You Position Clients for Financial Success, Let Us Do the Same for You

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.

Watch Now

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.

Access Now

Why Live Oak


Our team has one focus: provide accounting and tax professionals with loans to support their business goals. When you work with a niche lender like Live Oak, you don’t have to waste time explaining the nature of your industry. Because we have years of experience working with the accounting and tax industry, we are able to get straight to the details of your firm and to addressing your specific needs.


No matter which part of the loan process you are in, you will have a designated contact at Live Oak Bank. From the moment you reach out to us until you make your final loan payment, our team members are standing by to answer your loan questions, share industry insights and ensure you have all the information available to make informed business decisions.


When is the last time your banker sat in your office? We travel around the country to meet with each and every customer and see their business first-hand. With Live Oak, you get the benefits of working with a national lender, yet you'll feel like you're working with your neighbor. We lend to small businesses nationwide – likely in your very own community. We are dedicated to your success.

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
your business.

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

From our Accounting & Tax Firms Resource Center

Learn about your California consumer privacy rights & submit a personal information request.