SBA lending record
HAPPY TAX RETURNS LLC
1225 N Laburnum Ave, Richmond, VA 23223 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$210K
Total SBA financing
2
Loans on record
FY2025–26
On record
25
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
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All 2 loans
$60,000 — FY2026
Loan 1 of 2- Gross approval
- $60,000
- SBA guaranteed
- $30,000 (50%)
- Status
- Current
- Rate at approval
- 11.75% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 11/18/2025
- First disbursement
- 12/31/2025
- Days to fund
- 43 days
- Collateral
- None
- Jobs supported
- 6
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Franchise
- Liberty Tax Service
- Franchise code
- S1005
- Address
- 1225 N LABURNUM AVE
- City
- Richmond, 23223
- County
- Henrico
- SBA district office
- RICHMOND DISTRICT OFFICE
- Congressional district
- 3
$150,000 — FY2025
Loan 2 of 2- Gross approval
- $150,000
- SBA guaranteed
- $127,500 (85%)
- Status
- Current
- Rate at approval
- 12.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 12/5/2024
- First disbursement
- 12/23/2024
- Days to fund
- 18 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 19
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Franchise
- Liberty Tax Service
- Franchise code
- S1005
- Lender
- Lendistry SBLC, LLC
- Address
- 1225 N Laburnum Ave
- City
- Richmond, 23223
- County
- Henrico
- SBA district office
- RICHMOND DISTRICT OFFICE
- Congressional district
- 3
The lenders
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.
Serious Business Solutions LLC
Evansville, IN· ~555 mi
Liberty Tax Service
- $225K
- SBA financing
- ≈ $441K–$735K
- Est. revenue (rough)
Emerald Tax & Accounting Solutions, LLC
Asheboro, NC· ~187 mi
Liberty Tax Service
- $473K
- SBA financing
- ≈ $926K–$1.5M
- Est. revenue (rough)
KC Financial L.L.C.
Sanford, NC· ~175 mi
Liberty Tax Service
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
DanFam Enterprises LLC
Stanley, NC· ~257 mi
Liberty Tax Service
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
SEJ FINANCIALS LLC
Wilmington, DE· ~176 mi
Liberty Tax Service
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
VFM LLC
Myrtle Beach, SC· ~277 mi
Liberty Tax Service
- $449K
- SBA financing
- ≈ $881K–$1.5M
- 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.
Everett Tax Solutions LLC
Chester, VA· ~14 mi
Tax Preparation Services
- $342K
- SBA financing
- ≈ $671K–$1.1M
- Est. revenue (rough)
CNJ SERVICES LLC
North Chesterfield, VA· ~11 mi
Tax Preparation Services
- $85K
- SBA financing
- ≈ $167K–$278K
- Est. revenue (rough)
SENIORS MOBILE TAX SERVICES LLC
Richmond, VA· ~3 mi
Tax Preparation Services
- $10K
- SBA financing
- ≈ $20K–$33K
- Est. revenue (rough)
Maria Tax Services LLC
Woodbridge, VA· ~77 mi
Tax Preparation Services
- $250K
- SBA financing
- ≈ $491K–$818K
- Est. revenue (rough)
Nessa Tax & Accounting Inc
Falls Church, VA· ~92 mi
Tax Preparation Services
- $210K
- SBA financing
- ≈ $412K–$686K
- Est. revenue (rough)
H&R Block DC
Washington, DC· ~96 mi
H&R Block - Franchise License Agreement
- $224K
- SBA financing
- ≈ $439K–$732K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for HAPPY TAX RETURNS LLC in Richmond, VA (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 $210K
- On record FY2025–26
- 25 jobs supported
- Industry: Tax Preparation Services
- Location: Richmond, VA
- Lenders: Lendistry SBLC, LLC, Manufacturers and Traders Trust Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Tax Preparation Services businesses in VA for ~$105k 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 2026-06-24.
- 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 HAPPY TAX RETURNS LLC.