SBA lending record
Southward & Associates
129 Laurel Street and 132 El Camino Real, San Carlos, CA 94070 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$500K
Total SBA financing
1
Loan on record
FY2023
On record
10
Jobs supported
● business — business location is the ZIP-area centroid from the public record
Is Southward & Associates your business?
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The loan
$500,000 — FY2023
- Gross approval
- $500,000
- SBA guaranteed
- $375,000 (75%)
- Status
- Paid in full
- Rate at approval
- 9% v
- Term
- 300 mo (25 yr)
- Program
- Preferred Lenders Program
- Subprogram
- Guaranty
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 5/19/2023
- First disbursement
- 6/5/2023
- Days to fund
- 17 days
- Paid in full
- 6/30/2025
- Collateral
- Required
- Sold on secondary market
- Yes
- Jobs supported
- 10
- Business type
- Individual
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Lender
- East West Bank
- Address
- 129 Laurel Street and 132 El Camino Real
- City
- San Carlos, 94070
- County
- San Mateo
- SBA district office
- SAN FRANCISCO DISTRICT OFFICE
- Congressional district
- 14
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.
Ellerra LLC
Palo Alto, CA· ~7 mi
Tax Preparation Services
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
Valerie Deike CPA
San Francisco, CA· ~22 mi
Tax Preparation Services
- $522K
- SBA financing
- ≈ $1.0M–$1.7M
- Est. revenue (rough)
Canty, Inc
San Francisco, CA· ~22 mi
Tax Preparation Services
- $525K
- SBA financing
- ≈ $1.0M–$1.7M
- Est. revenue (rough)
JS CPA Inc
Campbell, CA· ~23 mi
Tax Preparation Services
- $473K
- SBA financing
- ≈ $928K–$1.5M
- Est. revenue (rough)
JML Financial Group, Inc.
Corte Madera, CA· ~33 mi
Tax Preparation Services
- $500K
- SBA financing
- ≈ $980K–$1.6M
- Est. revenue (rough)
Skyline Tax & Accounting Inc.
San Francisco, CA· ~21 mi
Tax Preparation Services
- $450K
- SBA financing
- ≈ $882K–$1.5M
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for Southward & Associates in San Carlos, 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 $500K
- On record FY2023
- 10 jobs supported
- Industry: Tax Preparation Services
- Location: San Carlos, CA
- Lender: East West 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 ~$500k 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 2026-06-18.
- 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 Southward & Associates 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 Southward & Associates.