Lender intelligence
Financing a tax preparation services acquisition in Texas
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Texas, 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 · Texas
Ranked by funded tax preparation services acquisitions in Texas. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.868 loans · $362M · Salt Lake City, UTFull record →
- 2.138 loans · $276M · Sioux Falls, SDFull record →
4+ funded Tax Preparation Services in Texas 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.
- Epiphany Southeast LLC in Dallas, TX — $5.0M (2025) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $3.8M (75%)
- Approval → funding
- 38 days
- Approved
- 9/30/2025
- First disbursed
- 11/7/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 152
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $5.6M
- Est. down payment (10%)
- $556K
- Est. cash at closing
- $769K
- Monthly payment
- $64,699
- Annual debt service
- $776K
- Cash flow needed (1.25×)
- $970K
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 Pathward National Association · Lender record →
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- PEP HOUSTON, LLC in Pearland, TX — $1.0M (2025) · purchase · Celtic Bank Corporation
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $770K (75%)
- Approval → funding
- 30 days
- Approved
- 5/27/2025
- First disbursed
- 6/26/2025
- Loan status
- Paid in full (2/28/2026)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 7
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $1.1M
- Est. down payment (10%)
- $114K
- Est. cash at closing
- $156K
- Monthly payment
- $13,283
- Annual debt service
- $159K
- Cash flow needed (1.25×)
- $199K
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 Celtic Bank Corporation · Lender record →
Your business? Claim this record · Request removal
- Ray Tax Group LLC in Irving, TX — $605K (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.59% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $454K (75%)
- Approved
- 2/13/2024
- Loan status
- Cancelled
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 53
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $672K
- Est. down payment (10%)
- $67K
- Est. cash at closing
- $90K
- Monthly payment
- $7,858
- Annual debt service
- $94K
- Cash flow needed (1.25×)
- $118K
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
- CJ Thomas Financial Services, LLC in Wichita Falls, TX — $1.2M (2020) · purchase · Union Bank and Trust Company
- Program
- Preferred Lenders Program
- Rate at approval
- 5.5% fixed
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $868K (75%)
- Approval → funding
- 24 days
- Approved
- 11/6/2019
- First disbursed
- 11/30/2019
- Loan status
- Paid in full (10/31/2020)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 45
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $1.3M
- Est. down payment (10%)
- $129K
- Est. cash at closing
- $176K
- Monthly payment
- $16,622
- Annual debt service
- $199K
- Cash flow needed (1.25×)
- $249K
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 Union Bank and Trust Company · 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 Texas project address.
Agent summary
How to finance a tax preparation services acquisition in Texas with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Texas deals. Celtic Bank Corporation funds the most here. DealRoom is not a lender.
- $362K typical loan
- 4 lenders active in Texas
- 4+ funded Texas deals
- 30 days typical to fund
Buyers buying a tax preparation services in Texas 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: