Jacob Lichter & Associates Ltd
317 S Little Tor Rd, New City, NY 10956 · Tax Preparation Services (NAICS 541213)
Loan Summary
Source: SBA FOIA Loan-Level DataTotal Loans
3
Total Amount
$2.3M
Jobs Supported
17
Years Active
2023–2025
Loan History (3)
Source: SBA FOIA7(a)$350,000
Exempt
- Approved
- Sep 16, 2025 (FY2025)
- SBA Guaranteed
- $262,500 (75%)
- Term
- 120 months (10.0 yrs)
- Interest Rate
- 10.25%
- Revolver
- 0
- Jobs Supported
- 7
- Business Type
- Corporation
- Business Age
- New Business or 2 Years or Less
- Industry
- Tax Preparation Services (NAICS 541213)
Lender
Finwise Bank
756 E Winchester St., Sandy, UT 84107
Project Location
Rockland County, NY
7(a)$987,000
Exempt
- Approved
- Aug 28, 2024 (FY2024)
- SBA Guaranteed
- $740,250 (75%)
- Term
- 300 months (25.0 yrs)
- Interest Rate
- 6.23%
- Revolver
- 0
- Jobs Supported
- 2
- Business Type
- Corporation
- Business Age
- Existing or More Than 2 Years Old
- Industry
- Other Accounting Services (NAICS 541219)
Lender
Wells Fargo Bank National Association
3201 N 4th Ave, Sioux Falls, SD 57104
Project Location
Rockland County, NY
7(a)$1,000,000
Paid in Full
- Approved
- Nov 8, 2022 (FY2023)
- SBA Guaranteed
- $750,000 (75%)
- Term
- 300 months (25.0 yrs)
- Interest Rate
- 8.25%
- Revolver
- 0
- Jobs Supported
- 8
- Business Type
- Corporation
- Business Age
- New Business or 2 Years or Less
- Industry
- Tax Preparation Services (NAICS 541213)
- Paid in Full
- Nov 30, 2024
Lender
Finwise Bank
756 E Winchester St., Sandy, UT 84107
Project Location
Rockland County, NY
Business Details
- Business Type
- Corporation
- Business Age
- New Business or 2 Years or Less
- NAICS Code
- 541213 — Tax Preparation Services
- Address
- 317 S Little Tor Rd
New City, NY 10956
Lenders
- Finwise Bank
- 756 E Winchester St., Sandy, UT 84107
- Wells Fargo Bank National Association
- 3201 N 4th Ave, Sioux Falls, SD 57104