SBA lending record
PI TAX PREP LLC
9711 DAVID TAYLOR DR, Charlotte, NC 28262 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$2.6M
Total SBA financing
2
Loans on record
FY2020–21
On record
9
Jobs supported
Franchise brand
Jackson Hewitt Tax Service
See Jackson Hewitt Tax Service's SBA financing data — typical deal, failure rate, and how its loans perform →
● business — business location is the ZIP-area centroid from the public record
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All 2 loans
$1,155,000 — FY2021
Loan 1 of 2- Gross approval
- $1,155,000
- SBA guaranteed
- $1,039,500 (90%)
- Status
- Paid in full
- Rate at approval
- 5.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 9/3/2021
- First disbursement
- 10/21/2021
- Days to fund
- 48 days
- Paid in full
- 2/28/2025
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 7
- Business type
- Corporation
- Business age
- New Business or 2 years or less
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Franchise
- Jackson Hewitt Tax Service
- Franchise code
- S0894
- Lender
- HomeTrust Bank
- Address
- 9711 DAVID TAYLOR DR
- City
- Charlotte, 28262
- County
- Mecklenburg
- SBA district office
- NORTH CAROLINA DISTRICT OFFICE
- Congressional district
- 8
$1,414,200 — FY2020
Loan 2 of 2- Gross approval
- $1,414,200
- SBA guaranteed
- $1,060,650 (75%)
- Status
- Paid in full
- Rate at approval
- 5.5% v
- Term
- 120 mo (10 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 8/27/2020
- First disbursement
- 9/30/2020
- Days to fund
- 34 days
- Paid in full
- 2/28/2025
- 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
- Franchise
- Jackson Hewitt Tax Service
- Franchise code
- S0894
- Lender
- HomeTrust Bank
- Address
- 9711 DAVID TAYLOR DR
- City
- Charlotte, 28262
- County
- Mecklenburg
- SBA district office
- NORTH CAROLINA DISTRICT OFFICE
- Congressional district
- 8
The lender
Find SBA lenders for businesses like this
The banks most active funding tax preparation services — by location, industry, and brand.
Other Jackson Hewitt Tax Service locations
Other Jackson Hewitt Tax Service businesses in the public SBA record — closest first, by location and deal size.
Bry Tax LLC
Charlotte, NC· ~8 mi
Jackson Hewitt Tax Service
- $2.1M
- SBA financing
- ≈ $4.1M–$6.9M
- Est. revenue (rough)
GSPC LLC
Spartanburg, SC· ~75 mi
Jackson Hewitt Tax Service
- $1.7M
- SBA financing
- ≈ $3.3M–$5.5M
- Est. revenue (rough)
Cape Fear Regional Tax Consultants, LLC
Wilmington, NC· ~178 mi
Jackson Hewitt Tax Service
- $2.9M
- SBA financing
- ≈ $5.7M–$9.4M
- Est. revenue (rough)
SRDA Tax Prep, LLC
Basking Ridge, NJ· ~499 mi
Jackson Hewitt Tax Service
- $2.3M
- SBA financing
- ≈ $4.5M–$7.5M
- Est. revenue (rough)
Tall Oak Tax Services of VA, LLC
Lynchburg, VA· ~165 mi
Jackson Hewitt Tax Service
- $1.5M
- SBA financing
- ≈ $3.0M–$5.0M
- Est. revenue (rough)
RAMS Tax LLC
Alexandria, VA· ~312 mi
Jackson Hewitt Tax Service
- $5.0M
- SBA financing
- ≈ $9.8M–$16M
- Est. revenue (rough)
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.
JACOBS & COMPANY CPAS & ADVISORS PLLC
Huntersville, NC· ~10 mi
Tax Preparation Services
- $765K
- SBA financing
- ≈ $1.5M–$2.5M
- Est. revenue (rough)
Concelium, LLC
Charlotte, NC· ~8 mi
Liberty Tax Service
- $659K
- SBA financing
- ≈ $1.3M–$2.2M
- Est. revenue (rough)
Koren S Cranford CPA PLLC
Charlotte, NC· ~9 mi
Tax Preparation Services
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
The Tax Place Services
Charlotte, NC· ~13 mi
Tax Preparation Services
- $20K
- SBA financing
- ≈ $39K–$65K
- Est. revenue (rough)
Innate Keys Accounting Firm LLC
Concord, NC· ~10 mi
Tax Preparation Services
- $25K
- SBA financing
- ≈ $49K–$82K
- Est. revenue (rough)
Allison Bookkeeping & Tax
Concord, NC· ~12 mi
Tax Preparation Services
- $215K
- SBA financing
- ≈ $422K–$703K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for PI TAX PREP LLC in Charlotte, 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 $2.6M
- On record FY2020–21
- 9 jobs supported
- Industry: Tax Preparation Services
- Location: Charlotte, NC
- Lender: HomeTrust Bank
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 ~$1.3M 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 PI TAX PREP LLC.