SHANE PIERSON · SBA DATA
SBA by Industry · Tax Preparation Services

SBA Loans for Tax Preparation Services

SBA has approved 3,647 7(a) loans worth $630M to Tax Preparation Services businesses, and annual approvals have grown 28% versus the prior decade.

3,647
7(a) loans
$630M
Approved dollars
$172,803
Average loan size
#89
Rank among industries
+28%
Annualized vs prior decade
12.0%
Active-loan distress
14%
Franchise-branded

Tax Preparation Services is the #89 most-funded business type in the SBA 7(a) record. Since 1991 the program has approved 3,647 such loans worth $630M, averaging $172,803 each. Annual approval volume has grown 28% between the FY2013-2019 period and FY2020-2026. 12.0% of the active book is delinquent, past due, or in liquidation.

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7(a) loans only, approved and not cancelled, gross basis, classified by borrower NAICS. Distress is the current share of the active book in delinquent, past-due, or liquidation status. Approval is not funding. FOIA record as of March 31, 2026.