Lender intelligence
Financing a tax preparation services acquisition in Arizona
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Arizona, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.
Most active in tax preparation services · Arizona
Ranked by funded tax preparation services acquisitions in Arizona. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.575 loans · $220M · De Graff, OHFull record →
- 2.128 loans · $40M · Wilmington, DEFull record →
- 3.97 loans · $156M · Clayton, MOFull record →
- 4.868 loans · $362M · Salt Lake City, UTFull record →
- 5.242 loans · $281M · Chicago, ILFull record →
6+ funded Tax Preparation Services in Arizona 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.
- Rush Tax Preparation, lnc. in Tucson, AZ — $1.1M (2026) · purchase · PNC Bank, National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 8.17% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $844K (75%)
- Approved
- 1/30/2026
- Loan status
- Committed
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $1.3M
- Est. down payment (10%)
- $125K
- Est. cash at closing
- $171K
- Monthly payment
- $13,751
- Annual debt service
- $165K
- Cash flow needed (1.25×)
- $206K
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 PNC Bank, National Association · Lender record →
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- Atlas Accounting & Consulting, LLC in Pima, AZ — $265K (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
- $199K (75%)
- Approval → funding
- 9 days
- Approved
- 12/10/2025
- First disbursed
- 12/19/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $294K
- Est. down payment (10%)
- $29K
- Est. cash at closing
- $39K
- Monthly payment
- $3,393
- Annual debt service
- $41K
- Cash flow needed (1.25×)
- $51K
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 →
Your business? Claim this record · Request removal
- Biltmore Tax & Accounting LLC in Phoenix, AZ — $368K (2024) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $276K (75%)
- Approval → funding
- 26 days
- Approved
- 10/18/2023
- First disbursed
- 11/13/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $408K
- Est. down payment (10%)
- $41K
- Est. cash at closing
- $55K
- Monthly payment
- $5,010
- Annual debt service
- $60K
- Cash flow needed (1.25×)
- $75K
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 →
Your business? Claim this record · Request removal
- Lynn Shoemaker EA PLLC in Phoenix, AZ — $276K (2022) · purchase · Enterprise Bank & Trust
- Program
- Preferred Lenders Program
- Rate at approval
- 4.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $207K (75%)
- Approval → funding
- 9 days
- Approved
- 4/11/2022
- First disbursed
- 4/20/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $307K
- Est. down payment (10%)
- $31K
- Est. cash at closing
- $41K
- Monthly payment
- $2,830
- Annual debt service
- $34K
- Cash flow needed (1.25×)
- $42K
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 Enterprise Bank & Trust · Lender record →
Your business? Claim this record · Request removal
- KISER TAX LLC in Pheonix, AZ — $448K (2021) · purchase · Celtic Bank Corporation
- Program
- Preferred Lenders Program
- Rate at approval
- 5.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $403K (90%)
- Approval → funding
- 4 days
- Approved
- 2/24/2021
- First disbursed
- 2/28/2021
- Loan status
- Paid in full (6/30/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $497K
- Est. down payment (10%)
- $50K
- Est. cash at closing
- $67K
- Monthly payment
- $4,913
- Annual debt service
- $59K
- Cash flow needed (1.25×)
- $74K
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 Celtic Bank Corporation · Lender record →
Your business? Claim this record · Request removal
- Lunceford Enterprises LLC in Scottsdale, AZ — $2.6M (2020) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.9M (75%)
- Approval → funding
- 39 days
- Approved
- 11/22/2019
- First disbursed
- 12/31/2019
- Loan status
- Paid in full (1/31/2023)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 100
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $2.9M
- Est. down payment (10%)
- $287K
- Est. cash at closing
- $396K
- Monthly payment
- $30,684
- Annual debt service
- $368K
- Cash flow needed (1.25×)
- $460K
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 Byline Bank · Lender record →
Your business? Claim this record · Request removal
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DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to tax preparation services businesses with a Arizona project address.
Agent summary
How to finance a tax preparation services acquisition in Arizona with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Arizona deals. United Midwest Savings Bank National Association funds the most here. DealRoom is not a lender.
- $362K typical loan
- 5 lenders active in Arizona
- 6+ funded Arizona deals
- 9 days typical to fund
Buyers buying a tax preparation services in Arizona typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
- Sources: