SBA lending record
GREENFIELD & ASSOCIATES APC
16742 Gothard St, Huntington Beach, CA 92647 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$350K
Total SBA financing
1
Loan on record
FY2026
On record
2
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$350,000 — FY2026
- Gross approval
- $350,000
- SBA guaranteed
- $262,500 (75%)
- Status
- Current
- Rate at approval
- 9.24% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 1/21/2026
- First disbursement
- 2/5/2026
- Days to fund
- 15 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 2
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Lender
- Live Oak Banking Company
- Address
- 16742 Gothard St
- City
- Huntington Beach, 92647
- County
- Orange
- SBA district office
- SANTA ANA DISTRICT OFFICE
- Congressional district
- 47
The lender
Live Oak Banking Company
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.
Maggie Y Yang
Irvine, CA· ~11 mi
Tax Preparation Services
- $312K
- SBA financing
- ≈ $612K–$1.0M
- Est. revenue (rough)
Selleck Financial Group, LLC
Costa Mesa, CA· ~5 mi
Tax Preparation Services
- $240K
- SBA financing
- ≈ $471K–$784K
- Est. revenue (rough)
JK ELAN, INC
Long Beach, CA· ~13 mi
Tax Preparation Services
- $343K
- SBA financing
- ≈ $672K–$1.1M
- Est. revenue (rough)
J. Lan CPA Inc.
Artesia, CA· ~10 mi
Tax Preparation Services
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
White Sands Tax Services
Santa Ana, CA· ~9 mi
Tax Preparation Services
- $657K
- SBA financing
- ≈ $1.3M–$2.1M
- Est. revenue (rough)
BLACK INK
Los Angeles, CA· ~23 mi
Tax Preparation Services
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for GREENFIELD & ASSOCIATES APC in Huntington 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.
- 1 SBA 7(a) loan totaling $350K
- On record FY2026
- 2 jobs supported
- Industry: Tax Preparation Services
- Location: Huntington Beach, CA
- Lender: Live Oak Banking Company
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 ~$350k 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 GREENFIELD & ASSOCIATES APC.