SBA lending record
2028 TURNSBERRY DRIVE, Monroe, NC 28112 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$206K
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 Taxvy Financial Services, 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.
The banks most active funding tax preparation services — by location, industry.
Comparable tax preparation services in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
J Pollina Associates LLC and B & D Business Services, Inc.
Rock Hill, SC· ~31 mi
Tax Preparation Services
Allison Bookkeeping & Tax
Concord, NC· ~34 mi
Tax Preparation Services
Koren S Cranford CPA PLLC
Charlotte, NC· ~27 mi
Tax Preparation Services
Fisher, P.A.
Charlotte, NC· ~28 mi
Tax Preparation Services
DanFam Enterprises LLC
Stanley, NC· ~45 mi
Liberty Tax Service
Carolinas Tax and Business Services LLC
Matthews, NC· ~18 mi
Tax Preparation Services
This page summarizes the public SBA 7(a) lending record for Taxvy Financial Services, LLC in Monroe, NC (Tax Preparation Services). 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.
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Tax Preparation Services businesses in NC for ~$206k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Taxvy Financial Services, 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 Taxvy Financial Services, LLC.