Lender intelligence
Financing a tax preparation services acquisition in Georgia
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Georgia, 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 · Georgia
Ranked by funded tax preparation services acquisitions in Georgia. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.2,539 loans · $965M · Columbus, OHFull record →
- 2.105 loans · $51M · Fitzgerald, GAFull record →
- 3.46 loans · $47M · Asheville, NCFull record →
4+ funded Tax Preparation Services in Georgia 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.
- Lemonade Stand Accounting LLC in Chamblee, GA — $1.2M (2025) · purchase · The Huntington National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $929K (75%)
- Approved
- 9/29/2025
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 7
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $1.4M
- Est. down payment (10%)
- $138K
- Est. cash at closing
- $189K
- Monthly payment
- $16,189
- Annual debt service
- $194K
- Cash flow needed (1.25×)
- $243K
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
- RG Tax Enterprises LLC in Columbus, GA — $371K (2024) · purchase · Colony Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $278K (75%)
- Approval → funding
- 97 days
- Approved
- 8/20/2024
- First disbursed
- 11/25/2024
- 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
- $412K
- Est. down payment (10%)
- $41K
- Est. cash at closing
- $55K
- Monthly payment
- $5,160
- Annual debt service
- $62K
- Cash flow needed (1.25×)
- $77K
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 Colony Bank · Lender record →
Your business? Claim this record · Request removal
- William Paul Holdings, LLC in Macon, GA — $1.4M (2022) · purchase · HomeTrust Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 10 days
- Approved
- 11/22/2021
- First disbursed
- 12/2/2021
- 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
- $1.6M
- Est. down payment (10%)
- $158K
- Est. cash at closing
- $217K
- Monthly payment
- $15,423
- Annual debt service
- $185K
- Cash flow needed (1.25×)
- $231K
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 HomeTrust Bank · Lender record →
Your business? Claim this record · Request removal
- FRONTIER TAXWORKS LLC in Rincon, GA — $448K (2020) · purchase · TD Bank, National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 5.25% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $336K (75%)
- Approval → funding
- 49 days
- Approved
- 11/12/2019
- First disbursed
- 12/31/2019
- Loan status
- Paid in full (9/30/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 12
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $498K
- Est. down payment (10%)
- $50K
- Est. cash at closing
- $67K
- Monthly payment
- $4,807
- Annual debt service
- $58K
- Cash flow needed (1.25×)
- $72K
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 TD Bank, National Association · Lender record →
Your business? Claim this record · Request removal
Financing a tax preparation services deal in Georgia? Start with the right lender
We'll point you to the SBA lenders already funding your industry in your state — and help you make them compete on rate and speed.
Free · No documents · Usually same-day
DealRoom analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to tax preparation services businesses with a Georgia project address.
Agent summary
How to finance a tax preparation services acquisition in Georgia with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Georgia deals. The Huntington National Bank funds the most here. DealRoom is not a lender.
- $362K typical loan
- 4 lenders active in Georgia
- 4+ funded Georgia deals
- 49 days typical to fund
Buyers buying a tax preparation services in Georgia 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: