Lender intelligence
Financing a tax preparation services acquisition in Missouri
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Missouri, 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 · Missouri
Ranked by funded tax preparation services acquisitions in Missouri. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1 loans · $2M · Manhattan, KSFull record →
- 2.15 loans · $15M · Houston, MOFull record →
- 3.12 loans · $12M · Pryor, OKFull record →
- 4.60 loans · $40M · Clayton, MOFull record →
- 5.1 loans · $1M · Springfield, MOFull record →
6+ funded Tax Preparation Services in Missouri 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.
- Bec Tax Advisors, LLC in Ozark, MO — $499K (2025) · purchase · Table Rock Community Bank
- Program
- 7a General
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $374K (75%)
- Approval → funding
- 3 days
- Approved
- 6/2/2025
- First disbursed
- 6/5/2025
- Loan status
- Current
- 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
- $554K
- Est. down payment (10%)
- $55K
- Est. cash at closing
- $74K
- Monthly payment
- $6,457
- Annual debt service
- $77K
- Cash flow needed (1.25×)
- $97K
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 Table Rock Community Bank
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- Shorwood LLC in Saint Peters, MO — $2.7M (2022) · purchase · The Bank of Houston
- Program
- 7a General
- Rate at approval
- 7.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.0M (75%)
- Approval → funding
- 0 days
- Approved
- 9/13/2022
- First disbursed
- 9/13/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 14
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $3.0M
- Est. down payment (10%)
- $302K
- Est. cash at closing
- $417K
- Monthly payment
- $31,933
- Annual debt service
- $383K
- Cash flow needed (1.25×)
- $479K
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 Bank of Houston · Lender record →
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- Guernsey Accounting, LLC in Kansas City, MO — $464K (2022) · purchase · Landmark National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $348K (75%)
- Approval → funding
- 8 days
- Approved
- 11/8/2021
- First disbursed
- 11/16/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $516K
- Est. down payment (10%)
- $52K
- Est. cash at closing
- $69K
- Monthly payment
- $5,151
- 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 Landmark National Bank · Lender record →
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- McAffrey Inc in Noel, MO — $894K (2021) · purchase · Midwest Regional Bank
- Program
- 7a General
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $671K (75%)
- Approval → funding
- 0 days
- Approved
- 12/9/2020
- First disbursed
- 12/9/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 35
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $993K
- Est. down payment (10%)
- $99K
- Est. cash at closing
- $136K
- Monthly payment
- $9,925
- Annual debt service
- $119K
- Cash flow needed (1.25×)
- $149K
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 Midwest Regional Bank · Lender record →
Your business? Claim this record · Request removal
- Fleming Advisors LLC in Kansas City, MO — $571K (2021) · purchase · First Pryority Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 4.75% fixed
- Term
- 61 months
- SBA guaranteed
- $285K (50%)
- Approval → funding
- 8 days
- Approved
- 12/23/2020
- First disbursed
- 12/31/2020
- Loan status
- Paid in full (7/31/2024)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $634K
- Est. down payment (10%)
- $63K
- Est. cash at closing
- $85K
- Monthly payment
- $10,545
- Annual debt service
- $127K
- Cash flow needed (1.25×)
- $158K
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 First Pryority Bank · Lender record →
Your business? Claim this record · Request removal
- Obregon & Associates LLC in Springfield, MO — $430K (2020) · purchase · Guaranty Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $323K (75%)
- Approval → funding
- 42 days
- Approved
- 12/20/2019
- First disbursed
- 1/31/2020
- Loan status
- Paid in full (4/30/2024)
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $478K
- Est. down payment (10%)
- $48K
- Est. cash at closing
- $64K
- Monthly payment
- $5,104
- Annual debt service
- $61K
- 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 Guaranty Bank · Lender record →
Your business? Claim this record · Request removal
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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 Missouri project address.
Agent summary
How to finance a tax preparation services acquisition in Missouri with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Missouri deals. Landmark National Bank funds the most here. DealRoom is not a lender.
- $362K typical loan
- 6 lenders active in Missouri
- 6+ funded Missouri deals
- 8 days typical to fund
Buyers buying a tax preparation services in Missouri 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: