Lender intelligence
Financing a tax preparation services acquisition in Ohio
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Ohio, 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 · Ohio
Ranked by funded tax preparation services acquisitions in Ohio. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.2,539 loans · $965M · Columbus, OHFull record →
- 2.168 loans · $205M · Fishers, INFull record →
- 3.18 loans · $24M · Madison, WIFull record →
8+ funded Tax Preparation Services in Ohio 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.
- CRESTWOOD TAX & ADVISORY LLC in Newark, OH — $1.1M (2026) · purchase · First Internet Bank of Indiana
- Program
- Preferred Lenders Program
- Rate at approval
- 9.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $827K (75%)
- Approved
- 2/23/2026
- Loan status
- Committed
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Partnership
- Jobs supported
- 6
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $1.2M
- Est. down payment (10%)
- $123K
- Est. cash at closing
- $168K
- Monthly payment
- $14,122
- Annual debt service
- $169K
- Cash flow needed (1.25×)
- $212K
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 Internet Bank of Indiana · Lender record →
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- JSL Accounting and Tax LLC in North Canton, OH — $560K (2025) · purchase · The Huntington National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $420K (75%)
- Approval → funding
- 86 days
- Approved
- 4/30/2025
- First disbursed
- 7/25/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $622K
- Est. down payment (10%)
- $62K
- Est. cash at closing
- $83K
- Monthly payment
- $7,323
- Annual debt service
- $88K
- Cash flow needed (1.25×)
- $110K
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
- JSL Accounting and Tax LLC in North Canton, OH — $50K (2025) · purchase · The Huntington National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $25K (50%)
- Approval → funding
- 273 days
- Approved
- 4/30/2025
- First disbursed
- 1/28/2026
- Loan status
- Current
- Loan type
- Revolving line
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 4
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $56K
- Est. down payment (10%)
- $6K
- Est. cash at closing
- $7K
- Monthly payment
- $654
- Annual debt service
- $8K
- Cash flow needed (1.25×)
- $10K
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
- VFP Tax Services LLC in Montgomery, OH — $500K (2024) · purchase · First Business Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $375K (75%)
- Approval → funding
- 31 days
- Approved
- 11/14/2023
- First disbursed
- 12/15/2023
- Loan status
- Current
- 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
- $556K
- Est. down payment (10%)
- $56K
- Est. cash at closing
- $74K
- Monthly payment
- $6,958
- Annual debt service
- $84K
- Cash flow needed (1.25×)
- $104K
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 Business Bank · Lender record →
Your business? Claim this record · Request removal
- Quest Group Operations LLC in Caldwell, OH — $735K (2023) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $551K (75%)
- Approval → funding
- 9 days
- Approved
- 4/25/2023
- First disbursed
- 5/4/2023
- Loan status
- In liquidation
- 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
- $817K
- Est. down payment (10%)
- $82K
- Est. cash at closing
- $112K
- Monthly payment
- $9,713
- Annual debt service
- $117K
- Cash flow needed (1.25×)
- $146K
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
- JFM BUSINESS SERVICES LLC in Salem, OH — $124K (2021) · purchase · Consumers National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 3.75% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $105K (85%)
- Approval → funding
- 8 days
- Approved
- 1/6/2021
- First disbursed
- 1/14/2021
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $138K
- Est. down payment (10%)
- $14K
- Est. cash at closing
- $18K
- Monthly payment
- $1,241
- Annual debt service
- $15K
- Cash flow needed (1.25×)
- $19K
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 Consumers National Bank · Lender record →
Your business? Claim this record · Request removal
- Russ & Associates Accounting Services LLC in Newark, OH — $108K (2021) · purchase · The Huntington National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $92K (85%)
- Approval → funding
- 36 days
- Approved
- 11/22/2020
- First disbursed
- 12/28/2020
- Loan status
- Paid in full (7/31/2022)
- Loan type
- Term loan
- Collateral
- Not required
- Business type
- Corporation
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $120K
- Est. down payment (10%)
- $12K
- Est. cash at closing
- $15K
- Monthly payment
- $1,199
- Annual debt service
- $14K
- Cash flow needed (1.25×)
- $18K
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
- MPKD, Inc. in Springfield, OH — $402K (2020) · purchase · German American Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $302K (75%)
- Approval → funding
- 47 days
- Approved
- 11/14/2019
- First disbursed
- 12/31/2019
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 12
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $447K
- Est. down payment (10%)
- $45K
- Est. cash at closing
- $60K
- Monthly payment
- $4,616
- Annual debt service
- $55K
- Cash flow needed (1.25×)
- $69K
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 German American 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 Ohio project address.
Agent summary
How to finance a tax preparation services acquisition in Ohio with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Ohio deals. The Huntington National Bank funds the most here. DealRoom is not a lender.
- $362K typical loan
- 6 lenders active in Ohio
- 8+ funded Ohio deals
- 36 days typical to fund
Buyers buying a tax preparation services in Ohio 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: