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TRACY D FISHER CPA LLC — SBA Loan Record (Portland, OR) | DealRoom

Intelligence/Offices of Certified Public Accountants/OR

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SBA lending record

TRACY D FISHER CPA LLC

5200 S MACADAM AVE, Portland, OR 97239 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$159K

Total SBA financing

1

Loan on record

FY2024

On record

1

Jobs supported

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

Is TRACY D FISHER CPA 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

$158,500 — FY2024

Gross approval: $158,500
SBA guaranteed: $118,875 (75%)
Status: Current
Rate at approval: 10.48% f
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 12/1/2023
First disbursement: 1/16/2024
Days to fund: 46 days
Collateral: Required
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Offices of Certified Public Accountants
NAICS code: 541211
Lender: U.S. Bank, National Association
Address: 5200 S MACADAM AVE
City: Portland, 97239
County: Multnomah
SBA district office: PORTLAND DISTRICT OFFICE
Congressional district: 1

The lender

U.S. 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 Oregon Lenders for offices of certified public accountants Offices of Certified Public Accountants lenders in Oregon

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.

OUT OF THE BOX BOOKKEEPING & TAX

Camas, WA· ~13 mi

Offices of Certified Public Accountants

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

Kenneth K. Ho CPA Incorporated

Beaverton, OR· ~6 mi

Offices of Certified Public Accountants

$90K
SBA financing: ≈ $176K–$294K
Est. revenue (rough)

Account Above CPAs LLC

Vancouver, WA· ~16 mi

Offices of Certified Public Accountants

$164K
SBA financing: ≈ $322K–$536K
Est. revenue (rough)

Northwest Tax and Accounting, LLC

Beaverton, OR· ~6 mi

Offices of Certified Public Accountants

$245K
SBA financing: ≈ $480K–$801K
Est. revenue (rough)

Anne M Prior, LLC

Portland, OR· ~9 mi

Offices of Certified Public Accountants

$187K
SBA financing: ≈ $367K–$611K
Est. revenue (rough)

Jax C Wheatley CPA LLC

Portland, OR· ~3 mi

Offices of Certified Public Accountants

$100K
SBA financing: ≈ $196K–$327K
Est. revenue (rough)

Agent summary

This page summarizes the public SBA 7(a) lending record for TRACY D FISHER CPA LLC in Portland, OR (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 $159K
On record FY2024
1 jobs supported
Industry: Offices of Certified Public Accountants
Location: Portland, OR
Lender: U.S. 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 OR for ~$159k 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/tracy-d-fisher-cpa-llc-or
API:: https://dealroom.so/api/public/businesses/tracy-d-fisher-cpa-llc-or
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 TRACY D FISHER CPA 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 TRACY D FISHER CPA LLC.