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NAICS 54121354

SBA Loans for Tax Preparation Services

Tax Preparation Services are one of the most-funded SBA 7(a) industries. Explore which lenders are actually approving tax preparation services loans, what loan sizes they fund, and where activity is concentrated.

Find lenders funding tax preparation services
Total loans
4,316
all programs
Approved $
$780.1M
last 5 years
Avg loan
$181K
median $145K
Most active lender
Wells Fargo Bank National Association
296 loans
Jobs supported
312K
cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS
41.4%
18.6%
20.4%
10.9%
5.8%
2.3%
0.7%
<$50K
$50–100K
$100–250K
$250–500K
$500K–1M
$1–2M
$2M+
Most common range
$100K – $250K
34% of loans
Median
$145,000
90th percentile
$612,000
TAX PREPARATION SERVICES-FRIENDLY LENDERS

The 5 lenders that approved 41% of tax preparation services SBA loans last year.

Submit your tax preparation services profile and we'll prioritize lenders that have already funded similar concept, size, and geography.

Get matched
~ 2 MIN · NO COMMITMENT

Top lenders for tax preparation services

Wells Fargo Bank National Association
296
JPMorgan Chase Bank, National Association
231
Bank of America, National Association
214
The Huntington National Bank
212
U.S. Bank, National Association
178
TD Bank, National Association
150

Top states for tax preparation services loans

CA
674
TX
370
FL
337
NY
296
OH
175
IL
156
Loan records · Tax Preparation Services
Showing largest 500 of 4,316 records
Sort:
RAMS Tax LLC
Alexandria, VA · 22306
$5,000,000
7(a)
Pathward National Association$2.5M/job · 2026-02-23
Gohabsgo Investments LLC
Mesa, AZ · 85207
$5,000,000
7(a)
Live Oak Banking Company$208K/job · 2026-02-27
Hall CPA PLLC
Raleigh, NC · 27609
$5,000,000
7(a)
Pathward National Association$91K/job · 2026-03-26
Epiphany Southeast LLC
Dallas, TX · 75229
$5,000,000
7(a)
Pathward National Association$33K/job · 2025-09-30
TR ACCOUNTANTS
Irvine, CA · 92606
$4,762,000
7(a)
Live Oak Banking Company2025-07-02
APEX ACCOUNTING AND TAX INC.
Littleton, CO · 80120
$4,015,000
7(a)
Live Oak Banking Company$287K/job · 2023-01-20
AVANT TAX & FINANCE, INC
Garland, TX · 75043
$3,871,800
7(a)
Citizens Bank$161K/job · 2024-07-30
Henderson Tax Services, PLLC
Hilton Head Island, SC · 29926
$3,821,100
7(a)
Truist Bank$21K/job · 2019-09-09
DMP Management ETBF LLC
Seattle, WA · 98177
$3,500,000
7(a)
United Midwest Savings Bank National Association$106K/job · 2023-09-20
DIXIE PARTNERS I LLC
St George, UT · 84770
$3,381,000
504
Mountain West Small Business Finance$376K/job · 2024-10-03
ALT Advisors LLC
Chandler, AZ · 85286
$3,235,000
7(a)
Community Bank & Trust-West Georgia$249K/job · 2025-12-09
Ovation Tax Group LLC
Northridge, CA · 91324
$2,870,000
7(a)
West Coast Community Bank$120K/job · 2024-04-11
Lemonade Stand Accounting LLC
Hollywood, FL · 33019
$2,781,000
7(a)
The Huntington National Bank$2.8M/job · 2026-01-12
Harding Bell International, Inc
Auburndale, FL · 33823
$2,730,700
7(a)
Cogent Bank$72K/job · 2020-11-23
Shorwood LLC
Saint Peters, MO · 63376
$2,720,000
7(a)
The Bank of Houston$194K/job · 2022-09-13
SELECTO HOLDINGS LLC
Calexico, CA · 92231
$2,665,000
7(a)
U.S. Bank, National Association2024-11-21
Lunceford Enterprises LLC
Scottsdale, AZ · 85260
$2,585,000
7(a)
Byline Bank$26K/job · 2019-11-22
ELDREDGE TAX SERVICES PC
Sacramento, CA · 95816
$2,550,000
7(a)
Banner Bank$319K/job · 2024-09-11
Alpine Mar LLC
Hollywood, FL · 33020
$2,520,000
7(a)
Seacoast National Bank$126K/job · 2025-02-27
FAST TAX SERVICES
Los Angeles, CA · 90041
$2,500,000
7(a)
Kinecta FCU$40K/job · 2018-01-19
Kingswood Tax Group
Roseville, CA · 95678
$2,498,000
7(a)
United Midwest Savings Bank National Association$250K/job · 2025-12-16
LWK Associates of Texas, LLC
Lubbock, TX · 79410
$2,426,000
7(a)
Capitol Federal Savings Bank$69K/job · 2016-09-23
WCH ACQ, LLC
Tustin, CA · 92780
$2,400,000
7(a)
Live Oak Banking Company$400K/job · 2020-12-22
JGS Tax Services, Inc., JGS Taxes TX, LLC, JGS Taxes OK, LLC, JGS Taxes TN, LLC
Missouri City, TX · 77459
$2,250,000
7(a)
Simmons Bank2012-10-23
VERAFI LLC
Sarasota, FL · 34233
$2,165,000
7(a)
Live Oak Banking Company$722K/job · 2024-08-27
1–25 of 500 (largest 500 of 4,316)
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