Lender intelligence
Financing a tax preparation services acquisition in Virginia
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Virginia, 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 · Virginia
Ranked by funded tax preparation services acquisitions in Virginia. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.138 loans · $276M · Sioux Falls, SDFull record →
- 3.575 loans · $220M · De Graff, OHFull record →
- 4.242 loans · $281M · Chicago, ILFull record →
5+ funded Tax Preparation Services in Virginia 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.
- RAMS Tax LLC in Alexandria, VA — $5.0M (2026) · purchase · Pathward National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 9% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $3.8M (75%)
- Approved
- 2/23/2026
- Loan status
- Committed
- 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
- $5.6M
- Est. down payment (10%)
- $556K
- Est. cash at closing
- $769K
- Monthly payment
- $63,338
- Annual debt service
- $760K
- Cash flow needed (1.25×)
- $950K
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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- Taxwise Financial Services in Manassas, VA — $1.5M (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.1M (75%)
- Approval → funding
- 18 days
- Approved
- 11/2/2023
- First disbursed
- 11/20/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 5
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $1.7M
- Est. down payment (10%)
- $169K
- Est. cash at closing
- $233K
- Monthly payment
- $20,792
- Annual debt service
- $250K
- Cash flow needed (1.25×)
- $312K
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
- Nessa Tax & Accounting Inc in Falls Church, VA — $210K (2024) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 11.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $158K (75%)
- Approval → funding
- 7 days
- Approved
- 10/19/2023
- First disbursed
- 10/26/2023
- 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
- $233K
- Est. down payment (10%)
- $23K
- Est. cash at closing
- $31K
- Monthly payment
- $2,953
- Annual debt service
- $35K
- 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 United Midwest Savings Bank National Association · Lender record →
Your business? Claim this record · Request removal
- Tall Oak Tax Services of VA, LLC in Lynchburg, VA — $1.5M (2020) · purchase · Byline Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 6% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.2M (75%)
- Approval → funding
- 30 days
- Approved
- 8/31/2020
- 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
- $1.7M
- Est. down payment (10%)
- $171K
- Est. cash at closing
- $235K
- Monthly payment
- $17,097
- Annual debt service
- $205K
- Cash flow needed (1.25×)
- $256K
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
- Puli Consulting LLC in Herndon, VA — $490K (2020) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 6.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $368K (75%)
- Approval → funding
- 11 days
- Approved
- 12/6/2019
- First disbursed
- 12/17/2019
- Loan status
- Paid in full (8/31/2025)
- 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
- $544K
- Est. down payment (10%)
- $54K
- Est. cash at closing
- $73K
- Monthly payment
- $5,626
- Annual debt service
- $68K
- Cash flow needed (1.25×)
- $84K
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
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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 Virginia project address.
Agent summary
How to finance a tax preparation services acquisition in Virginia with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Virginia deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $362K typical loan
- 4 lenders active in Virginia
- 5+ funded Virginia deals
- 18 days typical to fund
Buyers buying a tax preparation services in Virginia 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: