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Liggett, Melzer & Joshi CPAS P.C. — SBA Loan Record (New York, NY) | DealRoom

Intelligence/Offices of Certified Public Accountants/NY

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SBA lending record

Liggett, Melzer & Joshi CPAS P.C.

307 7th Ave, Suite 1407, New York, NY 10001 · 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

12

Jobs supported

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

Is Liggett, Melzer & Joshi CPAS P.C. 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: $375,000 (75%)
Status: Current
Rate at approval: 11.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 2/9/2024
First disbursement: 3/5/2024
Days to fund: 25 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 12
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Capital Bank, National Association
Address: 307 7th Ave, Suite 1407
City: New York, 10001
County: New York
SBA district office: NEW YORK DISTRICT OFFICE
Congressional district: 10

The lender

Capital 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 New York Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in New York

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.

Braj Aggarwal, CPA, P.C.

New York, NY· ~0 mi

Offices of Certified Public Accountants

$500K
SBA financing: ≈ $980K–$1.6M
Est. revenue (rough)

North County CPA Services, P.C.

New York, NY· ~0 mi

Offices of Certified Public Accountants

$550K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

Magical Holdings II LLC

New York, NY· ~0 mi

Offices of Certified Public Accountants

$740K
SBA financing: ≈ $1.5M–$2.4M
Est. revenue (rough)

WOORI CPAS LLP

Flushing, NY· ~10 mi

Offices of Certified Public Accountants

$550K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

18 Bay 17 Mt, LLC

Brooklyn, NY· ~10 mi

Offices of Certified Public Accountants

$420K
SBA financing: ≈ $824K–$1.4M
Est. revenue (rough)

TOMMY W. LEUNG, C.P.A., P.C.

Brooklyn, NY· ~10 mi

Offices of Certified Public Accountants

$360K
SBA financing: ≈ $706K–$1.2M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Liggett, Melzer & Joshi CPAS P.C. in New York, NY (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
12 jobs supported
Industry: Offices of Certified Public Accountants
Location: New York, NY
Lender: Capital 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 NY 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/liggett-melzer-joshi-cpas-p-c-ny
API:: https://dealroom.so/api/public/businesses/liggett-melzer-joshi-cpas-p-c-ny
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 Liggett, Melzer & Joshi CPAS P.C. 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 Liggett, Melzer & Joshi CPAS P.C..