SBA lending record
BTA GROUP INC
4100 NEWPORT PLACE DR, Newport Beach, CA 92660 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$808K
Total SBA financing
2
Loans on record
FY2023–24
On record
6
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is BTA GROUP INC your business?
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All 2 loans
$30,000 — FY2024
Loan 1 of 2- Gross approval
- $30,000
- SBA guaranteed
- $15,000 (50%)
- Status
- Current
- Rate at approval
- 10.24% f
- Term
- 36 mo (3 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 4/3/2024
- First disbursement
- 4/5/2024
- Days to fund
- 2 days
- Collateral
- Required
- Jobs supported
- 5
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Other Accounting Services
- NAICS code
- 541219
- Address
- 2082 MICHELSON DR Suite 227
- City
- Irvine, 92612
- County
- Orange
- SBA district office
- SANTA ANA DISTRICT OFFICE
- Congressional district
- 45
$778,000 — FY2023
Loan 2 of 2- Gross approval
- $778,000
- SBA guaranteed
- $583,500 (75%)
- Status
- Current
- Rate at approval
- 8.7% f
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 2/16/2023
- First disbursement
- 2/21/2023
- Days to fund
- 5 days
- Collateral
- Required
- Jobs supported
- 1
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Address
- 4100 NEWPORT PLACE DR
- City
- Newport Beach, 92660
- County
- Orange
- SBA district office
- SANTA ANA DISTRICT OFFICE
- Congressional district
- 45
The lender
U.S. 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 tax preparation services — by location, industry.
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.
White Sands Tax Services
Santa Ana, CA· ~3 mi
Tax Preparation Services
- $657K
- SBA financing
- ≈ $1.3M–$2.1M
- Est. revenue (rough)
LIBERTY TAX BLOCK ACCOUNTING AND FINANCIAL SERVICES INC
Newport Beach, CA· ~0 mi
Tax Preparation Services
- $694K
- SBA financing
- ≈ $1.4M–$2.3M
- Est. revenue (rough)
Global Gate, LLC
Irvine, CA· ~7 mi
Tax Preparation Services
- $457K
- SBA financing
- ≈ $896K–$1.5M
- Est. revenue (rough)
POTRUS CPA PC
Anaheim, CA· ~16 mi
Tax Preparation Services
- $1.0M
- SBA financing
- ≈ $2.0M–$3.3M
- Est. revenue (rough)
BFW Real Estate Holdings LLC
Lake Forest, CA· ~11 mi
Tax Preparation Services
- $971K
- SBA financing
- ≈ $1.9M–$3.2M
- Est. revenue (rough)
Maggie Y Yang
Irvine, CA· ~3 mi
Tax Preparation Services
- $312K
- SBA financing
- ≈ $612K–$1.0M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for BTA GROUP INC in Newport Beach, CA (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.
- 2 SBA 7(a) loans totaling $808K
- On record FY2023–24
- 6 jobs supported
- Industry: Tax Preparation Services
- Location: Newport Beach, CA
- Lender: U.S. Bank, 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 CA for ~$404k 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 BTA GROUP INC.