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Nelson & Associates CPA PA

Doral, FL · Tax Preparation Services · NAICS 541213

Nelson & Associates CPA PA, located in Doral, FL, operates in tax preparation services (NAICS 541213). The company was financed with an SBA 7(a) loan for a change of ownership of $1,916,000, approved on August 25, 2025, through United Midwest Savings Bank National Association.

SBA 7(a) loan, change of ownership, approved Aug 25, 2025

$1,916,000 approvedLender: United Midwest Savings Bank National Association111 months termStatus not reported (SBA exemption)Loan details
Gross approval
$1,916,000
SBA-guaranteed amount
$1,437,000 (75% of the approval)
Lender
United Midwest Savings Bank National Association, De Graff, OH
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
9.5%, variable
Term
9 years, 3 months (111 months)
Estimated maturity
November 25, 2034 (estimated, approval date plus term)
Estimated monthly payment
$26,006 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Oct 14, 2025
Loan status
Status not reported (SBA exemption)
Jobs supported
9
Business type
Corporation
NAICS
541213, Tax Preparation Services
Project location
Miami-Dade County, FL
SBA district office
South Florida District Office
Congressional district
FL-25
Collateral
Yes
Guaranteed portion sold on secondary market
Yes
Revolving line of credit
No (term loan)
  • Larger than 89% of acquisition loans in Tax Preparation Services on this site.
  • Average acquisition loan in Tax Preparation Services: $1,139,170.
  • Average acquisition loan in Florida: $1,808,559.

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 Florida