SBA lending record

KISER TAX LLC

8222 S 48TH ST STE 200, Pheonix, AZ 85044 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$1.7M

Total SBA financing

Loans on record

FY2021–23

On record

Jobs supported

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

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All 3 loans

$150,000 — FY2023

Loan 1 of 3

Gross approval: $150,000
SBA guaranteed: $127,500 (85%)
Status: Current
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: 3/31/2023
First disbursement: 4/4/2023
Days to fund: 4 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 3
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Other Accounting Services
NAICS code: 541219
Lender: BayFirst National Bank
Address: 4450 S RURAL RD
City: Tempe, 85282
County: Maricopa
SBA district office: ARIZONA DISTRICT OFFICE
Congressional district: 9

$447,600 — FY2021

Loan 2 of 3

Gross approval: $447,600
SBA guaranteed: $402,840 (90%)
Status: Paid in full
Rate at approval: 5.75% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 2/24/2021
First disbursement: 2/28/2021
Days to fund: 4 days
Paid in full: 6/30/2024
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 2
Business type: Corporation
Business age: Change of Ownership
Industry: Tax Preparation Services
NAICS code: 541213
Lender: Celtic Bank Corporation
Address: 8222 S 48TH ST STE 200
City: Pheonix, 85044
County: Maricopa
SBA district office: ARIZONA DISTRICT OFFICE
Congressional district: 7

$1,097,000 — FY2021

Loan 3 of 3

Gross approval: $1,097,000
SBA guaranteed: $987,300 (90%)
Status: Paid in full
Rate at approval: 5.75% v
Term: 300 mo (25 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 8/2/2021
First disbursement: 8/3/2021
Days to fund: 1 days
Paid in full: 6/30/2024
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 4
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Tax Preparation Services
NAICS code: 541213
Lender: Celtic Bank Corporation
Address: 4450 S Rural Rd Ste E
City: Tempe, 85282
County: Maricopa
SBA district office: ARIZONA DISTRICT OFFICE
Congressional district: 9

The lenders

Celtic Bank Corporation

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

BayFirst National Bank

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 Arizona Lenders for tax preparation services Tax Preparation Services lenders in Arizona

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.

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SBA financing: ≈ $6.3M–$11M
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SBA financing: ≈ $5.1M–$8.4M
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Gohabsgo Investments LLC

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$5.0M
SBA financing: ≈ $9.8M–$16M
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New Beginnings One Stop Tax Relief & Preparation

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$50K
SBA financing: ≈ $98K–$163K
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C2 Tax and Accounting, LLC

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SBA financing: ≈ $147K–$245K
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Agent summary

This page summarizes the public SBA 7(a) lending record for KISER TAX LLC in Pheonix, AZ (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 $1.7M
On record FY2021–23
9 jobs supported
Industry: Tax Preparation Services
Location: Pheonix, AZ
Lenders: Celtic Bank Corporation, BayFirst National Bank

Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Tax Preparation Services businesses in AZ for ~$565k 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 2026-06-18.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/businesses/kiser-tax-llc-az
API:: https://www.capbench.com/api/public/businesses/kiser-tax-llc-az
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 KISER TAX LLC.