Lender intelligence
Financing a tax preparation services acquisition in Pennsylvania
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Pennsylvania, 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 · Pennsylvania
Ranked by funded tax preparation services acquisitions in Pennsylvania. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.575 loans · $220M · De Graff, OHFull record →
- 2.2,539 loans · $965M · Columbus, OHFull record →
11+ funded Tax Preparation Services in Pennsylvania 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.
- Benjamin Mcpherson CPA LLC in Butler, PA — $425K (2025) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $318K (75%)
- Approved
- 8/19/2025
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $472K
- Est. down payment (10%)
- $47K
- Est. cash at closing
- $63K
- Monthly payment
- $3,709
- Annual debt service
- $45K
- Cash flow needed (1.25×)
- $56K
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 United Midwest Savings Bank National Association · Lender record →
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- Benjamin Mcpherson CPA LLC in Butler, PA — $348K (2025) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $261K (75%)
- Approved
- 7/15/2025
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 2
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $387K
- Est. down payment (10%)
- $39K
- Est. cash at closing
- $52K
- Monthly payment
- $4,503
- Annual debt service
- $54K
- Cash flow needed (1.25×)
- $68K
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 United Midwest Savings Bank National Association · Lender record →
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- Archway Accounting PLLC in Philadelphia, PA — $490K (2024) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $368K (75%)
- Approval → funding
- 11 days
- Approved
- 12/22/2023
- First disbursed
- 1/2/2024
- 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
- $544K
- Est. down payment (10%)
- $54K
- Est. cash at closing
- $73K
- Monthly payment
- $6,681
- Annual debt service
- $80K
- Cash flow needed (1.25×)
- $100K
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
- John Craig Bookkeeping and Tax Preparation LLC in Canonsburg, PA — $360K (2024) · purchase · The Huntington National Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $270K (75%)
- Approval → funding
- 30 days
- Approved
- 3/25/2024
- First disbursed
- 4/24/2024
- 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
- $400K
- Est. down payment (10%)
- $40K
- Est. cash at closing
- $54K
- Monthly payment
- $5,010
- Annual debt service
- $60K
- Cash flow needed (1.25×)
- $75K
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
- Archway Accounting PLLC in Philadelphia, PA — $349K (2024) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $262K (75%)
- Approval → funding
- 8 days
- Approved
- 11/22/2023
- First disbursed
- 11/30/2023
- 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
- $388K
- Est. down payment (10%)
- $39K
- Est. cash at closing
- $52K
- Monthly payment
- $4,758
- Annual debt service
- $57K
- Cash flow needed (1.25×)
- $71K
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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
- John Craig Bookkeeping and Tax Preparation LLC in Canonsburg, PA — $25K (2024) · purchase · The Huntington National Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 11.25% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $13K (50%)
- Approval → funding
- 134 days
- Approved
- 3/25/2024
- First disbursed
- 8/6/2024
- Loan status
- Current
- Loan type
- Revolving line
- 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
- $28K
- Est. down payment (10%)
- $3K
- Est. cash at closing
- $4K
- Monthly payment
- $348
- 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 The Huntington National Bank · Lender record →
Your business? Claim this record · Request removal
- NLBS Co. in Nazareth, PA — $519K (2022) · purchase · PNC Bank, National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 4.25% fixed
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $389K (75%)
- Approval → funding
- 6 days
- Approved
- 2/8/2022
- First disbursed
- 2/14/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 16
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $576K
- Est. down payment (10%)
- $58K
- Est. cash at closing
- $77K
- Monthly payment
- $5,312
- Annual debt service
- $64K
- Cash flow needed (1.25×)
- $80K
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 PNC Bank, National Association · Lender record →
Your business? Claim this record · Request removal
- ARCPA LLC in Ridley Park, PA — $320K (2022) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.95% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $240K (75%)
- Approval → funding
- 12 days
- Approved
- 1/19/2022
- First disbursed
- 1/31/2022
- Loan status
- Paid in full (12/31/2022)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 10
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $356K
- Est. down payment (10%)
- $36K
- Est. cash at closing
- $48K
- Monthly payment
- $3,545
- Annual debt service
- $43K
- Cash flow needed (1.25×)
- $53K
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
- HIEPLER FINANCIAL GROUP LLC in Elizabethtown, PA — $267K (2022) · purchase · First National Bank of Pennsylvania
- Program
- Preferred Lenders Program
- Rate at approval
- 5.95% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $200K (75%)
- Approval → funding
- 17 days
- Approved
- 1/18/2022
- First disbursed
- 2/4/2022
- 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
- $297K
- Est. down payment (10%)
- $30K
- Est. cash at closing
- $40K
- Monthly payment
- $2,960
- Annual debt service
- $36K
- Cash flow needed (1.25×)
- $44K
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 National Bank of Pennsylvania · Lender record →
Your business? Claim this record · Request removal
- HIEPLER FINANCIAL GROUP LLC in Elizabethtown, PA — $50K (2022) · purchase · First National Bank of Pennsylvania
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $25K (50%)
- Approval → funding
- 21 days
- Approved
- 1/10/2022
- First disbursed
- 1/31/2022
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Not 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
- $555
- Annual debt service
- $7K
- Cash flow needed (1.25×)
- $8K
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 National Bank of Pennsylvania · Lender record →
Your business? Claim this record · Request removal
- True Advisory Goup LLC in York, PA — $56K (2020) · purchase · Orrstown Bank
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 6% fixed
- Term
- 60 mo (5 yrs)
- SBA guaranteed
- $28K (50%)
- Approval → funding
- 15 days
- Approved
- 6/16/2020
- First disbursed
- 7/1/2020
- Loan status
- Paid in full (1/31/2024)
- 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
- $62K
- Est. down payment (10%)
- $6K
- Est. cash at closing
- $8K
- Monthly payment
- $1,083
- Annual debt service
- $13K
- Cash flow needed (1.25×)
- $16K
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 Orrstown 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 Pennsylvania project address.
Agent summary
How to finance a tax preparation services acquisition in Pennsylvania with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Pennsylvania deals. United Midwest Savings Bank National Association funds the most here. DealRoom is not a lender.
- $362K typical loan
- 6 lenders active in Pennsylvania
- 11+ funded Pennsylvania deals
- 15 days typical to fund
Buyers buying a tax preparation services in Pennsylvania 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.