Most active with Liberty Tax Service

Ranked by funded Liberty Tax Service loans. Tap a lender to open its full record, or hit Get in touch for an introduction.

1.1 loans · $0M · St. Louis, MOFull record →
2.1,322 loans · $185M · Wilmington, DEFull record →
3.1,927 loans · $207M · Buffalo, NYFull record →
4.20 loans · $8M · Saint Petersburg, FLFull record →
5.4 loans · $1M · Dickinson, NDFull record →
6.2 loans · $0M · Jasper, INFull record →
7.75 loans · $98M · Sioux Falls, SDFull record →
8.2,539 loans · $965M · Columbus, OHFull record →
9.14 loans · $32M · Fort Lee, NJFull record →
10.575 loans · $220M · De Graff, OHFull record →
11.274 loans · $315M · Los Angeles, CAFull record →
12.2 loans · $0M · Appleton, WIFull record →
13.499 loans · $106M · Los Angeles, CAFull record →
14.32 loans · $37M · Champaign, ILFull record →
15.97 loans · $156M · Clayton, MOFull record →
16.62 loans · $34M · Winter Haven, FLFull record →
17.15 loans · $20M · Madisonville, KYFull record →
18.1,025 loans · $292M · Berkeley Heights, NJFull record →

29+ funded Liberty Tax Service deals

Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.

McKinney & Wolcowitz CPA PA in Inverness, FL — $2.0M (2026) · Cross River Bank

Program: Preferred Lenders Program
Rate at approval: 9.75% variable
Term: 144 mo (12 yrs)
SBA guaranteed: $1.5M (75%)
Approval → funding: 29 days
Approved: 12/24/2025
First disbursed: 1/22/2026
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 3
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Cross River Bank · Lender record →

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Alden Street Advisory LLC in Maryville, TN — $473K (2026) · purchase · United Midwest Savings Bank National Association

Program: Preferred Lenders Program
Rate at approval: 9.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $355K (75%)
Approval → funding: 8 days
Approved: 1/22/2026
First disbursed: 1/30/2026
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $526K
Est. down payment (10%): $53K
Est. cash at closing: $70K
Monthly payment: $6,056
Annual debt service: $73K
Cash flow needed (1.25×): $91K

Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.

Funded by United Midwest Savings Bank National Association · Lender record →

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Emerald Tax & Accounting Solutions, LLC in Asheboro, NC — $473K (2026) · purchase · BayFirst National Bank

Program: Preferred Lenders Program
Rate at approval: 10% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $354K (75%)
Approval → funding: 27 days
Approved: 12/4/2025
First disbursed: 12/31/2025
Loan status: Paid in full (2/28/2026)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 8
Business age: Change of Ownership
Industry: Tax Preparation Services

If you were the buyer here

Est. deal size: $525K
Est. down payment (10%): $53K
Est. cash at closing: $70K
Monthly payment: $6,244
Annual debt service: $75K
Cash flow needed (1.25×): $94K

Funded by BayFirst National Bank · Lender record →

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HAPPY TAX RETURNS LLC in Richmond, VA — $60K (2026) · Manufacturers and Traders Trust Company

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 11.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $30K (50%)
Approval → funding: 43 days
Approved: 11/18/2025
First disbursed: 12/31/2025
Loan status: Current
Loan type: Revolving line
Collateral: Not required
Business type: Corporation
Jobs supported: 6
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Manufacturers and Traders Trust Company · Lender record →

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VFM LLC in Myrtle Beach, SC — $449K (2025) · TD Bank, National Association

Program: Preferred Lenders Program
Rate at approval: 7.99% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $337K (75%)
Approval → funding: 34 days
Approved: 2/6/2025
First disbursed: 3/12/2025
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 13
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by TD Bank, National Association · Lender record →

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HAPPY TAX RETURNS LLC in Richmond, VA — $150K (2025) · Lendistry SBLC, LLC

Program: Preferred Lenders Program
Rate at approval: 12.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $128K (85%)
Approval → funding: 18 days
Approved: 12/5/2024
First disbursed: 12/23/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 19
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Lendistry SBLC, LLC · Lender record →

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Lee Martin Development LLC in Columbus, OH — $55K (2025) · The Huntington National Bank

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 11.25% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $28K (50%)
Approved: 8/5/2025
Loan status: Cancelled
Loan type: Revolving line
Collateral: Required
Business type: Corporation
Jobs supported: 20
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by The Huntington National Bank · Lender record →

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Aarna Enterprise, LLC in Mount Pocono, PA — $25K (2025) · TD Bank, National Association

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 9.25% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $13K (50%)
Approved: 3/10/2025
Loan status: Committed
Loan type: Revolving line
Collateral: Required
Business type: Corporation
Jobs supported: 5
Business age: New Business or 2 years or less
Industry: Private Mail Centers

Funded by TD Bank, National Association · Lender record →

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ZK TAX LLC in Rapid City, SD — $1.1M (2024) · U.S. Bank, National Association

Program: Preferred Lenders Program
Rate at approval: 7.5% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $833K (75%)
Approval → funding: 70 days
Approved: 9/27/2024
First disbursed: 12/6/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 2
Business age: New Business or 2 years or less
Industry: Tax Preparation Services

Funded by U.S. Bank, National Association · Lender record →

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Walnut Creek Enterprises LLC in Frisco, TX — $695K (2024) · The Bancorp Bank National Association

Program: Preferred Lenders Program
Rate at approval: 9.5% variable
Term: 118 months
SBA guaranteed: $521K (75%)
Approval → funding: 16 days
Approved: 6/11/2024
First disbursed: 6/27/2024
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 8
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by The Bancorp Bank National Association · Lender record →

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Serious Business Solutions LLC in Evansville, IN — $225K (2023) · German American Bank

Program: 7a General
Rate at approval: 5.89% fixed
Term: 120 mo (10 yrs)
SBA guaranteed: $169K (75%)
Approved: 10/26/2022
Loan status: Cancelled
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 1
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by German American Bank · Lender record →

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BOJONGO CPAS & ADVISORY PLLC in Dallas, TX — $126K (2023) · Newtek Small Business Finance, Inc.

Program: Preferred Lenders Program
Rate at approval: 10.5% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $107K (85%)
Approved: 1/11/2023
Loan status: Cancelled
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 6
Business age: New Business or 2 years or less
Industry: Tax Preparation Services

Funded by Newtek Small Business Finance, Inc.

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Paraga LLC in Sacramento, CA — $1.1M (2022) · Enterprise Bank & Trust

Program: Preferred Lenders Program
Rate at approval: 5.5% variable
Term: 300 mo (25 yrs)
SBA guaranteed: $845K (75%)
Approval → funding: 6 days
Approved: 3/31/2022
First disbursed: 4/6/2022
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Individual
Jobs supported: 2
Business age: Existing or more than 2 years old
Industry: Travel Agencies

Funded by Enterprise Bank & Trust · Lender record →

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Concelium, LLC in Charlotte, NC — $659K (2022) · Bank of America, National Association

Program: Preferred Lenders Program
Rate at approval: 0.75% variable
Term: 300 mo (25 yrs)
SBA guaranteed: $494K (75%)
Approval → funding: 3 days
Approved: 7/12/2022
First disbursed: 7/15/2022
Loan status: Current
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 1
Business age: New Business or 2 years or less
Industry: Tax Preparation Services

Funded by Bank of America, National Association · Lender record →

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SEJ FINANCIALS LLC in Wilmington, DE — $100K (2022) · Manufacturers and Traders Trust Company

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 7.75% variable
Term: 103 months
SBA guaranteed: $50K (50%)
Approval → funding: 27 days
Approved: 10/4/2021
First disbursed: 10/31/2021
Loan status: Current
Loan type: Term loan
Collateral: Not required
Business type: Corporation
Jobs supported: 8
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by Manufacturers and Traders Trust Company · Lender record →

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Liberty Tax Service in Appleton, WI — $49K (2022) · Fox Communities CU

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 6% variable
Term: 84 mo (7 yrs)
SBA guaranteed: $25K (50%)
Approval → funding: 24 days
Approved: 6/6/2022
First disbursed: 6/30/2022
Loan status: Paid in full (7/31/2023)
Loan type: Revolving line
Collateral: Required
Business type: Individual
Jobs supported: 45
Business age: New Business or 2 years or less
Industry: Tax Preparation Services

Funded by Fox Communities CU · Lender record →

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FLORIAN'S TAX SERVICES CORP in Bronx, NY — $25K (2022) · TD Bank, National Association

Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Rate at approval: 12% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $13K (50%)
Approval → funding: 3 days
Approved: 9/23/2022
First disbursed: 9/26/2022
Loan status: Current
Loan type: Revolving line
Collateral: Not required
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by TD Bank, National Association · Lender record →

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Walnut Creek Enterprises LLC in Oklahoma City, OK — $807K (2021) · First United Bank and Trust Company

Program: Preferred Lenders Program
Rate at approval: 5.75% variable
Term: 120 mo (10 yrs)
SBA guaranteed: $727K (90%)
Approval → funding: 18 days
Approved: 8/13/2021
First disbursed: 8/31/2021
Loan status: Paid in full (6/30/2024)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 30
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by First United Bank and Trust Company · Lender record →

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Liberty Tax Service in Independence, MO — $742K (2021) · First Bank

Program: Preferred Lenders Program
Rate at approval: 5.75% variable
Term: 92 months
SBA guaranteed: $668K (90%)
Approval → funding: 9 days
Approved: 6/2/2021
First disbursed: 6/11/2021
Loan status: In workout — SBA bought the guarantee
Loan type: Term loan
Collateral: Required
Business type: Corporation
Secondary market: Loan sold to investors
Jobs supported: 11
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by First Bank · Lender record →

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INDEPENDENCE CAPITAL & HOLDINGS LLC in Anna, TX — $441K (2021) · SouthState Bank, National Association

Program: Preferred Lenders Program
Rate at approval: 4.5% fixed
Term: 300 mo (25 yrs)
SBA guaranteed: $397K (90%)
Approval → funding: 20 days
Approved: 8/10/2021
First disbursed: 8/30/2021
Loan status: Paid in full (11/30/2025)
Loan type: Term loan
Collateral: Required
Business type: Corporation
Jobs supported: 14
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services

Funded by SouthState Bank, National Association · Lender record →

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How to finance a Liberty Tax Service

Most active with Liberty Tax Service

29+ funded Liberty Tax Service deals

Agent summary

Deal economics— what it takes to buy & finance Liberty Tax Service