SBA lending record
Ott & Associates, LLC
2350 S 2300 E, Salt Lake City, UT 84109 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$200K
Total SBA financing
1
Loan on record
FY2023
On record
4
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Ott & Associates, LLC your business?
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The loan
$200,000 — FY2023
- Gross approval
- $200,000
- SBA guaranteed
- $150,000 (75%)
- Status
- Paid in full
- Rate at approval
- 11% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 7/10/2023
- First disbursement
- 8/4/2023
- Days to fund
- 25 days
- Paid in full
- 8/31/2024
- Collateral
- Required
- Jobs supported
- 4
- Business type
- Corporation
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Address
- 2350 S 2300 E
- City
- Salt Lake City, 84109
- County
- Salt Lake
- SBA district office
- UTAH DISTRICT OFFICE
- Congressional district
- 2
The lender
BMO 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 Preparation Services, LLC
Salt Lake City, UT· ~1 mi
Tax Preparation Services
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
Smith Tax Advisors, LLC
Salt Lake City, UT· ~5 mi
Tax Preparation Services
- $352K
- SBA financing
- ≈ $690K–$1.2M
- Est. revenue (rough)
Michael A. York & Associates, LLC
Salt Lake City, UT· ~2 mi
Tax Preparation Services
- $550K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
The Summit Group LLC
Salt Lake City, UT· ~2 mi
Tax Preparation Services
- $569K
- SBA financing
- ≈ $1.1M–$1.9M
- Est. revenue (rough)
SM Professional Services, LLC
Taylorsville, UT· ~8 mi
Tax Preparation Services
- $562K
- SBA financing
- ≈ $1.1M–$1.8M
- Est. revenue (rough)
Beesley Accounting LLC
Payson, UT· ~47 mi
Tax Preparation Services
- $200K
- SBA financing
- ≈ $392K–$654K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Ott & Associates, LLC in Salt Lake City, UT (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 $200K
- On record FY2023
- 4 jobs supported
- Industry: Tax Preparation Services
- Location: Salt Lake City, UT
- Lender: BMO 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 UT for ~$200k 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 Ott & Associates, 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 Ott & Associates, LLC.