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Modern Tax Advisors LLC — SBA Loan Record (Hazlet, NJ) | DealRoom

Intelligence/Offices of Certified Public Accountants/NJ

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SBA lending record

Modern Tax Advisors LLC

1 BETHANY RD, Hazlet, NJ · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$550K

Total SBA financing

1

Loan on record

FY2023

On record

4

Jobs supported

Is Modern Tax Advisors 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

$550,000 — FY2023

Gross approval: $550,000
SBA guaranteed: $412,500 (75%)
Status: Current
Rate at approval: 9.43% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/25/2023
First disbursement: 2/28/2023
Days to fund: 34 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 4
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Live Oak Banking Company
Address: 1 BETHANY RD
City: Hazlet
County: Monmouth
SBA district office: NEW JERSEY DISTRICT OFFICE
Congressional district: 4

The lender

Live Oak Banking Company

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

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.

RLP, CPA LLC

Sayreville, NJ· ~10 mi

Offices of Certified Public Accountants

$600K
SBA financing: ≈ $1.2M–$2.0M
Est. revenue (rough)

MATTHEWS & NULTY INC

Hazlet, NJ· ~0 mi

Offices of Certified Public Accountants

$250K
SBA financing: ≈ $490K–$817K
Est. revenue (rough)

MAURIELLO ENTERPRISES INC

Farmingdale, NJ· ~15 mi

Offices of Certified Public Accountants

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

Claudia Gorostiaga CPA LLC

Elizabeth, NJ· ~18 mi

Offices of Certified Public Accountants

$525K
SBA financing: ≈ $1.0M–$1.7M
Est. revenue (rough)

Sai CPA Services LLC

East Brunswick, NJ· ~11 mi

Offices of Certified Public Accountants

$400K
SBA financing: ≈ $784K–$1.3M
Est. revenue (rough)

HOGAN AND ASSOCIATES LIMITED LIABILITY COMPANY

Bayonne, NJ· ~17 mi

Offices of Certified Public Accountants

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

Agent summary

This page summarizes the public SBA 7(a) lending record for Modern Tax Advisors LLC in Hazlet, NJ (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 $550K
On record FY2023
4 jobs supported
Industry: Offices of Certified Public Accountants
Location: Hazlet, NJ
Lender: Live Oak Banking Company

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 NJ for ~$550k 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/modern-tax-advisors-llc-nj
API:: https://dealroom.so/api/public/businesses/modern-tax-advisors-llc-nj
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 Modern Tax Advisors 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 Modern Tax Advisors LLC.