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FOX FINANCIAL TAX & ACCOUNTING — SBA Loan Record (Jupiter, FL) | DealRoom

Intelligence/Offices of Certified Public Accountants/FL

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SBA lending record

FOX FINANCIAL TAX & ACCOUNTING

16789 95TH AVE N, Jupiter, FL 33478 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$500K

Total SBA financing

1

Loan on record

FY2024

On record

2

Jobs supported

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

Is FOX FINANCIAL TAX & ACCOUNTING 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

$500,000 — FY2024

Gross approval: $500,000
SBA guaranteed: $250,000 (50%)
Status: Current
Rate at approval: 11.5% v
Term: 36 mo (3 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/19/2024
First disbursement: 8/30/2024
Days to fund: 11 days
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Beacon Bank and Trust
Address: 16789 95TH AVE N
City: Jupiter, 33478
County: Palm Beach
SBA district office: SOUTH FLORIDA DISTRICT OFFICE
Congressional district: 18

The lender

Beacon Bank and Trust

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.

Falowski & Castillo Accounting Group PA

West Palm Beach, FL· ~17 mi

Offices of Certified Public Accountants

$385K
SBA financing: ≈ $755K–$1.3M
Est. revenue (rough)

George A. Zahul CPA PC

Wellington, FL· ~18 mi

Offices of Certified Public Accountants

$371K
SBA financing: ≈ $727K–$1.2M
Est. revenue (rough)

Cardinal Accountants LLC

Boca Raton, FL· ~38 mi

Offices of Certified Public Accountants

$591K
SBA financing: ≈ $1.2M–$1.9M
Est. revenue (rough)

7551 Wiles Rd LLC

Coral Springs, FL· ~44 mi

Offices of Certified Public Accountants

$576K
SBA financing: ≈ $1.1M–$1.9M
Est. revenue (rough)

Rik J Vandejen CPA PLLC

Lake Worth, FL· ~21 mi

Offices of Certified Public Accountants

$275K
SBA financing: ≈ $539K–$899K
Est. revenue (rough)

GRATUS CPA & ADVISORS INC

Fort Lauderdale, FL· ~51 mi

Offices of Certified Public Accountants

$443K
SBA financing: ≈ $869K–$1.4M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for FOX FINANCIAL TAX & ACCOUNTING in Jupiter, 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 $500K
On record FY2024
2 jobs supported
Industry: Offices of Certified Public Accountants
Location: Jupiter, FL
Lender: Beacon Bank and Trust

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 ~$500k 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/fox-financial-tax-accounting-fl
API:: https://dealroom.so/api/public/businesses/fox-financial-tax-accounting-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 FOX FINANCIAL TAX & ACCOUNTING 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 FOX FINANCIAL TAX & ACCOUNTING.