Main Street Registry

Pacific Tax and Financial Advisory Inc.

Sherman Oaks, CA · Tax Preparation Services · NAICS 541213

Pacific Tax and Financial Advisory Inc. is a tax preparation services business in Sherman Oaks, California, classified under NAICS 541213. It was financed with an SBA 7(a) loan for a change of ownership of $720,000, approved on September 16, 2025, by Celtic Bank Corporation.

SBA 7(a) loan, change of ownership, approved Sep 16, 2025

$720,000 approvedLender: Celtic Bank Corporation10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$720,000
SBA-guaranteed amount
$540,000 (75% of the approval)
Lender
Celtic Bank Corporation, Salt Lake City, UT
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
9.25%, variable
Term
10 years (120 months)
Estimated maturity
September 16, 2035 (estimated, approval date plus term)
Estimated monthly payment
$9,218 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Oct 10, 2025
Loan status
Status not reported (SBA exemption)
Jobs supported
6
Business type
Corporation
NAICS
541213, Tax Preparation Services
Project location
Los Angeles County, CA
SBA district office
Los Angeles District Office
Congressional district
CA-30
Collateral
Yes
Guaranteed portion sold on secondary market
Yes
Revolving line of credit
No (term loan)
  • Larger than 28% of acquisition loans in Tax Preparation Services on this site.
  • Average acquisition loan in Tax Preparation Services: $1,139,170.
  • Average acquisition loan in California: $1,688,228.

Loan amounts are the SBA approval, not a purchase price. Figures labeled estimated are derived on this site and are not published by the SBA.

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Same industry in California