SBA lending record
Ledger Tech- Lake Forest, LLC
410 W AMERIGE AVE, Fullerton, CA 92832 · Offices of Certified Public Accountants. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$589K
Total SBA financing
2
Loans on record
FY2023
On record
22
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$529,200 — FY2023
Loan 1 of 2- Gross approval
- $529,200
- SBA guaranteed
- $396,900 (75%)
- Status
- Current
- Rate at approval
- 8.4% f
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 2/23/2023
- First disbursement
- 2/23/2023
- Days to fund
- 0 days
- Collateral
- Required
- Jobs supported
- 11
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Address
- 410 W AMERIGE AVE
- City
- Fullerton, 92832
- County
- Orange
- SBA district office
- SANTA ANA DISTRICT OFFICE
- Congressional district
- 39
$60,000 — FY2023
Loan 2 of 2- Gross approval
- $60,000
- SBA guaranteed
- $30,000 (50%)
- Status
- Committed
- Rate at approval
- 8.6% f
- Term
- 60 mo (5 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 2/24/2023
- Collateral
- Required
- Jobs supported
- 11
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Offices of Certified Public Accountants
- NAICS code
- 541211
- Address
- 410 W AMERIGE AVE
- City
- Fullerton, 92832
- County
- Orange
- SBA district office
- SANTA ANA DISTRICT OFFICE
- Congressional district
- 39
The lender
Wells Fargo Bank National Association
2 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.
TESK INVESTMENTS, LLC
Brea, CA· ~4 mi
Paramount Tax
- $628K
- SBA financing
- ≈ $1.2M–$2.1M
- Est. revenue (rough)
SNK ACCOUNTANCY CORPORATION
Cerritos, CA· ~7 mi
Offices of Certified Public Accountants
- $578K
- SBA financing
- ≈ $1.1M–$1.9M
- Est. revenue (rough)
NEXIIO LLC
Brea, CA· ~5 mi
Offices of Certified Public Accountants
- $564K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
Private Accountant, Inc
La Palma, CA· ~7 mi
Offices of Certified Public Accountants
- $414K
- SBA financing
- ≈ $812K–$1.4M
- Est. revenue (rough)
Raumin P. Benjamin
La Palma, CA· ~7 mi
Offices of Certified Public Accountants
- $376K
- SBA financing
- ≈ $737K–$1.2M
- Est. revenue (rough)
DAVID C. CHI, CPA
Diamond Bar, CA· ~10 mi
Offices of Certified Public Accountants
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Ledger Tech- Lake Forest, LLC in Fullerton, 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.
- 2 SBA 7(a) loans totaling $589K
- On record FY2023
- 22 jobs supported
- Industry: Offices of Certified Public Accountants
- Location: Fullerton, CA
- Lender: Wells Fargo Bank National Association
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 ~$295k 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.
Is Ledger Tech- Lake Forest, LLC your business?
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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 Ledger Tech- Lake Forest, LLC.