SBA lending record

TO & SCOTT LLC

976 Artesia Blvd, Hermosa Beach, CA 90254 · Tax Preparation Services. The complete public SBA 7(a) record for this business — every loan, every field, the lender, and the map.

$2.7M

Total SBA financing

Loans on record

FY2021–26

On record

139

Jobs supported

● business — business location is the ZIP-area centroid from the public record

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All 4 loans

$300,000 — FY2026

Loan 1 of 4

Gross approval: $300,000
SBA guaranteed: $150,000 (50%)
Status: Cancelled
Rate at approval: 8.25% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/14/2025
Collateral: Required
Jobs supported: 44
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Other Accounting Services
NAICS code: 541219
Lender: Live Oak Banking Company
Address: 4350 EXECUTIVE DR
City: San Diego, 92121
County: San Diego
SBA district office: SAN DIEGO DISTRICT OFFICE
Congressional district: 49

$1,350,000 — FY2026

Loan 2 of 4

Gross approval: $1,350,000
SBA guaranteed: $553,500 (41%)
Status: Current
Rate at approval: 8.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/17/2025
First disbursement: 12/5/2025
Days to fund: 18 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 44
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Other Accounting Services
NAICS code: 541219
Lender: Live Oak Banking Company
Address: 4350 EXECUTIVE DR
City: San Diego, 92121
County: San Diego
SBA district office: SAN DIEGO DISTRICT OFFICE
Congressional district: 49

$300,000 — FY2026

Loan 3 of 4

Gross approval: $300,000
SBA guaranteed: $120,000 (40%)
Status: Current
Rate at approval: 8.25% v
Term: 120 mo (10 yr)
Program: SBA Express Program
Subprogram: FA$TRK (Small Loan Express)
Loan type: Term loan
Purpose: Other / working capital
Approved: 11/17/2025
First disbursement: 12/5/2025
Days to fund: 18 days
Collateral: Required
Jobs supported: 44
Business type: Corporation
Business age: Existing or more than 2 years old
Industry: Other Accounting Services
NAICS code: 541219
Lender: Live Oak Banking Company
Address: 4350 EXECUTIVE DR
City: San Diego, 92121
County: San Diego
SBA district office: SAN DIEGO DISTRICT OFFICE
Congressional district: 49

$705,000 — FY2021

Loan 4 of 4

Gross approval: $705,000
SBA guaranteed: $634,500 (90%)
Status: Current
Rate at approval: 5.25% v
Term: 120 mo (10 yr)
Program: Preferred Lenders Program
Subprogram: Guaranty
Loan type: Term loan
Purpose: Business purchase
Approved: 3/8/2021
First disbursement: 3/19/2021
Days to fund: 11 days
Collateral: Required
Sold on secondary market: Yes
Jobs supported: 7
Business type: Corporation
Business age: Change of Ownership
Industry: Tax Preparation Services
NAICS code: 541213
Lender: Live Oak Banking Company
Address: 976 Artesia Blvd
City: Hermosa Beach, 90254
County: Los Angeles
SBA district office: LOS ANGELES DISTRICT OFFICE
Congressional district: 33

The lender

Live Oak Banking Company

4 loans to this businessFull SBA lending record + branches on the lender page →

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The banks most active funding tax preparation services — by location, industry.

SBA lenders in California Lenders for tax preparation services Tax Preparation Services lenders in California

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.

Exact Tax, Inc.

Monterey Park, CA· ~21 mi

Tax Preparation Services

$1.7M
SBA financing: ≈ $3.4M–$5.7M
Est. revenue (rough)

View record

Ovation Tax Group LLC

Northridge, CA· ~27 mi

Tax Preparation Services

$2.9M
SBA financing: ≈ $5.6M–$9.4M
Est. revenue (rough)

View record

MARTIR FINANCIAL GROUP INC., a California Corporation

Placentia, CA· ~30 mi

Tax Preparation Services

$2.2M
SBA financing: ≈ $4.2M–$7.0M
Est. revenue (rough)

View record

WCH ACQ, LLC

Tustin, CA· ~34 mi

Tax Preparation Services

$3.1M
SBA financing: ≈ $6.1M–$10M
Est. revenue (rough)

View record

CFOmate, Inc.

Whittier, CA· ~22 mi

Tax Preparation Services

$1.4M
SBA financing: ≈ $2.8M–$4.6M
Est. revenue (rough)

View record

CKM FINANCIAL SERVICES, INC

Santa Monica, CA· ~11 mi

Tax Preparation Services

$725K
SBA financing: ≈ $1.4M–$2.4M
Est. revenue (rough)

View record

Agent summary

This page summarizes the public SBA 7(a) lending record for TO & SCOTT LLC in Hermosa Beach, 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.

4 SBA 7(a) loans totaling $2.7M
On record FY2021–26
139 jobs supported
Industry: Tax Preparation Services
Location: Hermosa Beach, CA
Lender: Live Oak Banking Company

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 ~$664k deals, then pre-qualify for 7(a) financing before making an offer. CapBench can arrange a lender introduction — free for buyers.

Next steps

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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.
Canonical:: https://www.capbench.com/businesses/to-scott-llc-ca
API:: https://www.capbench.com/api/public/businesses/to-scott-llc-ca
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 TO & SCOTT LLC.