SBA lending record
Concelium, LLC
2709 CENTRAL AVE, Charlotte, NC 28205 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$659K
Total SBA financing
1
Loan on record
FY2022
On record
1
Jobs supported
Franchise brand
Liberty Tax Service
See Liberty Tax Service's SBA financing data — typical deal, failure rate, and how its loans perform →
● business — business location is the ZIP-area centroid from the public record
Is Concelium, LLC your business?
This record comes from public government lending data. Claim it to correct the details or tell your story — or ask us to take it down.
The loan
$658,700 — FY2022
- Gross approval
- $658,700
- SBA guaranteed
- $494,025 (75%)
- Status
- Current
- Rate at approval
- 0.75% v
- Term
- 300 mo (25 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 7/12/2022
- First disbursement
- 7/15/2022
- Days to fund
- 3 days
- Collateral
- Required
- Jobs supported
- 1
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Franchise
- Liberty Tax Service
- Franchise code
- S1005
- Address
- 2709 CENTRAL AVE
- City
- Charlotte, 28205
- County
- Mecklenburg
- SBA district office
- NORTH CAROLINA DISTRICT OFFICE
- Congressional district
- 12
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, and brand.
Other Liberty Tax Service locations
Other Liberty Tax Service businesses in the public SBA record — closest first, by location and deal size.
Emerald Tax & Accounting Solutions, LLC
Asheboro, NC· ~64 mi
Liberty Tax Service
- $473K
- SBA financing
- ≈ $926K–$1.5M
- Est. revenue (rough)
DanFam Enterprises LLC
Stanley, NC· ~19 mi
Liberty Tax Service
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
VFM LLC
Myrtle Beach, SC· ~145 mi
Liberty Tax Service
- $449K
- SBA financing
- ≈ $881K–$1.5M
- Est. revenue (rough)
Alden Street Advisory LLC
Maryville, TN· ~182 mi
Liberty Tax Service
- $473K
- SBA financing
- ≈ $927K–$1.5M
- Est. revenue (rough)
KC Financial L.L.C.
Sanford, NC· ~95 mi
Liberty Tax Service
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Walnut Creek Enterprises LLC
Frisco, TX· ~928 mi
Liberty Tax Service
- $695K
- SBA financing
- ≈ $1.4M–$2.3M
- Est. revenue (rough)
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.
Koren S Cranford CPA PLLC
Charlotte, NC· ~2 mi
Tax Preparation Services
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
JACOBS & COMPANY CPAS & ADVISORS PLLC
Huntersville, NC· ~16 mi
Tax Preparation Services
- $765K
- SBA financing
- ≈ $1.5M–$2.5M
- Est. revenue (rough)
Fisher, P.A.
Charlotte, NC· ~4 mi
Tax Preparation Services
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Bry Tax LLC
Charlotte, NC· ~1 mi
Jackson Hewitt Tax Service
- $2.1M
- SBA financing
- ≈ $4.1M–$6.9M
- Est. revenue (rough)
J Pollina Associates LLC and B & D Business Services, Inc.
Rock Hill, SC· ~23 mi
Tax Preparation Services
- $275K
- SBA financing
- ≈ $539K–$899K
- Est. revenue (rough)
PI TAX PREP LLC
Charlotte, NC· ~8 mi
Jackson Hewitt Tax Service
- $2.6M
- SBA financing
- ≈ $5.0M–$8.4M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Concelium, LLC in Charlotte, NC (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 $659K
- On record FY2022
- 1 jobs supported
- Industry: Tax Preparation Services
- Location: Charlotte, NC
- 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 NC for ~$659k 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 Concelium, LLC.