SBA lending record
Precision Tax Solutions LLC
700 Riverview Dr, Green Bay, WI 54303 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$335K
Total SBA financing
1
Loan on record
FY2020
On record
13
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Precision Tax Solutions 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.
The loan
$335,000 — FY2020
- Gross approval
- $335,000
- SBA guaranteed
- $251,250 (75%)
- Status
- Paid in full
- Rate at approval
- 7.5% v
- Term
- 120 mo (10 yr)
- Program
- 7a General
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Business purchase
- Approved
- 12/19/2019
- First disbursement
- 1/31/2020
- Days to fund
- 43 days
- Paid in full
- 2/28/2023
- Collateral
- Required
- Jobs supported
- 13
- Business type
- Corporation
- Business age
- Change of Ownership
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Lender
- Waukesha State Bank
- Address
- 700 Riverview Dr
- City
- Green Bay, 54303
- County
- Brown
- SBA district office
- WISCONSIN 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.
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.
Pullen Accounting & Tax Prep Inc
De Pere, WI· ~7 mi
Tax Preparation Services
- $640K
- SBA financing
- ≈ $1.3M–$2.1M
- Est. revenue (rough)
Jeena Tax Solutions LLC
Green Bay, WI· ~5 mi
Tax Preparation Services
- $150K
- SBA financing
- ≈ $294K–$490K
- Est. revenue (rough)
PHILLIPS TAX and ACCOUNTING, INC.
Oshkosh, WI· ~44 mi
Tax Preparation Services
- $235K
- SBA financing
- ≈ $461K–$768K
- Est. revenue (rough)
Vickney CPA SC
Hartford, WI· ~86 mi
Tax Preparation Services
- $350K
- SBA financing
- ≈ $686K–$1.1M
- Est. revenue (rough)
SBS Tax, LLC
Pewaukee, WI· ~101 mi
Tax Preparation Services
- $275K
- SBA financing
- ≈ $539K–$899K
- Est. revenue (rough)
ZH Tax Services LLC
Milwaukee, WI· ~102 mi
Tax Preparation Services
- $210K
- SBA financing
- ≈ $412K–$686K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Precision Tax Solutions LLC in Green Bay, WI (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 $335K
- On record FY2020
- 13 jobs supported
- Industry: Tax Preparation Services
- Location: Green Bay, WI
- Lender: Waukesha State Bank
Buyers researching a deal like this usually check lender fit next: see the SBA lenders most active with Tax Preparation Services businesses in WI for ~$335k 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 Precision Tax Solutions LLC your business?
This page was built from public lending data. Claim it free to correct the details, tell your story, and control how your business shows up — or ask us to take it down.
Researching a business like this one?
The numbers above are what a deal of this size and type actually looked like. Tell us what you're buying and we'll point you to the lenders most likely to fund it.
Free · No documents · Usually same-day
Backed by data on 1,000+ SBA lenders and 300,000+ funded deals. Your details go only to lending partners you ask to be matched with — never sold to advertisers.
CapBench listing built from public SBA 7(a) lending records. Figures are as reported; verify before relying on them. Not affiliated with Precision Tax Solutions LLC.