Female accounting and tax firm owner shaking hands with her business partner

Loans for Accounting and Tax Firms

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.

 

Personalized Service You Deserve

We’ll meet you where you are, whether that’s creatively structuring a small business loan or helping you maximize your money with a high-yield savings account. No need to jump through hoops for our attention — get the service you deserve from Live Oak Bank.

SBA LENDING PROCESS OVERVIEW

Every loan from Live Oak Bank is unique. Download this overview to see a roadmap of the lending process, as well as general expectations for the lender and borrower throughout the process.

SMALL BUSINESS LOANS 101 GUIDE

Our team is experienced and can confidently guide you through the lending process. But first, download our guide with essential details about the basics of small business loans.

Recently Closed Deals

The Rascon CPA Firm

  • Acquisition, second practice
  • Term loan amount: $680,000
  • Houston, Texas

“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 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.”

HLM Accounting & Tax

  • Acquisition from long-time employees
  • Term loan amount: $1,077,000
  • Atlanta, Georgia

“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.”

Jeff Davidson CPA

  • Acquisition, first-time owner
  • Term loan amount: $525,000
  • Houston, Texas

“The loan process was incredibly easy. The 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.”

Our Team Understands Your Business

  • Mike Strakhov, CPCU
    SVP - Head of Professional Services

    Email Mike | 614.361.9482

  • Eric Rabinovich
    VP - Professional Services

    Email Eric | 202.609.8584

  • Steve Piatkowski
    AVP - Professional Services Lending

    Email Steve | 910.475.8025

  • Covington Carlson
    AVP – Professional Services

    Email Covington | 336.662.7810

We're ready when you are

Male using his phone to search for personal banking products

From our resource center

As part of our commitment to supporting small business owners, we have a library of free educational resources available to anyone. Here’s what you can expect to find in Live Oak Bank’s Resource Center:

  • Loan product overviews
  • Marketing tips and tricks
  • Small business fundamentals
  • Live Oak customer spotlights