Lender intelligence
Financing a tax preparation services acquisition in Maryland
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Maryland, 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 · Maryland
Ranked by funded tax preparation services acquisitions in Maryland. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.2,539 loans · $965M · Columbus, OHFull record →
- 2.1,296 loans · $1.4B · Wilmington, NCFull record →
3+ funded Tax Preparation Services in Maryland 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.
- On Point Tax Preparation, LLC in Parkville, MD — $300K (2024) · purchase · The Huntington National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $225K (75%)
- Approved
- 12/19/2023
- Loan status
- Committed
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $333K
- Est. down payment (10%)
- $33K
- Est. cash at closing
- $45K
- Monthly payment
- $4,175
- Annual debt service
- $50K
- Cash flow needed (1.25×)
- $63K
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 →
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- On Point Tax Preparation, LLC in Parkville, MD — $20K (2024) · purchase · The Huntington National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $10K (50%)
- Approved
- 12/15/2023
- Loan status
- Committed
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $22K
- Est. down payment (10%)
- $2K
- Est. cash at closing
- $3K
- Monthly payment
- $278
- Annual debt service
- $3K
- Cash flow needed (1.25×)
- $4K
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
- B. SPEER CPA, LLC in Frederick, MD — $495K (2021) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $371K (75%)
- Approval → funding
- 20 days
- Approved
- 12/15/2020
- First disbursed
- 1/4/2021
- 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
- $550K
- Est. down payment (10%)
- $55K
- Est. cash at closing
- $74K
- Monthly payment
- $5,372
- Annual debt service
- $64K
- 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
Financing a tax preparation services deal in Maryland? 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 Maryland project address.
Agent summary
How to finance a tax preparation services acquisition in Maryland with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Maryland deals. The Huntington National Bank funds the most here. DealRoom is not a lender.
- $362K typical loan
- 2 lenders active in Maryland
- 3+ funded Maryland deals
- 20 days typical to fund
Buyers buying a tax preparation services in Maryland 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: