SBA lending record
Easy Life Management Inc.
3088 PIO PICO DR, Carlsbad, CA 92008 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$25K
Total SBA financing
1
Loan on record
FY2020
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Easy Life Management Inc. 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
$25,000 — FY2020
- Gross approval
- $25,000
- SBA guaranteed
- $12,500 (50%)
- Status
- Current
- Rate at approval
- 7.25% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 11/25/2019
- First disbursement
- 11/30/2019
- Days to fund
- 5 days
- Collateral
- Required
- Jobs supported
- 4
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Lender
- Banner Bank
- Address
- 3088 PIO PICO DR
- City
- Carlsbad, 92008
- County
- San Diego
- SBA district office
- SAN DIEGO DISTRICT OFFICE
- Congressional district
- 49
The lender
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.
COMPASS TAX AND FINANCIAL CONSULTING, LLC
Escondido, CA· ~16 mi
Tax Preparation Services
- $35K
- SBA financing
- ≈ $69K–$114K
- Est. revenue (rough)
Professional Income Tax Services
Chula Vista, CA· ~40 mi
Tax Preparation Services
- $25K
- SBA financing
- ≈ $49K–$82K
- Est. revenue (rough)
GG'S CORPORATION
Santa Ana, CA· ~51 mi
Tax Preparation Services
- $26K
- SBA financing
- ≈ $51K–$85K
- Est. revenue (rough)
Michael J LaFond, CPA
Vista, CA· ~5 mi
Tax Preparation Services
- $130K
- SBA financing
- ≈ $255K–$425K
- Est. revenue (rough)
SOLID ACCOUNTING SOLUTIONS, LLC
Fallbrook, CA· ~16 mi
Tax Preparation Services
- $78K
- SBA financing
- ≈ $152K–$253K
- Est. revenue (rough)
Eleanor Pena Tax Services
Mission Viejo, CA· ~31 mi
Tax Preparation Services
- $50K
- SBA financing
- ≈ $98K–$163K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Easy Life Management Inc. in Carlsbad, 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.
- 1 SBA 7(a) loan totaling $25K
- On record FY2020
- 4 jobs supported
- Industry: Tax Preparation Services
- Location: Carlsbad, CA
- Lender: Banner Bank
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 ~$25k 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 2026-06-20.
- 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 Easy Life Management Inc..