SBA lending record
Maximum Refund
29118 LOTUSGARDEN DR, Canyon Country, CA 91387 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$145K
Total SBA financing
1
Loan on record
FY2022
On record
3
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$145,000 — FY2022
- Gross approval
- $145,000
- SBA guaranteed
- $123,250 (85%)
- Status
- Charged off (failed)
- Rate at approval
- 7.5% v
- Term
- 93 mo (8 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 7/11/2022
- First disbursement
- 8/5/2022
- Days to fund
- 25 days
- Charged off
- 11/21/2024
- Charge-off amount
- $140,616
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 3
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Address
- 29118 LOTUSGARDEN DR
- City
- Canyon Country, 91387
- County
- Los Angeles
- SBA district office
- LOS ANGELES DISTRICT OFFICE
- Congressional district
- 25
The lender
The Huntington 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.
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.
The Velez Group Inc.
Arleta, CA· ~13 mi
Tax Preparation Services
- $125K
- SBA financing
- ≈ $245K–$408K
- Est. revenue (rough)
Cole David Edwards
Stevenson Ranch, CA· ~14 mi
Tax Preparation Services
- $246K
- SBA financing
- ≈ $482K–$804K
- Est. revenue (rough)
GUIDO INCOME TAX SERVICES, INC.
Toluca Lake, CA· ~20 mi
Tax Preparation Services
- $100K
- SBA financing
- ≈ $196K–$327K
- Est. revenue (rough)
John T Gilbert
Calabasas, CA· ~23 mi
Tax Preparation Services
- $125K
- SBA financing
- ≈ $245K–$408K
- Est. revenue (rough)
IRBUSINESS INC
Los Angeles, CA· ~30 mi
Tax Preparation Services
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
HR Tax Prep; HRTP
Woodland Hills, CA· ~23 mi
Tax Preparation Services
- $225K
- SBA financing
- ≈ $441K–$735K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Maximum Refund in Canyon Country, 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 $145K
- On record FY2022
- 3 jobs supported
- Industry: Tax Preparation Services
- Location: Canyon Country, CA
- Lender: The Huntington 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 CA for ~$145k 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 Maximum Refund.