SBA lending record
2121 41st Ave, Capitola, CA 95010 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$721K
Total SBA financing
1
Loan on record
FY2026
On record
3
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Yates & Family LLC your business?
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The banks most active funding tax preparation services — by location, industry.
This page summarizes the public SBA 7(a) lending record for Yates & Family LLC in Capitola, CA (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 CA for ~$721k deals, then pre-qualify for 7(a) financing before making an offer. DealRoom can arrange a lender introduction — free for buyers.
Is Yates & Family 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 Yates & Family LLC.