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Southeast Tax Advisor LLC — SBA Loan Record (Parker, CO) | DealRoom

Intelligence/Offices of Certified Public Accountants/CO

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SBA lending record

Southeast Tax Advisor LLC

4916 CRESCENT MOON PL, Parker, CO 80134 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$823K

Total SBA financing

1

Loan on record

FY2025

On record

5

Jobs supported

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

Is Southeast Tax Advisor 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

$823,000 — FY2025

Gross approval: $823,000
SBA guaranteed: $617,250 (75%)
Status: Current
Rate at approval: 7.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 1/8/2025
First disbursement: 1/15/2025
Days to fund: 7 days
Collateral: Required
Jobs supported: 5
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: Zions Bank, A Division of
Address: 4916 CRESCENT MOON PL
City: Parker, 80134
County: Douglas
SBA district office: COLORADO DISTRICT OFFICE
Congressional district: 4

The lender

Zions Bank, A Division of

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

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.

JOSEPH D LUTZ CPA LLC

Englewood, CO· ~10 mi

Offices of Certified Public Accountants

$1.3M
SBA financing: ≈ $2.6M–$4.3M
Est. revenue (rough)

6050 Greenwood Partners #125 LLC

Greenwood Village, CO· ~13 mi

Offices of Certified Public Accountants

$521K
SBA financing: ≈ $1.0M–$1.7M
Est. revenue (rough)

Matthew P Schlanger CPA LLC

Littleton, CO· ~14 mi

Offices of Certified Public Accountants

$391K
SBA financing: ≈ $767K–$1.3M
Est. revenue (rough)

Lockhart & Powell, CPAs

Colorado Springs, CO· ~38 mi

Offices of Certified Public Accountants

$739K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

Balcerzak Financial Services, LLC

Aurora, CO· ~10 mi

Offices of Certified Public Accountants

$465K
SBA financing: ≈ $911K–$1.5M
Est. revenue (rough)

Integrity Tax Group

Denver, CO· ~17 mi

Offices of Certified Public Accountants

$560K
SBA financing: ≈ $1.1M–$1.8M
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for Southeast Tax Advisor LLC in Parker, CO (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 $823K
On record FY2025
5 jobs supported
Industry: Offices of Certified Public Accountants
Location: Parker, CO
Lender: Zions Bank, A Division of

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 CO for ~$823k 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/southeast-tax-advisor-llc-co
API:: https://dealroom.so/api/public/businesses/southeast-tax-advisor-llc-co
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 Southeast Tax Advisor 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 Southeast Tax Advisor LLC.