Lender intelligence
Financing a tax preparation services acquisition in North Carolina
The SBA 7(a) lenders funding the most tax preparation services acquisitions in North Carolina, 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 · North Carolina
Ranked by funded tax preparation services acquisitions in North Carolina. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.46 loans · $47M · Asheville, NCFull record →
- 3.20 loans · $8M · Saint Petersburg, FLFull record →
- 4.24 loans · $21M · Raleigh, NCFull record →
8+ funded Tax Preparation Services in North Carolina 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.
- Emerald Tax & Accounting Solutions, LLC in Asheboro, NC — $473K (2026) · purchase · BayFirst National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $354K (75%)
- Approval → funding
- 27 days
- Approved
- 12/4/2025
- First disbursed
- 12/31/2025
- Loan status
- Paid in full (2/28/2026)
- 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
- $525K
- Est. down payment (10%)
- $53K
- Est. cash at closing
- $70K
- Monthly payment
- $6,244
- Annual debt service
- $75K
- Cash flow needed (1.25×)
- $94K
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 BayFirst National Bank · Lender record →
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- RPS Accounting & Tax PC in Wilmington, NC — $300K (2025) · purchase · North State Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 10.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $225K (75%)
- Approval → funding
- 33 days
- Approved
- 12/20/2024
- First disbursed
- 1/22/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- 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
- $4,048
- Annual debt service
- $49K
- Cash flow needed (1.25×)
- $61K
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 North State Bank · Lender record →
Your business? Claim this record · Request removal
- Bry Tax LLC in Charlotte, NC — $2.1M (2023) · purchase · HomeTrust Bank
- Program
- 7a General
- Rate at approval
- 8.75% variable
- Term
- 99 months
- SBA guaranteed
- $1.6M (75%)
- Approval → funding
- 8 days
- Approved
- 11/7/2022
- First disbursed
- 11/15/2022
- Loan status
- In workout — SBA bought the guarantee
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 57
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $2.3M
- Est. down payment (10%)
- $233K
- Est. cash at closing
- $321K
- Monthly payment
- $29,856
- Annual debt service
- $358K
- Cash flow needed (1.25×)
- $448K
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 HomeTrust Bank · Lender record →
Your business? Claim this record · Request removal
- Cape Fear Regional Tax Consultants, LLC in Wilmington, NC — $971K (2023) · purchase · HomeTrust Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 8.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $728K (75%)
- Approval → funding
- 5 days
- Approved
- 10/26/2022
- First disbursed
- 10/31/2022
- Loan status
- Paid in full (11/30/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $1.1M
- Est. down payment (10%)
- $108K
- Est. cash at closing
- $148K
- Monthly payment
- $12,039
- Annual debt service
- $144K
- Cash flow needed (1.25×)
- $181K
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 HomeTrust Bank · Lender record →
Your business? Claim this record · Request removal
- P&C ACCOUNTING AND TAX LLC in Shallotte, NC — $670K (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 119 months
- SBA guaranteed
- $503K (75%)
- Approval → funding
- 12 days
- Approved
- 1/26/2023
- First disbursed
- 2/7/2023
- Loan status
- In liquidation
- 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
- $744K
- Est. down payment (10%)
- $74K
- Est. cash at closing
- $100K
- Monthly payment
- $8,898
- Annual debt service
- $107K
- Cash flow needed (1.25×)
- $133K
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
- Allison Bookkeeping & Tax in Concord, NC — $215K (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $161K (75%)
- Approval → funding
- 12 days
- Approved
- 1/6/2023
- First disbursed
- 1/18/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $239K
- Est. down payment (10%)
- $24K
- Est. cash at closing
- $32K
- Monthly payment
- $2,871
- Annual debt service
- $34K
- Cash flow needed (1.25×)
- $43K
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
- PI TAX PREP LLC in Charlotte, NC — $1.4M (2020) · purchase · HomeTrust Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 34 days
- Approved
- 8/27/2020
- First disbursed
- 9/30/2020
- Loan status
- Paid in full (2/28/2025)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $1.6M
- Est. down payment (10%)
- $157K
- Est. cash at closing
- $216K
- Monthly payment
- $15,348
- Annual debt service
- $184K
- Cash flow needed (1.25×)
- $230K
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 HomeTrust Bank · Lender record →
Your business? Claim this record · Request removal
- Tall Oak Tax Services, LLC in Raleigh, NC — $1.1M (2020) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $855K (75%)
- Approval → funding
- 14 days
- Approved
- 9/16/2020
- First disbursed
- 9/30/2020
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $1.3M
- Est. down payment (10%)
- $127K
- Est. cash at closing
- $174K
- Monthly payment
- $12,656
- Annual debt service
- $152K
- Cash flow needed (1.25×)
- $190K
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 Byline 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 North Carolina project address.
Agent summary
How to finance a tax preparation services acquisition in North Carolina with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded North Carolina deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $362K typical loan
- 5 lenders active in North Carolina
- 8+ funded North Carolina deals
- 14 days typical to fund
Buyers buying a tax preparation services in North Carolina 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.