Roberts CPA Ohio LLC
Roberts CPA Ohio LLC is a tax preparation services business located in Maumee, Ohio, classified under NAICS 541213. The company was financed with an SBA 7(a) loan for a change of ownership of $1,244,000, approved on August 13, 2026, by United Midwest Savings Bank National Association.
SBA 7(a) loan, change of ownership, approved Aug 13, 2026
$1,244,000 approvedLender: United Midwest Savings Bank National Association10 years termStatus not reported (SBA exemption)Loan details
- Gross approval
- $1,244,000
- SBA-guaranteed amount
- $933,000 (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
- 8.75%, variable
- Term
- 10 years (120 months)
- Estimated maturity
- August 13, 2036 (estimated, approval date plus term)
- Estimated monthly payment
- $15,591 Estimated payment at the initial rate over the full term; actual terms vary.
- First disbursement
- Aug 31, 2026
- Loan status
- Status not reported (SBA exemption)
- Jobs supported
- 9
- Business type
- Corporation
- NAICS
- 541213, Tax Preparation Services
- Project location
- Lucas County, OH
- SBA district office
- Columbus District Office
- Congressional district
- OH-05
- Collateral
- Yes
- Guaranteed portion sold on secondary market
- Yes
- Revolving line of credit
- No (term loan)
- Larger than 70% 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.
Is this your company? Claim or correct this listing. See Corrections.
Same industry in Ohio
- Crestwood Tax & Advisory LLC, Newark
- JSL Accounting and Tax LLC, North Canton
- VFP Tax Services LLC, Montgomery