SBA lending record
TAXTECH ACCOUNTING SERVICES
2099 S Atlantic Blvd Ste O, Monterey Park, CA 91754 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.
$32K
Total SBA financing
1
Loan on record
FY2020
On record
—
Jobs supported
● business — business location is the ZIP-area centroid from the public record
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The loan
$32,400 — FY2020
- Gross approval
- $32,400
- SBA guaranteed
- $16,200 (50%)
- Status
- Current
- Rate at approval
- 11.5% f
- Term
- 84 mo (7 yr)
- Program
- SBA Express Program
- Subprogram
- FA$TRK (Small Loan Express)
- Loan type
- Term loan
- Purpose
- Other / working capital
- Approved
- 11/1/2019
- First disbursement
- 11/30/2019
- Days to fund
- 29 days
- Collateral
- Required
- Business type
- Partnership
- Business age
- Existing or more than 2 years old
- Industry
- Tax Preparation Services
- NAICS code
- 541213
- Address
- 2099 S Atlantic Blvd Ste O
- City
- Monterey Park, 91754
- County
- Los Angeles
- SBA district office
- LOS ANGELES DISTRICT OFFICE
- Congressional district
- 27
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.
Hector A Ochoa Mendoza
El Monte, CA· ~7 mi
Tax Preparation Services
- $31K
- SBA financing
- ≈ $61K–$102K
- Est. revenue (rough)
OSWALDO CARDOZO
Pasadena, CA· ~8 mi
Tax Preparation Services
- $32K
- SBA financing
- ≈ $62K–$103K
- Est. revenue (rough)
Alpha & Omega Taxes Inc
Huntington Park, CA· ~6 mi
Tax Preparation Services
- $52K
- SBA financing
- ≈ $101K–$169K
- Est. revenue (rough)
LA PUENTE INCOME TAX & BOOKKEEPING SERVICE
La Puente, CA· ~11 mi
Tax Preparation Services
- $41K
- SBA financing
- ≈ $81K–$135K
- Est. revenue (rough)
Diego A Ortiz
Los Angeles, CA· ~8 mi
Tax Preparation Services
- $52K
- SBA financing
- ≈ $101K–$169K
- Est. revenue (rough)
Nunez Income Tax Services
El Monte, CA· ~8 mi
Tax Preparation Services
- $19K
- SBA financing
- ≈ $37K–$62K
- Est. revenue (rough)
Agent summary
This page summarizes the public SBA 7(a) lending record for TAXTECH ACCOUNTING SERVICES in Monterey Park, 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 $32K
- On record FY2020
- Industry: Tax Preparation Services
- Location: Monterey Park, CA
- Lender: JPMorgan Chase 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 CA for ~$32k 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 TAXTECH ACCOUNTING SERVICES.