Lender intelligence
Financing a tax preparation services acquisition in Massachusetts
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Massachusetts, 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 · Massachusetts
Ranked by funded tax preparation services acquisitions in Massachusetts. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.72 loans · $22M · Rockland, MAFull record →
3+ funded Tax Preparation Services in Massachusetts 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.
- Jaffe, Yaffe, & Feingold P.C. in Worcester, MA — $605K (2025) · purchase · Rockland Trust Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6.74% fixed
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $454K (75%)
- Approval → funding
- 26 days
- Approved
- 12/4/2024
- First disbursed
- 12/30/2024
- Loan status
- Current
- Loan type
- Term loan
- 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
- $672K
- Est. down payment (10%)
- $67K
- Est. cash at closing
- $90K
- Monthly payment
- $9,054
- 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 Rockland Trust Company · Lender record →
Your business? Claim this record · Request removal
- Jaffe, Yaffe, & Feingold P.C. in Worcester, MA — $250K (2025) · purchase · Rockland Trust Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $125K (50%)
- Approval → funding
- 61 days
- Approved
- 12/6/2024
- First disbursed
- 2/5/2025
- 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
- $278K
- Est. down payment (10%)
- $28K
- Est. cash at closing
- $37K
- Monthly payment
- $3,269
- Annual debt service
- $39K
- Cash flow needed (1.25×)
- $49K
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 Rockland Trust Company · Lender record →
Your business? Claim this record · Request removal
- P & S Tax Prep Partners in Lynn, MA — $200K (2020) · purchase · Salem Five Cents Savings Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 3.85% fixed
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $150K (75%)
- Approved
- 6/23/2020
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Partnership
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $222K
- Est. down payment (10%)
- $22K
- Est. cash at closing
- $30K
- Monthly payment
- $2,717
- Annual debt service
- $33K
- Cash flow needed (1.25×)
- $41K
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 Salem Five Cents Savings Bank · Lender record →
Your business? Claim this record · Request removal
Financing a tax preparation services deal in Massachusetts? 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 Massachusetts project address.
Agent summary
How to finance a tax preparation services acquisition in Massachusetts with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Massachusetts deals. Rockland Trust Company funds the most here. DealRoom is not a lender.
- $362K typical loan
- 2 lenders active in Massachusetts
- 3+ funded Massachusetts deals
- 61 days typical to fund
Buyers buying a tax preparation services in Massachusetts 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: