SBA lending record

AVANT-TAX LLC

615 JEFFERSON BLVD, Warwick, RI · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$125K

Total SBA financing

Loan on record

FY2024

On record

Jobs supported

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The loan

$125,000 — FY2024

Gross approval: $125,000
SBA guaranteed: $62,500 (50%)
Status: Current
Rate at approval: 6.13% f
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 10/13/2023
First disbursement: 10/20/2023
Days to fund: 7 days
Collateral: Required
Jobs supported: 1
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services
NAICS code: 541213
Lender: Bank of America, National Association
Address: 615 JEFFERSON BLVD
City: Warwick
County: Kent
SBA district office: RHODE ISLAND DISTRICT OFFICE
Congressional district: 2

The lender

Bank of America, National Association

1 loan to this businessFull SBA lending record + branches on the lender page →

Find SBA lenders for businesses like this

The banks most active funding tax preparation services — by location, industry.

SBA lenders in Rhode Island Lenders for tax preparation services Tax Preparation Services lenders in Rhode Island

Similar businesses

Comparable tax preparation services in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.

ADOMEY XPRESS SERVICES, LLC

Pawtucket, RI· ~10 mi

Tax Preparation Services

$125K
SBA financing: ≈ $245K–$408K
Est. revenue (rough)

View record

Jaffe, Yaffe, & Feingold P.C.

Worcester, MA· ~41 mi

Tax Preparation Services

$855K
SBA financing: ≈ $1.7M–$2.8M
Est. revenue (rough)

View record

P & S Tax Prep Partners

Lynn, MA· ~57 mi

Jackson Hewitt Tax Service

$920K
SBA financing: ≈ $1.8M–$3.0M
Est. revenue (rough)

View record

Apple Valley Tax & Accounting Inc.

Torrington, CT· ~87 mi

Tax Preparation Services

$915K
SBA financing: ≈ $1.8M–$3.0M
Est. revenue (rough)

View record

KREITZMAN & KREITZMAN, CPAS PTRS

Hauppauge, NY· ~113 mi

Tax Preparation Services

$1.7M
SBA financing: ≈ $3.4M–$5.7M
Est. revenue (rough)

View record

Bedard Osterheld, CPAs PLLC

Danbury, CT· ~109 mi

Tax Preparation Services

$986K
SBA financing: ≈ $1.9M–$3.2M
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for AVANT-TAX LLC in Warwick, RI (Tax Preparation Services). CapBench compiles public SBA loan data, lender activity, and business signals to help buyers and advisors evaluate acquisition financing — it does not list this business for sale.

1 SBA 7(a) loan totaling $125K
On record FY2024
1 jobs supported
Industry: Tax Preparation Services
Location: Warwick, RI
Lender: Bank of America, National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Tax Preparation Services businesses in RI for ~$125k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-24.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/avant-tax-llc-ri
API:: https://www.capbench.com/api/public/businesses/avant-tax-llc-ri
Methodology:: Sources & methodology

Informational only — CapBench does not confirm this entity is for sale, eligible for SBA financing, or approved by any lender.
Figures come from public records and CapBench methodology; verify before relying on them.
Financing figures are historical loan records, not a current offer or a loan approval. CapBench is not a lender.

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CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with AVANT-TAX LLC.