Financing a tax preparation services acquisition in California

State:

The SBA 7(a) lenders funding the most tax preparation services acquisitions in California, 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 · California

Ranked by funded tax preparation services acquisitions in California. Tap a lender for its full record, or hit Get in touch for an introduction.

1.1,296 loans · $1.4B · Wilmington, NCFull record →
2.575 loans · $220M · De Graff, OHFull record →
3.2,539 loans · $965M · Columbus, OHFull record →
4.18 loans · $24M · Madison, WIFull record →

31+ funded Tax Preparation Services in California 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.

Tailwind Ventures LLC in Atascadero, CA — $1.5M (2026) · purchase · The Huntington National Bank
Program
Preferred Lenders Program
Rate at approval
8.15% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$1.1M (75%)
Approval → funding
18 days
Approved
12/15/2025
First disbursed
1/2/2026
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
25
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$1.7M
Est. down payment (10%)
$166K
Est. cash at closing
$228K
Monthly payment
$18,244
Annual debt service
$219K
Cash flow needed (1.25×)
$274K
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 The Huntington National Bank · Lender record →
Your business? Claim this record · Request removal
Yates & Family LLC in Capitola, CA — $721K (2026) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
8.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$541K (75%)
Approval → funding
33 days
Approved
1/2/2026
First disbursed
2/4/2026
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
3
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$801K
Est. down payment (10%)
$80K
Est. cash at closing
$110K
Monthly payment
$9,036
Annual debt service
$108K
Cash flow needed (1.25×)
$136K
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
TRAN CPAS INC. in Ladera Ranch, CA — $237K (2026) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9.49% variable
Term
120 mo (10 yrs)
SBA guaranteed
$178K (75%)
Approval → funding
8 days
Approved
11/13/2025
First disbursed
11/21/2025
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
$263K
Est. down payment (10%)
$26K
Est. cash at closing
$35K
Monthly payment
$3,065
Annual debt service
$37K
Cash flow needed (1.25×)
$46K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
Tailwind Ventures LLC in Atascadero, CA — $150K (2026) · purchase · The Huntington National Bank
Program
SBA Express Program
Subprogram
FA$TRK (Small Loan Express)
Rate at approval
9% variable
Term
120 mo (10 yrs)
SBA guaranteed
$75K (50%)
Approval → funding
22 days
Approved
12/15/2025
First disbursed
1/6/2026
Loan status
Current
Loan type
Revolving line
Collateral
Required
Business type
Corporation
Jobs supported
25
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$167K
Est. down payment (10%)
$17K
Est. cash at closing
$21K
Monthly payment
$1,900
Annual debt service
$23K
Cash flow needed (1.25×)
$29K
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 The Huntington National Bank · Lender record →
Your business? Claim this record · Request removal
Choi & Associates P.C. in San Diego, CA — $1.3M (2025) · purchase · First Business Bank
Program
Preferred Lenders Program
Rate at approval
10.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$961K (75%)
Approval → funding
20 days
Approved
11/19/2024
First disbursed
12/9/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
5
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$1.4M
Est. down payment (10%)
$142K
Est. cash at closing
$195K
Monthly payment
$17,465
Annual debt service
$210K
Cash flow needed (1.25×)
$262K
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 First Business Bank · Lender record →
Your business? Claim this record · Request removal
Pacific Tax and Financial Advisory Inc. in Sherman Oaks, CA — $720K (2025) · purchase · Celtic Bank Corporation
Program
Preferred Lenders Program
Rate at approval
9.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$540K (75%)
Approval → funding
24 days
Approved
9/16/2025
First disbursed
10/10/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
6
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$800K
Est. down payment (10%)
$80K
Est. cash at closing
$110K
Monthly payment
$9,218
Annual debt service
$111K
Cash flow needed (1.25×)
$138K
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
William Rogers Company, Inc. in San Diego, CA — $715K (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9% variable
Term
120 mo (10 yrs)
SBA guaranteed
$536K (75%)
Approval → funding
50 days
Approved
8/19/2025
First disbursed
10/8/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
8
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$794K
Est. down payment (10%)
$79K
Est. cash at closing
$109K
Monthly payment
$9,057
Annual debt service
$109K
Cash flow needed (1.25×)
$136K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
McPi Solution CPA Inc in Yorba Linda, CA — $608K (2025) · purchase · United Midwest Savings Bank National Association
Program
Preferred Lenders Program
Rate at approval
10% variable
Term
120 mo (10 yrs)
SBA guaranteed
$456K (75%)
Approval → funding
12 days
Approved
12/26/2024
First disbursed
1/7/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
3
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$676K
Est. down payment (10%)
$68K
Est. cash at closing
$90K
Monthly payment
$8,035
Annual debt service
$96K
Cash flow needed (1.25×)
$121K
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
CKM FINANCIAL SERVICES, INC in Santa Monica, CA — $575K (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$431K (75%)
Approval → funding
10 days
Approved
9/5/2025
First disbursed
9/15/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
8
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$639K
Est. down payment (10%)
$64K
Est. cash at closing
$85K
Monthly payment
$7,362
Annual debt service
$88K
Cash flow needed (1.25×)
$110K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
Valerie Deike CPA in San Francisco, CA — $522K (2025) · purchase · BMO Bank National Association
Program
Preferred Lenders Program
Rate at approval
7.22% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$392K (75%)
Approval → funding
29 days
Approved
8/12/2025
First disbursed
9/10/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Individual
Jobs supported
1
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$580K
Est. down payment (10%)
$58K
Est. cash at closing
$78K
Monthly payment
$6,124
Annual debt service
$73K
Cash flow needed (1.25×)
$92K
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 BMO Bank National Association · Lender record →
Your business? Claim this record · Request removal
Ellerra LLC in Palo Alto, CA — $500K (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9.49% variable
Term
120 mo (10 yrs)
SBA guaranteed
$375K (75%)
Approval → funding
4 days
Approved
10/28/2024
First disbursed
11/1/2024
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
$556K
Est. down payment (10%)
$56K
Est. cash at closing
$74K
Monthly payment
$6,467
Annual debt service
$78K
Cash flow needed (1.25×)
$97K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
WCH ACQ, LLC in Tustin, CA — $500K (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
10.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$375K (75%)
Approval → funding
8 days
Approved
1/7/2025
First disbursed
1/15/2025
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
35
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$556K
Est. down payment (10%)
$56K
Est. cash at closing
$74K
Monthly payment
$6,747
Annual debt service
$81K
Cash flow needed (1.25×)
$101K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
My Virtual Tax Shop LLC in Jurupa Valley, CA — $465K (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
11% variable
Term
120 mo (10 yrs)
SBA guaranteed
$349K (75%)
Approval → funding
7 days
Approved
10/30/2024
First disbursed
11/6/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
6
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$517K
Est. down payment (10%)
$52K
Est. cash at closing
$69K
Monthly payment
$6,405
Annual debt service
$77K
Cash flow needed (1.25×)
$96K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
Pacific Accountancy and Advisory, PC in Simi Valley, CA — $395K (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
10.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$296K (75%)
Approval → funding
19 days
Approved
12/27/2024
First disbursed
1/15/2025
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
$439K
Est. down payment (10%)
$44K
Est. cash at closing
$59K
Monthly payment
$5,385
Annual debt service
$65K
Cash flow needed (1.25×)
$81K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
LEAL ACCOUNTING & TAX LLC in Eureka, CA — $345K (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
12.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$259K (75%)
Approval → funding
9 days
Approved
10/29/2024
First disbursed
11/7/2024
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
$383K
Est. down payment (10%)
$38K
Est. cash at closing
$51K
Monthly payment
$5,050
Annual debt service
$61K
Cash flow needed (1.25×)
$76K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
CKM FINANCIAL SERVICES, INC in Santa Monica, CA — $150K (2025) · purchase · Live Oak Banking Company
Program
SBA Express Program
Subprogram
FA$TRK (Small Loan Express)
Rate at approval
9.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$75K (50%)
Approval → funding
10 days
Approved
9/5/2025
First disbursed
9/15/2025
Loan status
Current
Loan type
Revolving line
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
$167K
Est. down payment (10%)
$17K
Est. cash at closing
$21K
Monthly payment
$1,920
Annual debt service
$23K
Cash flow needed (1.25×)
$29K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
CFOmate, Inc. in Whittier, CA — $1.4M (2024) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
10.27% variable
Term
120 mo (10 yrs)
SBA guaranteed
$1.1M (75%)
Approval → funding
6 days
Approved
10/28/2023
First disbursed
11/3/2023
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
1
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$1.6M
Est. down payment (10%)
$158K
Est. cash at closing
$216K
Monthly payment
$18,945
Annual debt service
$227K
Cash flow needed (1.25×)
$284K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
Tax Pros Plus in San Clemente, CA — $761K (2024) · purchase · Mission Valley Bank
Program
Preferred Lenders Program
Rate at approval
11.25% variable
Term
120 mo (10 yrs)
SBA guaranteed
$571K (75%)
Approval → funding
48 days
Approved
11/11/2023
First disbursed
12/29/2023
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
7
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$845K
Est. down payment (10%)
$85K
Est. cash at closing
$116K
Monthly payment
$10,587
Annual debt service
$127K
Cash flow needed (1.25×)
$159K
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 Mission Valley Bank · Lender record →
Your business? Claim this record · Request removal
SNAP ADVISORY INC. in San Jose, CA — $655K (2024) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
10.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$491K (75%)
Approval → funding
15 days
Approved
11/2/2023
First disbursed
11/17/2023
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
$728K
Est. down payment (10%)
$73K
Est. cash at closing
$97K
Monthly payment
$8,838
Annual debt service
$106K
Cash flow needed (1.25×)
$133K
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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
JS CPA Inc in Campbell, CA — $423K (2024) · purchase · U.S. Bank, National Association
Program
Preferred Lenders Program
Rate at approval
8.92% variable
Term
120 mo (10 yrs)
SBA guaranteed
$317K (75%)
Approval → funding
20 days
Approved
8/15/2024
First disbursed
9/4/2024
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
2
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$470K
Est. down payment (10%)
$47K
Est. cash at closing
$63K
Monthly payment
$5,344
Annual debt service
$64K
Cash flow needed (1.25×)
$80K
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 U.S. Bank, National Association · Lender record →
Your business? Claim this record · Request removal

Financing a tax preparation services deal in California? Start with the right lender

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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 California project address.

Agent summary

How to finance a tax preparation services acquisition in California with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded California deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.

$362K typical loan
10 lenders active in California
31+ funded California deals
18 days typical to fund

Buyers buying a tax preparation services in California typically pre-qualify, then ask DealRoom to introduce a lender active here — free for buyers; agents submit a consented lead via the DealRoom MCP.

Next steps

Pre-qualify this deal Talk to a loan broker All tax preparation services lenders

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-16.
Sources:

Financing a tax preparation services acquisition in California

Most active in tax preparation services · California

31+ funded Tax Preparation Services in California deals

Agent summary

Deal economics— what it takes to buy & finance tax preparation services in California