SBA lending record

JAMES C HENRY EA INC

8578 Utica Ave, Rancho Cucamonga, CA 91730 · 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

Loan on record

FY2024

On record

Jobs supported

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

Is JAMES C HENRY EA INC 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.

Claim this listing Remove

The loan

$350,000 — FY2024

Gross approval: $350,000
SBA guaranteed: $262,500 (75%)
Status: Payments deferred
Rate at approval: 11.5% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 9/9/2024
First disbursement: 10/1/2024
Days to fund: 22 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 6
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services
NAICS code: 541213
Lender: Newtek Bank, National Association
Address: 8578 Utica Ave
City: Rancho Cucamonga, 91730
County: San Bernardino
SBA district office: SANTA ANA DISTRICT OFFICE
Congressional district: 31

The lender

Newtek 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 California Lenders for tax preparation services Tax Preparation Services lenders in California

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.

Legacy Accounting & Tax Solutions, LLC

Rancho Cucamonga, CA· ~1 mi

Tax Preparation Services

$439K
SBA financing: ≈ $860K–$1.4M
Est. revenue (rough)

View record

My Virtual Tax Shop LLC

Jurupa Valley, CA· ~12 mi

Tax Preparation Services

$465K
SBA financing: ≈ $912K–$1.5M
Est. revenue (rough)

View record

Jose Alberto Garcia

Fontana, CA· ~7 mi

Tax Preparation Services

$705K
SBA financing: ≈ $1.4M–$2.3M
Est. revenue (rough)

View record

La Sierra Multiservices and Management, Inc.

Rialto, CA· ~12 mi

Tax Preparation Services

$596K
SBA financing: ≈ $1.2M–$1.9M
Est. revenue (rough)

View record

Tax Point Partners

Glendora, CA· ~16 mi

Tax Preparation Services

$225K
SBA financing: ≈ $441K–$735K
Est. revenue (rough)

View record

villas taxes and year round bookkeeping

Ontario, CA· ~7 mi

Tax Preparation Services

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

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for JAMES C HENRY EA INC in Rancho Cucamonga, 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 FY2024
6 jobs supported
Industry: Tax Preparation Services
Location: Rancho Cucamonga, CA
Lender: Newtek 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 CA for ~$350k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

Pre-qualify this deal Talk to a loan broker Find SBA lenders Compare similar deals

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.
Canonical:: https://www.capbench.com/businesses/james-c-henry-ea-inc-ca
API:: https://www.capbench.com/api/public/businesses/james-c-henry-ea-inc-ca
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 JAMES C HENRY EA INC 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.

Claim this listing

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.

By submitting, I agree that CapBench may share my contact information with SBA lending partners and loan brokers (including partners who compensate CapBench), and that they and CapBench may contact me about financing by phone, email, and text — including via autodialed or prerecorded calls and messages — at the phone number and email I provide. Consent is not a condition of any purchase or service, and message and data rates may apply. CapBench is not a lender and makes no credit decision.

CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with JAMES C HENRY EA INC.