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No Worries Tax of Cape Coral LLC

Cape Coral, FL · Tax Preparation Services · NAICS 541213

No Worries Tax of Cape Coral LLC is a tax preparation services business in Cape Coral, Florida, classified under NAICS 541213. The company was financed with an SBA 7(a) loan for a change of ownership totaling $768,000, approved by Waukesha State Bank on December 20, 2024.

SBA 7(a) loan, change of ownership, approved Dec 20, 2024

$768,000 approvedLender: Waukesha State Bank10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$768,000
SBA-guaranteed amount
$576,000 (75% of the approval)
Lender
Waukesha State Bank, Waukesha, WI
Processing method
Preferred Lender Program: lender approved under delegated SBA authority
Initial interest rate
10.5%, variable
Term
10 years (120 months)
Estimated maturity
December 20, 2034 (estimated, approval date plus term)
Estimated monthly payment
$10,363 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Dec 30, 2024
Loan status
Status not reported (SBA exemption)
Jobs supported
10
Business type
Corporation
NAICS
541213, Tax Preparation Services
Project location
Lee County, FL
SBA district office
South Florida District Office
Congressional district
FL-19
Collateral
Yes
Guaranteed portion sold on secondary market
Not reported as sold
Revolving line of credit
No (term loan)
  • Larger than 39% 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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