Lender intelligence
Financing a tax preparation services acquisition in Oregon
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Oregon, 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 · Oregon
Ranked by funded tax preparation services acquisitions in Oregon. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.46 loans · $25M · Richland, WAFull record →
- 2.1,296 loans · $1.4B · Wilmington, NCFull record →
- 3.104 loans · $100M · Portsmouth, VAFull record →
6+ funded Tax Preparation Services in Oregon 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.
- Mary Artz Tax & Business Services Inc in Stayton, OR — $1.1M (2026) · purchase · Gesa CU
- Program
- Preferred Lenders Program
- Rate at approval
- 8.25% variable
- Term
- 168 mo (14 yrs)
- SBA guaranteed
- $848K (75%)
- Approved
- 3/3/2026
- Loan status
- Committed
- Loan type
- Term loan
- Collateral
- 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
- $1.3M
- Est. down payment (10%)
- $126K
- Est. cash at closing
- $172K
- Monthly payment
- $11,373
- Annual debt service
- $136K
- Cash flow needed (1.25×)
- $171K
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 Gesa CU · Lender record →
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- DSDZ Oregon Acquisitions, LLC in Tigard, OR — $868K (2026) · purchase · TowneBank
- Program
- Preferred Lenders Program
- Rate at approval
- 9% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $651K (75%)
- Approval → funding
- 14 days
- Approved
- 1/6/2026
- First disbursed
- 1/20/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 30
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $964K
- Est. down payment (10%)
- $96K
- Est. cash at closing
- $132K
- Monthly payment
- $10,995
- Annual debt service
- $132K
- Cash flow needed (1.25×)
- $165K
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 TowneBank · Lender record →
Your business? Claim this record · Request removal
- Mary Artz Tax & Business Services Inc in Stayton, OR — $25K (2026) · purchase · Gesa CU
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $13K (50%)
- Approved
- 3/3/2026
- Loan status
- Committed
- Loan type
- Revolving line
- Collateral
- 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
- $28K
- Est. down payment (10%)
- $3K
- Est. cash at closing
- $4K
- Monthly payment
- $327
- Annual debt service
- $4K
- Cash flow needed (1.25×)
- $5K
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 Gesa CU · Lender record →
Your business? Claim this record · Request removal
- Wolfe Advisors Lake Oswego LLC in Oregon City, OR — $675K (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $506K (75%)
- Approved
- 8/13/2025
- Loan status
- Cancelled
- 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
- $750K
- Est. down payment (10%)
- $75K
- Est. cash at closing
- $100K
- Monthly payment
- $8,734
- Annual debt service
- $105K
- Cash flow needed (1.25×)
- $131K
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
- WOLFE ADVISORS in Oregon City, OR — $75K (2025) · purchase · Live Oak Banking Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $38K (50%)
- Approved
- 8/12/2025
- Loan status
- Cancelled
- Loan type
- Revolving line
- 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
- $83K
- Est. down payment (10%)
- $8K
- Est. cash at closing
- $11K
- Monthly payment
- $970
- Annual debt service
- $12K
- Cash flow needed (1.25×)
- $15K
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
- Hope Loose Tax Inc in Oregon City, OR — $1.3M (2022) · purchase · Embold Federal Credit Union
- Program
- 7a General
- Rate at approval
- 5.2% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $996K (75%)
- Approval → funding
- 19 days
- Approved
- 11/21/2021
- First disbursed
- 12/10/2021
- Loan status
- In liquidation
- Loan type
- Term loan
- 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
- $1.5M
- Est. down payment (10%)
- $148K
- Est. cash at closing
- $202K
- Monthly payment
- $14,214
- Annual debt service
- $171K
- Cash flow needed (1.25×)
- $213K
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 Embold Federal Credit Union
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 Oregon project address.
Agent summary
How to finance a tax preparation services acquisition in Oregon with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Oregon deals. Gesa CU funds the most here. DealRoom is not a lender.
- $362K typical loan
- 4 lenders active in Oregon
- 6+ funded Oregon deals
- 19 days typical to fund
Buyers buying a tax preparation services in Oregon 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: