As an accounting and tax professional, you accept great responsibility with each client. Your clients place their trust in you to objectively review their financials and offer sound advice. At Live Oak Bank, our customers expect the same from us.

We come to work each day solely focused on providing accounting and tax firm loans to meet the financial needs of firms across the country. Because we only work with your industry, we understand it completely. Whether you are buying, building or simply looking to grow your accounting and tax firm, we will design a loan package that supports your business goals.

Need a little guidance and advice? Contact a loan specialist, they're ready to help.

Connect with a Loan Specialist

Webinar: Buying An Accounting Practice

We joined forces with Todd Steinberg for this webinar to provide a solid framework for acquiring a practice.

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Acquisition Guide for Accounting and Tax Professionals

The transaction and transition process can seem daunting. Our Acquisition Guide for Accounting and Tax Professionals breaks down the process.

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Why Live Oak

Know-How

We’ll take you where you need to go with our deep industry and product expertise. Our team understands the ins and outs of different business models, and we package your loan accordingly. Every industry has its own nuances and our lenders get that. When it comes to matching your businesses with the best loan, you can trust that it will be the ideal fit.

Efficiency

Our commitment to efficiency and transparency helps you avoid costly mistakes. We work hard to streamline the entire loan process, from the initial conversation to the day you get your money. Throughout your Live Oak experience, we’ll keep you updated and informed. By taking advantage of next-generation technology, your loan will move through each stage seamlessly. Our experienced team knows that your time is valuable, and we won’t waste any of it.

Service

We strive to provide unmatched service and an unwavering dedication to your success. Our customers are at the heart of everything we do at Live Oak. We like to say that we treat every customer like our only customer, and we honestly mean that. Your hopes, your dreams and your goals hold a lot of weight – it is what we work together to achieve. Going above and beyond for you is simply how we operate. We can only say that we’re successful when you are too, so we’ll do everything in our power to make that happen.

Accounting & Tax Firms - Recently closed deals

From beginning to end, the loan application process with Live Oak Bank was a very pleasant one. They helped educate me on what to expect throughout the process and what was needed from me to move it forward. Therefore, there were no surprises. This was very refreshing because the loan and closing process is already such a hectic stressful one. I am very grateful to Shannon and the entire team at Live Oak Bank for taking a chance on me, believing in me, and supporting me through this very big step in my life.”

The Rascon CPA Firm PLLCAcquisition, second practice

Term Loan Amount: $680,000

I cannot say enough great things about the entire Live Oak experience. We went to a local bank first, a bank we have a 10-year relationship with, but were offered better terms by Live Oak. Start to finish, I was highly impressed with the team.”

HLM Accounting & Tax Inc.Acquisition from long-time employees

Term Loan Amount: $1,077,000

The loan process was incredibly easy. Shannon and his team did an excellent job of staying in touch with me, working through issues that arose, and making sure we were ready to close on time. The personalized service I received really made me feel like I was working with a group that cared about me and my plans for the future.”

Jeff Davidson CPA, PCAcquisition, first-time owner

Term Loan Amount: $525,000

Our Accounting & Tax Firms Team
understands your business.

We're ready when you are
Connect with a Loan Specialist

From our Accounting & Tax Firms Resource Center

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