Lender intelligence
Financing a tax preparation services acquisition in Indiana
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Indiana, 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 · Indiana
Ranked by funded tax preparation services acquisitions in Indiana. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.116 loans · $120M · Evansville, INFull record →
4+ funded Tax Preparation Services in Indiana 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.
- Bennett & Neilson Tax in Mooresville, IN — $290K (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.94% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $218K (75%)
- Approval → funding
- 14 days
- Approved
- 12/23/2022
- First disbursed
- 1/6/2023
- 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
- $322K
- Est. down payment (10%)
- $32K
- Est. cash at closing
- $43K
- Monthly payment
- $3,664
- Annual debt service
- $44K
- Cash flow needed (1.25×)
- $55K
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
- Bennett & Neilson Tax in Indianapolis, IN — $285K (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 8.94% variable
- Term
- 195 months
- SBA guaranteed
- $214K (75%)
- Approval → funding
- 3 days
- Approved
- 12/20/2022
- First disbursed
- 12/23/2022
- 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
- $317K
- Est. down payment (10%)
- $32K
- Est. cash at closing
- $42K
- Monthly payment
- $2,776
- Annual debt service
- $33K
- 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 Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
- TaxMegan, Inc in Bloomington, IN — $388K (2022) · purchase · Old National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 4.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $291K (75%)
- Approval → funding
- 6 days
- Approved
- 11/16/2021
- First disbursed
- 11/22/2021
- 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
- $431K
- Est. down payment (10%)
- $43K
- Est. cash at closing
- $58K
- Monthly payment
- $4,069
- Annual debt service
- $49K
- Cash flow needed (1.25×)
- $61K
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 Old National Bank · Lender record →
Your business? Claim this record · Request removal
- TaxMegan, Inc in Bloomington, IN — $100K (2022) · purchase · Old National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 4.25% variable
- Term
- 60 mo (5 yrs)
- SBA guaranteed
- $50K (50%)
- Approval → funding
- 6 days
- Approved
- 11/16/2021
- First disbursed
- 11/22/2021
- 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
- $111K
- Est. down payment (10%)
- $11K
- Est. cash at closing
- $14K
- Monthly payment
- $1,853
- Annual debt service
- $22K
- Cash flow needed (1.25×)
- $28K
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 Old National Bank · Lender record →
Your business? Claim this record · Request removal
Financing a tax preparation services deal in Indiana? 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 Indiana project address.
Agent summary
How to finance a tax preparation services acquisition in Indiana with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Indiana deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $362K typical loan
- 2 lenders active in Indiana
- 4+ funded Indiana deals
- 6 days typical to fund
Buyers buying a tax preparation services in Indiana 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: