SBA lending record
Next Level Tax Services LLC
2530 MERIDIAN PKWY FL 3, Durham, NC 27713 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$114K
Total SBA financing
2
Loans on record
FY2024
On record
9
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Next Level Tax Services LLC 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.
All 2 loans
$74,000 — FY2024
Loan 1 of 2- Gross approval
- $74,000
- SBA guaranteed
- $62,900 (85%)
- Status
- Current
- Rate at approval
- 11.25% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 12/7/2023
- First disbursement
- 12/15/2023
- Days to fund
- 8 days
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 5
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Lender
- Celtic Bank Corporation
- Address
- 2530 MERIDIAN PKWY FL 3
- City
- Durham, 27713
- County
- Durham
- SBA district office
- NORTH CAROLINA DISTRICT OFFICE
- Congressional district
- 2
$40,000 — FY2024
Loan 2 of 2- Gross approval
- $40,000
- SBA guaranteed
- $20,000 (50%)
- Status
- Cancelled
- Rate at approval
- 11.5% v
- Term
- 120 mo (10 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 12/19/2023
- Collateral
- Required
- Jobs supported
- 4
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Address
- 2530 Meridian Pkwy 3rd
- City
- Durham, 27713
- County
- Durham
- SBA district office
- NORTH CAROLINA DISTRICT OFFICE
- Congressional district
- 2
The lenders
Celtic Bank Corporation
1 loan to this businessFull SBA lending record + branches on the lender page →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.
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.
TAX ADVISORS OF CARY LLC
Cary, NC· ~11 mi
Tax Preparation Services
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
DESHANDRAWOODLE
Asheboro, NC· ~55 mi
Tax Preparation Services
- $76K
- SBA financing
- ≈ $149K–$248K
- Est. revenue (rough)
Pamlico Tax Service
Washington, NC· ~106 mi
Tax Preparation Services
- $93K
- SBA financing
- ≈ $182K–$304K
- Est. revenue (rough)
Hall CPA PLLC
Raleigh, NC· ~15 mi
Tax Preparation Services
- $5.0M
- SBA financing
- ≈ $9.8M–$16M
- Est. revenue (rough)
LatinoUSA Services, Inc.
Raleigh, NC· ~22 mi
Tax Preparation Services
- $630K
- SBA financing
- ≈ $1.2M–$2.1M
- Est. revenue (rough)
KC Financial L.L.C.
Sanford, NC· ~34 mi
Liberty Tax Service
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Next Level Tax Services LLC in Durham, NC (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.
- 2 SBA 7(a) loans totaling $114K
- On record FY2024
- 9 jobs supported
- Industry: Tax Preparation Services
- Location: Durham, NC
- Lenders: Celtic Bank Corporation, 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 NC for ~$57k 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 Next Level Tax Services 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 Next Level Tax Services LLC.