SBA lending record
Exact Tax, Inc.
1022 East GARVEY AVE, Monterey Park, CA 91755 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$1.7M
Total SBA financing
2
Loans on record
FY2026
On record
36
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$1,485,000 — FY2026
Loan 1 of 2- Gross approval
- $1,485,000
- SBA guaranteed
- $1,113,750 (75%)
- Status
- Current
- Rate at approval
- 6.25% f
- Term
- 300 mo (25 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 11/14/2025
- First disbursement
- 12/8/2025
- Days to fund
- 24 days
- Collateral
- Required
- Jobs supported
- 18
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Lender
- East West Bank
- Address
- 1022 East GARVEY AVE
- City
- Monterey Park, 91755
- County
- Los Angeles
- SBA district office
- LOS ANGELES DISTRICT OFFICE
- Congressional district
- 27
$250,000 — FY2026
Loan 2 of 2- Gross approval
- $250,000
- SBA guaranteed
- $187,500 (75%)
- Status
- Current
- Rate at approval
- 8.75% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 11/14/2025
- First disbursement
- 12/10/2025
- Days to fund
- 26 days
- Collateral
- Required
- Jobs supported
- 18
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Lender
- East West Bank
- Address
- 1022 East GARVEY AVE
- City
- Monterey Park, 91755
- County
- Los Angeles
- SBA district office
- LOS ANGELES DISTRICT OFFICE
- Congressional district
- 27
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.
CFOmate, Inc.
Whittier, CA· ~8 mi
Tax Preparation Services
- $1.4M
- SBA financing
- ≈ $2.8M–$4.6M
- Est. revenue (rough)
MARTIR FINANCIAL GROUP INC., a California Corporation
Placentia, CA· ~18 mi
Tax Preparation Services
- $2.2M
- SBA financing
- ≈ $4.2M–$7.0M
- Est. revenue (rough)
Hong H. Lee & Associates
San Gabriel, CA· ~3 mi
Tax Preparation Services
- $725K
- SBA financing
- ≈ $1.4M–$2.4M
- Est. revenue (rough)
Jenny Ho Family Trust
San Gabriel, CA· ~2 mi
Tax Preparation Services
- $706K
- SBA financing
- ≈ $1.4M–$2.3M
- Est. revenue (rough)
TO & SCOTT LLC
Hermosa Beach, CA· ~21 mi
Tax Preparation Services
- $2.7M
- SBA financing
- ≈ $5.2M–$8.7M
- Est. revenue (rough)
POTRUS CPA PC
Anaheim, CA· ~25 mi
Tax Preparation Services
- $1.0M
- SBA financing
- ≈ $2.0M–$3.3M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Exact Tax, Inc. in Monterey Park, 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 $1.7M
- On record FY2026
- 36 jobs supported
- Industry: Tax Preparation Services
- Location: Monterey Park, CA
- Lender: East West 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 ~$868k 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 Exact Tax, Inc..