Lender intelligence
Financing a tax preparation services acquisition in New Jersey
The SBA 7(a) lenders funding the most tax preparation services acquisitions in New Jersey, 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 · New Jersey
Ranked by funded tax preparation services acquisitions in New Jersey. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.51 loans · $52M · Fuquay Varina, NCFull record →
3+ funded Tax Preparation Services in New Jersey 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.
- Ferrara Tax Group LLC in Robbinsville, NJ — $404K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10.24% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $303K (75%)
- Approval → funding
- 37 days
- Approved
- 12/23/2024
- First disbursed
- 1/29/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $449K
- Est. down payment (10%)
- $45K
- Est. cash at closing
- $60K
- Monthly payment
- $5,393
- Annual debt service
- $65K
- 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 →
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- SRDA Tax Prep, LLC in Basking Ridge, NJ — $150K (2025) · purchase · The Fidelity Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $75K (50%)
- Approved
- 10/21/2024
- Loan status
- Cancelled
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 11
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $167K
- Est. down payment (10%)
- $17K
- Est. cash at closing
- $21K
- Monthly payment
- $1,982
- Annual debt service
- $24K
- Cash flow needed (1.25×)
- $30K
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 Fidelity Bank · Lender record →
Your business? Claim this record · Request removal
- SHERMAN CPA PC in Brick, NJ — $898K (2021) · purchase · Beacon Bank and Trust
- Program
- Preferred Lenders Program
- Rate at approval
- 5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $808K (90%)
- Approval → funding
- 10 days
- Approved
- 2/22/2021
- First disbursed
- 3/4/2021
- Loan status
- Paid in full (4/30/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $998K
- Est. down payment (10%)
- $100K
- Est. cash at closing
- $137K
- Monthly payment
- $9,525
- Annual debt service
- $114K
- Cash flow needed (1.25×)
- $143K
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 Beacon Bank and Trust · 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 New Jersey project address.
Agent summary
How to finance a tax preparation services acquisition in New Jersey with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded New Jersey deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $362K typical loan
- 3 lenders active in New Jersey
- 3+ funded New Jersey deals
- 37 days typical to fund
Buyers buying a tax preparation services in New Jersey 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: