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Yates & Family LLC

Capitola, CA · Tax Preparation Services · NAICS 541213

Yates & Family LLC is a tax preparation services business in Capitola, CA, classified under NAICS code 541213. The company was financed with an SBA 7(a) loan for a change of ownership totaling $721,000, approved by United Midwest Savings Bank National Association on January 2, 2026.

SBA 7(a) loan, change of ownership, approved Jan 2, 2026

$721,000 approvedLender: United Midwest Savings Bank National Association10 years termStatus not reported (SBA exemption)Loan details
Gross approval
$721,000
SBA-guaranteed amount
$540,750 (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
January 2, 2036 (estimated, approval date plus term)
Estimated monthly payment
$9,036 Estimated payment at the initial rate over the full term; actual terms vary.
First disbursement
Feb 4, 2026
Loan status
Status not reported (SBA exemption)
Jobs supported
3
Business type
Corporation
NAICS
541213, Tax Preparation Services
Project location
Santa Cruz County, CA
SBA district office
San Francisco District Office
Congressional district
CA-20
Collateral
Yes
Guaranteed portion sold on secondary market
Yes
Revolving line of credit
No (term loan)
  • Larger than 33% 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