SBA lending record

Jacob Lichter & Associates LTD

317 S Little Tor Road, New City, NY 10956 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$2.3M

Total SBA financing

Loans on record

FY2023–25

On record

Jobs supported

● business — business location is the ZIP-area centroid from the public record

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All 3 loans

$350,000 — FY2025

Loan 1 of 3

Gross approval: $350,000
SBA guaranteed: $262,500 (75%)
Status: Current
Rate at approval: 10.25% v
Term: 120 mo (10 yr)
Program: 7a General
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/16/2025
First disbursement: 10/17/2025
Days to fund: 31 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 7
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Tax Preparation Services
NAICS code: 541213
Lender: FinWise Bank
Address: 317 S Little Tor Rd
City: New City, 10956
County: Rockland
SBA district office: NEW YORK DISTRICT OFFICE
Congressional district: 17

$987,000 — FY2024

Loan 2 of 3

Gross approval: $987,000
SBA guaranteed: $740,250 (75%)
Status: Current
Rate at approval: 6.23% f
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/28/2024
First disbursement: 11/12/2024
Days to fund: 76 days
Collateral: Required
Jobs supported: 2
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Other Accounting Services
NAICS code: 541219
Lender: Wells Fargo Bank National Association
Address: 317 S LITTLE TOR RD
City: New City, 10956
County: Rockland
SBA district office: NEW YORK DISTRICT OFFICE
Congressional district: 17

$1,000,000 — FY2023

Loan 3 of 3

Gross approval: $1,000,000
SBA guaranteed: $750,000 (75%)
Status: Paid in full
Rate at approval: 8.25% v
Term: 300 mo (25 yr)
Program: 7a General
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/8/2022
First disbursement: 12/5/2022
Days to fund: 27 days
Paid in full: 11/30/2024
Collateral: Required
Jobs supported: 8
Business type: Corporation
Business age: New Business or 2 years or less
Industry: Tax Preparation Services
NAICS code: 541213
Lender: FinWise Bank
Address: 317 S Little Tor Road
City: New City, 10956
County: Rockland
SBA district office: NEW YORK DISTRICT OFFICE
Congressional district: 17

The lenders

FinWise Bank

2 loans to this businessFull SBA lending record + branches on the lender page →

Wells Fargo Bank National Association

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.

SBA lenders in New York Lenders for tax preparation services Tax Preparation Services lenders in New York

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.

KREITZMAN & KREITZMAN, CPAS PTRS

Hauppauge, NY· ~45 mi

Tax Preparation Services

$1.7M
SBA financing: ≈ $3.4M–$5.7M
Est. revenue (rough)

View record

LMD Tax Services LLC

New City, NY· ~2 mi

Tax Preparation Services

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

View record

Eco-Tax, Inc.

Brooklyn, NY· ~38 mi

Tax Preparation Services

$1.4M
SBA financing: ≈ $2.6M–$4.4M
Est. revenue (rough)

View record

Peretz, Resnick, Levy & Co., Inc

New City, NY· ~2 mi

Tax Preparation Services

$50K
SBA financing: ≈ $98K–$163K
Est. revenue (rough)

View record

SQUARE CONSULTING 1 INC

Spring Valley, NY· ~2 mi

Tax Preparation Services

$150K
SBA financing: ≈ $294K–$490K
Est. revenue (rough)

View record

MS BRODY & CO. LLC

Spring Valley, NY· ~2 mi

Tax Preparation Services

$93K
SBA financing: ≈ $182K–$304K
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for Jacob Lichter & Associates LTD in New City, NY (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.

3 SBA 7(a) loans totaling $2.3M
On record FY2023–25
17 jobs supported
Industry: Tax Preparation Services
Location: New City, NY
Lenders: FinWise Bank, Wells Fargo Bank National Association

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Tax Preparation Services businesses in NY for ~$779k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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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.
Canonical:: https://www.capbench.com/businesses/jacob-lichter-associates-ltd-ny
API:: https://www.capbench.com/api/public/businesses/jacob-lichter-associates-ltd-ny
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 Jacob Lichter & Associates LTD.