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

We help you achieve more

We’re on a mission to be America’s small business bank. Our deep knowledge and product expertise help us match you with the best solution to meet your unique needs. We’re proud to invest in America’s business owners because your drive drives us.


Check out this podcast interview with Shannon to get behind the scenes information on financing an accounting firm acquisition.

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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.

Download Guide

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 Resource Center

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

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