Lender intelligence
Financing a tax preparation services acquisition in Washington
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Washington, 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 · Washington
Ranked by funded tax preparation services acquisitions in Washington. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.1,296 loans · $1.4B · Wilmington, NCFull record →
- 2.159 loans · $307M · Garden Grove, CAFull record →
- 3.1 loans · $1M · Cuba, MOFull record →
- 4.575 loans · $220M · De Graff, OHFull record →
7+ funded Tax Preparation Services in Washington 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.
- NORTHWEST ACCOUNTING GROUP in Shelton, WA — $1.3M (2025) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $975K (75%)
- Approval → funding
- 18 days
- Approved
- 6/13/2025
- First disbursed
- 7/1/2025
- 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
- $1.4M
- Est. down payment (10%)
- $144K
- Est. cash at closing
- $198K
- Monthly payment
- $16,822
- Annual debt service
- $202K
- Cash flow needed (1.25×)
- $252K
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 →
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- Dixie's Tax & Financial Services, L.L.C. in Des Moines, WA — $720K (2025) · purchase · US Metro Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 8.75% variable
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $540K (75%)
- Approved
- 9/12/2025
- Loan status
- Cancelled
- 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
- $800K
- Est. down payment (10%)
- $80K
- Est. cash at closing
- $110K
- Monthly payment
- $5,919
- Annual debt service
- $71K
- Cash flow needed (1.25×)
- $89K
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 US Metro Bank · Lender record →
Your business? Claim this record · Request removal
- Dixie's Tax & Financial Services, L.L.C. in Des Moines, WA — $720K (2025) · purchase · US Metro Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 8.75% variable
- Term
- 300 mo (25 yrs)
- SBA guaranteed
- $540K (75%)
- Approval → funding
- 13 days
- Approved
- 9/13/2025
- First disbursed
- 9/26/2025
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 3
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $800K
- Est. down payment (10%)
- $80K
- Est. cash at closing
- $110K
- Monthly payment
- $5,919
- Annual debt service
- $71K
- Cash flow needed (1.25×)
- $89K
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 US Metro Bank · Lender record →
Your business? Claim this record · Request removal
- NORTHWEST ACCOUNTING GROUP in Shelton, WA — $275K (2025) · purchase · Live Oak Banking Company
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Rate at approval
- 9.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $138K (50%)
- Approval → funding
- 18 days
- Approved
- 6/13/2025
- First disbursed
- 7/1/2025
- 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
- $306K
- Est. down payment (10%)
- $31K
- Est. cash at closing
- $41K
- Monthly payment
- $3,558
- 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
- DMP Management ETBF LLC in Seattle, WA — $3.5M (2023) · purchase · United Midwest Savings Bank National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 11% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $2.6M (75%)
- Approval → funding
- 7 days
- Approved
- 9/20/2023
- First disbursed
- 9/27/2023
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 33
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $3.9M
- Est. down payment (10%)
- $389K
- Est. cash at closing
- $537K
- Monthly payment
- $48,213
- Annual debt service
- $579K
- Cash flow needed (1.25×)
- $723K
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
- Zito & Associates LLC in Coupeville, WA — $297K (2023) · purchase · Peoples Bank
- Program
- Preferred Lenders Program
- Rate at approval
- 7.51% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $223K (75%)
- Approval → funding
- 79 days
- Approved
- 9/27/2023
- First disbursed
- 12/15/2023
- 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
- $330K
- Est. down payment (10%)
- $33K
- Est. cash at closing
- $44K
- Monthly payment
- $3,527
- Annual debt service
- $42K
- 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 Peoples Bank · Lender record →
Your business? Claim this record · Request removal
- V-Tech Merchants, PS in Gig Harbor, WA — $246K (2020) · purchase · Commencement Bank
- Program
- 7a General
- Rate at approval
- 6.25% variable
- Term
- 84 mo (7 yrs)
- SBA guaranteed
- $184K (75%)
- Approval → funding
- 88 days
- Approved
- 1/3/2020
- First disbursed
- 3/31/2020
- Loan status
- Paid in full (1/31/2023)
- 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
- $273K
- Est. down payment (10%)
- $27K
- Est. cash at closing
- $36K
- Monthly payment
- $3,617
- Annual debt service
- $43K
- Cash flow needed (1.25×)
- $54K
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 Commencement Bank
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 Washington project address.
Agent summary
How to finance a tax preparation services acquisition in Washington with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Washington deals. Live Oak Banking Company funds the most here. DealRoom is not a lender.
- $362K typical loan
- 5 lenders active in Washington
- 7+ funded Washington deals
- 18 days typical to fund
Buyers buying a tax preparation services in Washington 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: