SBA LenderData

Best SBA 7(a) lenders for tax preparation services

The top SBA 7(a) lenders for tax preparation services (NAICS 541213) are Readycap Lending, LLC, The Huntington National Bank, Newtek Bank, National Association, ranked by loan volume. Between FY2020 and Q1 FY2026 (2025-12-31), the SBA 7(a) program approved 1,257 loans totaling $354.4M to businesses in this industry. Average loan size: $282K. Average rate: 9.76%. Industry-wide charge-off rate (FY2020–FY2023 cohort): 3.06%.

Loans
1,257
Total $
$354.4M
Avg loan
$282K
Avg rate
9.76%
Avg term
132 mo
Industry chg-off rate
3.06%
FY20–FY23 cohort

Top 15 lenders in this industry

# Lender Loans Total $ Avg loan Avg rate Chg-off %
1 Readycap Lending, LLC 103 $8.6M $84K 12.66% 4.35%
2 The Huntington National Bank 87 $16.1M $185K 8.91% 4.44%
3 Newtek Bank, National Association 85 $15.6M $183K 11.81% 0.00%
4 TD Bank, National Association 76 $5.6M $74K 10.75% 0.00%
5 Northeast Bank 75 $4.0M $53K 10.99% 0.00%
6 Live Oak Banking Company 70 $49.3M $704K 8.79% 0.00%
7 Wells Fargo Bank National Association 59 $4.5M $76K 10.69% 6.06%
8 BayFirst National Bank 51 $6.6M $129K 11.32% 12.00%
9 U.S. Bank, National Association 47 $18.3M $389K 8.07% 5.00%
10 Lendistry SBLC, LLC 32 $2.8M $86K 12.48% 0.00%
11 Celtic Bank Corporation 30 $5.8M $195K 9.34% 15.38%
12 Cadence Bank 29 $8.7M $301K 8.80% 10.00%
13 JPMorgan Chase Bank, National Association 26 $5.6M $216K 11.79% 0.00%
14 Newtek Small Business Finance, Inc. 23 $4.0M $176K 8.63% 0.00%
15 United Midwest Savings Bank National Association 21 $19.4M $923K 10.02% 0.00%

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Methodology

Computed from the SBA 7(a) FOIA dataset (as of 2025-12-31), filtered to NAICS code 541213. Charge-off rates are calculated on the FY2020–FY2023 cohort only.