SBA lending record
Hickok Tax
1855 HAMILTON AVE, San Jose, CA 95125 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$3.7M
Total SBA financing
4
Loans on record
FY2022–23
On record
44
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 4 loans
$940,000 — FY2023
Loan 1 of 4- Gross approval
- $940,000
- SBA guaranteed
- $705,000 (75%)
- Status
- Current
- Rate at approval
- 8.5% f
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 12/20/2022
- First disbursement
- 1/5/2023
- Days to fund
- 16 days
- Collateral
- Required
- Jobs supported
- 14
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Address
- 2110 S BASCOM AVE
- City
- Campbell, 95008
- County
- Santa Clara
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 18
$1,050,000 — FY2023
Loan 2 of 4- Gross approval
- $1,050,000
- SBA guaranteed
- $787,500 (75%)
- Status
- Current
- Rate at approval
- 8.5% f
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 12/23/2022
- First disbursement
- 1/5/2023
- Days to fund
- 13 days
- Collateral
- Required
- Jobs supported
- 14
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Address
- 111 SANTA ROSA AVE
- City
- Santa Rosa, 95404
- County
- Sonoma
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 2
$940,000 — FY2023
Loan 3 of 4- Gross approval
- $940,000
- SBA guaranteed
- $705,000 (75%)
- Status
- Current
- Rate at approval
- 8.5% f
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 12/23/2022
- First disbursement
- 1/5/2023
- Days to fund
- 13 days
- Collateral
- Required
- Jobs supported
- 14
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Address
- 111 SANTA ROSA AVE
- City
- Santa Rosa, 95404
- County
- Sonoma
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 2
$743,000 — FY2022
Loan 4 of 4- Gross approval
- $743,000
- SBA guaranteed
- $557,250 (75%)
- Status
- Current
- Rate at approval
- 5.75% f
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 1/20/2022
- First disbursement
- 1/27/2022
- Days to fund
- 7 days
- Collateral
- Required
- Jobs supported
- 2
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Address
- 1855 HAMILTON AVE
- City
- San Jose, 95125
- County
- Santa Clara
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 18
The lender
First-Citizens Bank & Trust Company
4 loans to this businessFull SBA lending record + branches on the lender page →Find SBA lenders for businesses like this
The banks most active funding offices of certified public accountants — by location, industry.
Similar businesses
Comparable offices of certified public accountants in the public SBA 7(a) record — matched on industry, then location and deal size. Public records, not for-sale listings.
MJ PARTNERS LLP
Campbell, CA· ~2 mi
Offices of Certified Public Accountants
- $2.5M
- SBA financing
- ≈ $4.8M–$8.1M
- Est. revenue (rough)
STOREK, CARLSON & STRUTZ LIMITED LIABILITY PARTNERSHIP
Campbell, CA· ~1 mi
Offices of Certified Public Accountants
- $1.8M
- SBA financing
- ≈ $3.5M–$5.8M
- Est. revenue (rough)
Atlas Accounting & Advisory LLC
San Jose, CA· ~6 mi
Offices of Certified Public Accountants
- $1.4M
- SBA financing
- ≈ $2.7M–$4.4M
- Est. revenue (rough)
Hock Bratcher LLP
Morgan Hill, CA· ~20 mi
Offices of Certified Public Accountants
- $3.2M
- SBA financing
- ≈ $6.3M–$10M
- Est. revenue (rough)
Frederick Accountancy for Small Business
Santa Clara, CA· ~4 mi
Offices of Certified Public Accountants
- $850K
- SBA financing
- ≈ $1.7M–$2.8M
- Est. revenue (rough)
RW Sky LLC
San Jose, CA· ~7 mi
Offices of Certified Public Accountants
- $1.2M
- SBA financing
- ≈ $2.3M–$3.8M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Hickok Tax in San Jose, CA (Offices of Certified Public Accountants). 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.
- 4 SBA 7(a) loans totaling $3.7M
- On record FY2022–23
- 44 jobs supported
- Industry: Offices of Certified Public Accountants
- Location: San Jose, CA
- Lender: First-Citizens Bank & Trust Company
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Offices of Certified Public Accountants businesses in CA for ~$918k 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 Hickok Tax.