Main Street Registry

Crestwood Tax & Advisory LLC

Newark, OH · Tax Preparation Services · NAICS 541213

Crestwood Tax & Advisory LLC, located in Newark, Ohio, operates in tax preparation services. The company was financed with an SBA 7(a) loan for a change of ownership of $1.1 million, approved by First Internet Bank of Indiana on February 23, 2026.

SBA 7(a) loan, change of ownership, approved Feb 23, 2026

$1,103,000 approvedLender: First Internet Bank of Indiana10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$1,103,000
SBA-guaranteed amount
$827,250 (75% of the approval)
Lender
First Internet Bank of Indiana, Fishers, IN
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
9.25%, variable
Term
10 years (120 months)
Estimated maturity
February 23, 2036 (estimated, approval date plus term)
Estimated monthly payment
$14,122 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Mar 9, 2026
Loan status
Status not reported (SBA exemption)
Jobs supported
6
Business type
LLC or partnership
NAICS
541213, Tax Preparation Services
Project location
Licking County, OH
SBA district office
Columbus District Office
Congressional district
OH-12
Collateral
Yes
Guaranteed portion sold on secondary market
Not reported as sold
Revolving line of credit
No (term loan)
  • Larger than 59% of acquisition loans in Tax Preparation Services on this site.
  • Average acquisition loan in Tax Preparation Services: $1,139,170.
  • Average acquisition loan in Ohio: $1,840,340.

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 Ohio