Industry intelligence
Tax Preparation Services in North Carolina
29 tax preparation services businesses in North Carolina financed with SBA 7(a) loans, largest first. Each links to its complete record.
- Hall CPA PLLCRaleigh, NC · 1 loan$5.0M
- Cape Fear Regional Tax Consultants, LLCWilmington, NC · 2 loans$2.9M
- PI TAX PREP LLCCharlotte, NC · 2 loans$2.6M
- Bry Tax LLCCharlotte, NC · 1 loan$2.1M
- Tall Oak Tax Services, LLCRaleigh, NC · 1 loan$1.1M
- JACOBS & COMPANY CPAS & ADVISORS PLLCHuntersville, NC · 2 loans$765K
- P&C ACCOUNTING AND TAX LLCShallotte, NC · 1 loan$670K
- Concelium, LLCCharlotte, NC · 1 loan$659K
- LatinoUSA Services, Inc.Raleigh, NC · 2 loans$630K
- Emerald Tax & Accounting Solutions, LLCAsheboro, NC · 1 loan$473K
- Koren S Cranford CPA PLLCCharlotte, NC · 1 loan$350K
- KC Financial L.L.C.Sanford, NC · 1 loan$350K
- Fisher, P.A.Charlotte, NC · 1 loan$350K
- ARYEE ACCOUNTING AND TAX SERVICES LLCSpindale, NC · 2 loans$340K
- RPS Accounting & Tax PCWilmington, NC · 1 loan$300K
- Allison Bookkeeping & TaxConcord, NC · 1 loan$215K
- Taxvy Financial Services, LLCMonroe, NC · 1 loan$206K
- TAX ADVISORS OF CARY LLCCary, NC · 1 loan$150K
- DanFam Enterprises LLCStanley, NC · 1 loan$150K
- Bill Owens Specialty Services IncBryson City, NC · 1 loan$125K
- Next Level Tax Services LLCDurham, NC · 2 loans$114K
- Pamlico Tax ServiceWashington, NC · 1 loan$93K
- DESHANDRAWOODLEAsheboro, NC · 1 loan$76K
- Carolinas Tax and Business Services LLCMatthews, NC · 1 loan$45K
- TaxTime 1040, IncAndrews, NC · 2 loans$37K
- CAROLINA TAXWORKS, INC.Jonesville, NC · 1 loan$30K
- Innate Keys Accounting Firm LLCConcord, NC · 1 loan$25K
- Prestige Tax ServiceFayetteville, NC · 1 loan$25K
- The Tax Place ServicesCharlotte, NC · 1 loan$20K
AI summary
North Carolina has 29 tax preparation services businesses on record financed with SBA 7(a) loans, the largest of which closed $5.0M in financing.
CapBench SBA Intelligence ranks the SBA lenders actively financing tax preparation services deals in North Carolina and surfaces typical loan sizes and risk signals, so buyers, advisors, and AI agents can see who funds tax preparation services businesses in North Carolina before they approach a lender.
Source: CapBench SBA Intelligence, based on public SBA, lender, franchise, FDIC, and related records. CapBench is not a lender and does not guarantee financing.
Agent summary
This page lists public SBA 7(a)-financed tax preparation services businesses in North Carolina, largest first, from CapBench SBA Intelligence. Each entry links to its complete public loan record. CapBench is not a lender.
- 29 tax preparation services businesses financed in North Carolina
- Largest deal on record: $5.0M
- State: North Carolina
- Industry: Tax Preparation Services
- 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.
- Results cover businesses with a project address in this state. Figures are historical public loan records, not a current offer or loan approval.
Financing a tax preparation service in North Carolina?
Tell us your deal and we'll point you to the SBA lenders already funding this industry in your state.
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 analysis of public SBA 7(a) lending records with a North Carolina project address.