SBA lending record
BHATIA & BHATIA, PC
418 MASSACHUSETTS AVENUE, Arlington, MA · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$450K
Total SBA financing
2
Loans on record
FY2020–21
On record
6
Jobs supported
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All 2 loans
$350,000 — FY2021
Loan 1 of 2- Gross approval
- $350,000
- SBA guaranteed
- $262,500 (75%)
- Status
- Paid in full
- Rate at approval
- 3.25% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 8/30/2021
- First disbursement
- 12/22/2021
- Days to fund
- 114 days
- Paid in full
- 8/31/2025
- Collateral
- Required
- Jobs supported
- 6
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Address
- 418 MASSACHUSETTS AVENUE
- City
- Arlington
- County
- Middlesex
- SBA district office
- MASSACHUSETTS DISTRICT OFFICE
- Congressional district
- 5
$100,000 — FY2020
Loan 2 of 2- Gross approval
- $100,000
- SBA guaranteed
- $50,000 (50%)
- Status
- Cancelled
- Rate at approval
- 5% v
- Term
- 12 mo (1 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 10/2/2019
- Collateral
- Required
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Address
- 418 MASSACHUSETTS AVENUE
- City
- Arlington
- County
- Middlesex
- SBA district office
- MASSACHUSETTS DISTRICT OFFICE
- Congressional district
- 5
The lender
Leader Bank, National Association
2 loans to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding offices of certified public accountants — by location, industry.
Similar businesses
Comparable offices of certified public accountants in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
ShresthaCPA LLC
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Offices of Certified Public Accountants
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- SBA financing
- ≈ $1.0M–$1.7M
- Est. revenue (rough)
Vu CPA, P.C.
Medford, MA· ~3 mi
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O'Reilly Strategic Group, Inc.
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Offices of Certified Public Accountants
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- SBA financing
- ≈ $2.0M–$3.3M
- Est. revenue (rough)
Halkiadakis & Co. Pc
Wellesley Hills, MA· ~8 mi
Offices of Certified Public Accountants
- $671K
- SBA financing
- ≈ $1.3M–$2.2M
- Est. revenue (rough)
E.J. Callahan & Associates LLC
Wakefield, MA· ~9 mi
Offices of Certified Public Accountants
- $250K
- SBA financing
- ≈ $490K–$817K
- Est. revenue (rough)
James P. Moriarty CPA LLC or Nominee
Wilmington, MA· ~10 mi
Offices of Certified Public Accountants
- $298K
- SBA financing
- ≈ $583K–$972K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for BHATIA & BHATIA, PC in Arlington, MA (Offices of Certified Public Accountants). 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.
- 2 SBA 7(a) loans totaling $450K
- On record FY2020–21
- 6 jobs supported
- Industry: Offices of Certified Public Accountants
- Location: Arlington, MA
- Lender: Leader Bank, National Association
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Certified Public Accountants businesses in MA for ~$225k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.
- Data freshness:
- SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-17.
- Sources:
- Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
- 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 BHATIA & BHATIA, PC.