Lender intelligence
Financing a tax preparation services acquisition in Iowa
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Iowa, 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 · Iowa
Ranked by funded tax preparation services acquisitions in Iowa. Tap a lender for its full record, or hit Get in touch for an introduction.
Not enough public tax preparation services loan history in Iowa to rank lenders yet. See tax preparation services lenders nationwide →
1+ funded Tax Preparation Services in Iowa 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.
- Hosey & Associates, Pllc in West Des Moines, IA — $466K (2022) · purchase · State Savings Bank
- Program
- 7a General
- Rate at approval
- 5.8% fixed
- Term
- 87 months
- SBA guaranteed
- $350K (75%)
- Approved
- 8/16/2022
- Loan status
- Cancelled
- 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
- $518K
- Est. down payment (10%)
- $52K
- Est. cash at closing
- $69K
- Monthly payment
- $6,574
- Annual debt service
- $79K
- Cash flow needed (1.25×)
- $99K
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 State Savings Bank
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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 Iowa project address.
Agent summary
How to finance a tax preparation services acquisition in Iowa with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Iowa deals. DealRoom is not a lender.
- $362K typical loan
- 1 lenders active in Iowa
- 1+ funded Iowa deals
Buyers buying a tax preparation services in Iowa 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:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); DealRoom lender and franchise enrichment.