Offices of Certified Public Accountants

$730K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

NOCETI & ASSOCIATES, PROFESSIONAL CORPORATION

Seal Beach, CA· ~2145 mi

Offices of Certified Public Accountants

$10K
SBA financing: ≈ $20K–$33K
Est. revenue (rough)

SINCLAIR CPA PA

West Columbia, SC· ~119 mi

Offices of Certified Public Accountants

$30K
SBA financing: ≈ $59K–$98K
Est. revenue (rough)

TINA MATTIS CPA

San Pedro, CA· ~2158 mi

Offices of Certified Public Accountants

$10K
SBA financing: ≈ $20K–$33K
Est. revenue (rough)

TCC Charlotte LLC

Charleston, SC· ~67 mi

Offices of Certified Public Accountants

$332K
SBA financing: ≈ $651K–$1.1M
Est. revenue (rough)

DJURIC CPA PLLC

Fort Worth, TX· ~962 mi

Offices of Certified Public Accountants

$20K
SBA financing: ≈ $39K–$65K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Coastal Accounting & Tax Service, LLC in Bluffton, SC (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 $10K
On record FY2024
Industry: Offices of Certified Public Accountants
Location: Bluffton, SC
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 SC for ~$10k 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/coastal-accounting-tax-service-llc-sc
API:: https://dealroom.so/api/public/businesses/coastal-accounting-tax-service-llc-sc
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 Coastal Accounting & Tax Service, 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 Coastal Accounting & Tax Service, LLC.