Lender intelligence
Financing a tax preparation services acquisition in Wisconsin
The SBA 7(a) lenders funding the most tax preparation services acquisitions in Wisconsin, 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 · Wisconsin
Ranked by funded tax preparation services acquisitions in Wisconsin. Tap a lender for its full record, or hit Get in touch for an introduction.
- 1.6 loans · $5M · Fitchburg, WIFull record →
- 2.1,296 loans · $1.4B · Wilmington, NCFull record →
- 3.112 loans · $112M · Irving, TXFull record →
- 4.34 loans · $19M · Arden Hills, MNFull record →
- 5.9 loans · $10M · Waukesha, WIFull record →
6+ funded Tax Preparation Services in Wisconsin 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.
- Yaeger Advisory Services and Tax, LLC in Madison, WI — $1.7M (2026) · purchase · Oak Bank
- Program
- 7a General
- Rate at approval
- 8% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $1.2M (75%)
- Approval → funding
- 7 days
- Approved
- 1/7/2026
- First disbursed
- 1/14/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 15
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $1.9M
- Est. down payment (10%)
- $185K
- Est. cash at closing
- $254K
- Monthly payment
- $20,201
- Annual debt service
- $242K
- Cash flow needed (1.25×)
- $303K
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 Oak Bank · Lender record →
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- ZH Tax Services LLC in Milwaukee, WI — $210K (2026) · purchase · Associated Bank, National Association
- Program
- Preferred Lenders Program
- Rate at approval
- 8.47% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $157K (75%)
- Approval → funding
- 23 days
- Approved
- 1/28/2026
- First disbursed
- 2/20/2026
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 1
- 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
- $2,599
- Annual debt service
- $31K
- Cash flow needed (1.25×)
- $39K
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 Associated Bank, National Association
Your business? Claim this record · Request removal
- Pullen Accounting & Tax Prep Inc in De Pere, WI — $640K (2024) · purchase · Live Oak Banking Company
- Program
- Preferred Lenders Program
- Rate at approval
- 11% variable
- Term
- 168 mo (14 yrs)
- SBA guaranteed
- $480K (75%)
- Approval → funding
- 15 days
- Approved
- 1/11/2024
- First disbursed
- 1/26/2024
- Loan status
- Current
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Secondary market
- Loan sold to investors
- Jobs supported
- 1
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $711K
- Est. down payment (10%)
- $71K
- Est. cash at closing
- $95K
- Monthly payment
- $7,482
- Annual debt service
- $90K
- Cash flow needed (1.25×)
- $112K
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
- SBS Tax, LLC in Pewaukee, WI — $275K (2023) · purchase · VelocitySBA, LLC
- Program
- Preferred Lenders Program
- Rate at approval
- 10.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $206K (75%)
- Approval → funding
- 2 days
- Approved
- 4/26/2023
- First disbursed
- 4/28/2023
- 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
- $306K
- Est. down payment (10%)
- $31K
- Est. cash at closing
- $41K
- Monthly payment
- $3,749
- 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 VelocitySBA, LLC · Lender record →
Your business? Claim this record · Request removal
- R&C SUSEDIK TAX & ACCOUNTING LLC in Grantsburg, WI — $267K (2022) · purchase · Frandsen Bank and Trust
- Program
- Preferred Lenders Program
- Rate at approval
- 4.75% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $200K (75%)
- Approval → funding
- 2 days
- Approved
- 12/15/2021
- First disbursed
- 12/17/2021
- 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
- $297K
- Est. down payment (10%)
- $30K
- Est. cash at closing
- $40K
- Monthly payment
- $2,803
- Annual debt service
- $34K
- Cash flow needed (1.25×)
- $42K
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 Frandsen Bank and Trust · Lender record →
Your business? Claim this record · Request removal
- Precision Tax Solutions LLC in Green Bay, WI — $335K (2020) · purchase · Waukesha State Bank
- Program
- 7a General
- Rate at approval
- 7.5% variable
- Term
- 120 mo (10 yrs)
- SBA guaranteed
- $251K (75%)
- Approval → funding
- 43 days
- Approved
- 12/19/2019
- First disbursed
- 1/31/2020
- Loan status
- Paid in full (2/28/2023)
- Loan type
- Term loan
- Collateral
- Required
- Business type
- Corporation
- Jobs supported
- 13
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
If you were the buyer here
- Est. deal size
- $372K
- Est. down payment (10%)
- $37K
- Est. cash at closing
- $50K
- Monthly payment
- $3,977
- Annual debt service
- $48K
- Cash flow needed (1.25×)
- $60K
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 Waukesha State 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 Wisconsin project address.
Agent summary
How to finance a tax preparation services acquisition in Wisconsin with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Wisconsin deals. Oak Bank funds the most here. DealRoom is not a lender.
- $362K typical loan
- 6 lenders active in Wisconsin
- 6+ funded Wisconsin deals
- 15 days typical to fund
Buyers buying a tax preparation services in Wisconsin 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: