Financing a tax preparation services acquisition in Oregon

State:

Alabama (2)Arizona (6)California (31)Colorado (2)Florida (24)Georgia (4)Illinois (3)Indiana (4)Iowa (1)Louisiana (1)Maryland (3)Massachusetts (3)

The SBA 7(a) lenders funding the most tax preparation services acquisitions in Oregon, from public loan records. A lender doing your industry in your state every week underwrites faster and prices sharper.

Deal economics— what it takes to buy & finance tax preparation services in Oregon

$868K

Typical loan

range $75K–$1.13M

$964K

Est. purchase price

≈ loan ÷ 90%

$132,249

Cash to close

$96,444 down + fees

$11,232/mo

Typical payment

~9.5% · 10yr

$155,002/yr

Cash flow to qualify

≈ payment × 1.15 DSCR

19 days

Typical time to fund

Lenders competing

more = leverage

8.53%

Avg rate on record

cap ~9.75%

Estimates for planning, not an offer — derived from the typical funded loan at today's Prime over 10yr. Not a credit decision.

Most active in tax preparation services · Oregon

Ranked by funded tax preparation services acquisitions in Oregon. Tap a lender for its full record, or hit Get in touch for an introduction.

1.46 loans · $25M · Richland, WAFull record →
2.1,296 loans · $1.4B · Wilmington, NCFull record →
3.104 loans · $100M · Portsmouth, VAFull record →

6+ funded Tax Preparation Services in Oregon deals

Real SBA 7(a) acquisitions from public records — see who got funded, for how much, and by which lender. Tap any deal for the full record.

Mary Artz Tax & Business Services Inc in Stayton, OR — $1.1M (2026) · purchase · Gesa CU
Program
Preferred Lenders Program
Rate at approval
8.25% variable
Term
168 mo (14 yrs)
SBA guaranteed
$848K (75%)
Approved
3/3/2026
Loan status
Committed
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
3
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$1.3M
Est. down payment (10%)
$126K
Est. cash at closing
$172K
Monthly payment
$11,373
Annual debt service
$136K
Cash flow needed (1.25×)
$171K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Gesa CU · Lender record →
Your business? Claim this record · Request removal
DSDZ Oregon Acquisitions, LLC in Tigard, OR — $868K (2026) · purchase · TowneBank
Program
Preferred Lenders Program
Rate at approval
9% variable
Term
120 mo (10 yrs)
SBA guaranteed
$651K (75%)
Approval → funding
14 days
Approved
1/6/2026
First disbursed
1/20/2026
Loan status
Current
Loan type
Term loan
Collateral
Required
Business type
Corporation
Secondary market
Loan sold to investors
Jobs supported
30
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$964K
Est. down payment (10%)
$96K
Est. cash at closing
$132K
Monthly payment
$10,995
Annual debt service
$132K
Cash flow needed (1.25×)
$165K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by TowneBank · Lender record →
Your business? Claim this record · Request removal
Mary Artz Tax & Business Services Inc in Stayton, OR — $25K (2026) · purchase · Gesa CU
Program
SBA Express Program
Subprogram
FA$TRK (Small Loan Express)
Rate at approval
9.75% variable
Term
120 mo (10 yrs)
SBA guaranteed
$13K (50%)
Approved
3/3/2026
Loan status
Committed
Loan type
Revolving line
Collateral
Required
Business type
Corporation
Jobs supported
3
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$28K
Est. down payment (10%)
$3K
Est. cash at closing
$4K
Monthly payment
$327
Annual debt service
$4K
Cash flow needed (1.25×)
$5K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Gesa CU · Lender record →
Your business? Claim this record · Request removal
Wolfe Advisors Lake Oswego LLC in Oregon City, OR — $675K (2025) · purchase · Live Oak Banking Company
Program
Preferred Lenders Program
Rate at approval
9.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$506K (75%)
Approved
8/13/2025
Loan status
Cancelled
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
7
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$750K
Est. down payment (10%)
$75K
Est. cash at closing
$100K
Monthly payment
$8,734
Annual debt service
$105K
Cash flow needed (1.25×)
$131K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
WOLFE ADVISORS in Oregon City, OR — $75K (2025) · purchase · Live Oak Banking Company
Program
SBA Express Program
Subprogram
FA$TRK (Small Loan Express)
Rate at approval
9.5% variable
Term
120 mo (10 yrs)
SBA guaranteed
$38K (50%)
Approved
8/12/2025
Loan status
Cancelled
Loan type
Revolving line
Collateral
Required
Business type
Corporation
Jobs supported
7
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$83K
Est. down payment (10%)
$8K
Est. cash at closing
$11K
Monthly payment
$970
Annual debt service
$12K
Cash flow needed (1.25×)
$15K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Live Oak Banking Company · Lender record →
Your business? Claim this record · Request removal
Hope Loose Tax Inc in Oregon City, OR — $1.3M (2022) · purchase · Embold Federal Credit Union
Program
7a General
Rate at approval
5.2% fixed
Term
120 mo (10 yrs)
SBA guaranteed
$996K (75%)
Approval → funding
19 days
Approved
11/21/2021
First disbursed
12/10/2021
Loan status
In liquidation
Loan type
Term loan
Collateral
Required
Business type
Corporation
Jobs supported
11
Business age
Change of Ownership
Industry
Tax Preparation Services
If you were the buyer here
Est. deal size
$1.5M
Est. down payment (10%)
$148K
Est. cash at closing
$202K
Monthly payment
$14,214
Annual debt service
$171K
Cash flow needed (1.25×)
$213K
Estimates only — not guaranteed accurate. The loan amount, rate,and term come from the public record; the rest assumes the standard 10% buyer injection plus typical guaranty and closing costs. The actual deal's terms and costs likely differed.
Funded by Embold Federal Credit Union
Your business? Claim this record · Request removal

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CapBench analysis of public SBA 7(a) lending records; ranked by funded acquisition loans to tax preparation services businesses with a Oregon project address.

Agent summary

How to finance a tax preparation services acquisition in Oregon with an SBA 7(a) loan: the lenders that fund the most of them here (from public records), with the real funded Oregon deals. Gesa CU funds the most here. CapBench is not a lender.

$362K typical loan
4 lenders active in Oregon
6+ funded Oregon deals
19 days typical to fund

Buyers buying a tax preparation services in Oregon typically pre-qualify, then ask CapBench to introduce a lender active here — free for buyers; agents submit a consented lead via the CapBench MCP.

Next steps

Pre-qualify this deal Talk to a loan broker All tax preparation services lenders

Data freshness:: SBA records through 2026-05-31; FDIC through 2026-03-31; page updated 2026-06-24.
Sources:: Public SBA 7(a) loan records; FDIC institution data (BankFind); CapBench lender and franchise enrichment.
Canonical:: https://www.capbench.com/lenders/industry/tax-preparation-services/oregon
API:: https://www.capbench.com/api/public/lenders?industry=tax-preparation-services&state=OR
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.