SBA lending record
FINANCIAL EQUATION
16000 NORTH DALLAS PKWY, Dallas, TX 75248 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$335K
Total SBA financing
1
Loan on record
FY2024
On record
10
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is FINANCIAL EQUATION 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
$335,000 — FY2024
- Gross approval
- $335,000
- SBA guaranteed
- $251,250 (75%)
- Status
- Current
- Rate at approval
- 11.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 9/12/2024
- First disbursement
- 9/13/2024
- Days to fund
- 1 days
- Collateral
- Required
- Jobs supported
- 10
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Address
- 16000 NORTH DALLAS PKWY
- City
- Dallas, 75248
- County
- Dallas
- SBA district office
- DALLAS / FT WORTH DISTRICT OFFICE
- Congressional district
- 3
The lender
The Huntington National Bank
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.
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.
NAAMAN PROFESSIONAL & TAX SERVICES, LLC
Garland, TX· ~10 mi
Tax Preparation Services
- $511K
- SBA financing
- ≈ $1.0M–$1.7M
- Est. revenue (rough)
MICON TAX SERVICES, LLC
Bedford, TX· ~20 mi
Tax Preparation Services
- $408K
- SBA financing
- ≈ $800K–$1.3M
- Est. revenue (rough)
FSD Enterprises, Inc
Allen, TX· ~14 mi
Tax Preparation Services
- $839K
- SBA financing
- ≈ $1.6M–$2.7M
- Est. revenue (rough)
JNH CONSULTING SERVICES, LLC
Arlington, TX· ~23 mi
Tax Preparation Services
- $470K
- SBA financing
- ≈ $922K–$1.5M
- Est. revenue (rough)
THOMAS FINANCIAL LLC
Mesquite, TX· ~15 mi
Tax Preparation Services
- $175K
- SBA financing
- ≈ $343K–$572K
- Est. revenue (rough)
Maverick Tax & Bookkeeping Services LLC
Lavon, TX· ~22 mi
Tax Preparation Services
- $192K
- SBA financing
- ≈ $375K–$626K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for FINANCIAL EQUATION in Dallas, TX (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 $335K
- On record FY2024
- 10 jobs supported
- Industry: Tax Preparation Services
- Location: Dallas, TX
- Lender: The Huntington National Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Tax Preparation Services businesses in TX for ~$335k 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.
Is FINANCIAL EQUATION your business?
This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.
Researching a business like this one?
The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.
Free · No documents · Usually same-day
Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.
CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with FINANCIAL EQUATION.