How Much Can Document Preparation Services Businesses Get in SBA Loans?
550 SBA loans totaling $78.9M have been approved for document preparation services businesses (NAICS 561410). The average approved SBA loan is $143K, which is 58% below avg the $340K national average. 138 active lenders fund this industry with a 25.7% default rate on the matured 2018-2021 loan cohort.
At 25.7%, Document Preparation Services sits well above the 15.4% all-industry SBA default rate (charged-off as a share of resolved loans) — elevated default risk relative to other SBA industries. Lenders price this risk into rate and structure, which is why matching the file to the right lender matters.
NAICS 561410 (Document Preparation Services) received 550 SBA loans worth $78.9M across 5+ states. Average loan $143K, average term 91 months, 25.7% default rate (resolved-loan basis).138 active SBA-approved lenders fund this industry. Most document preparation services loans use the SBA 7(a) program. There are approximately 4,925 U.S. establishments in this industry (Census 2022).
Is SBA Lending Growing for Document Preparation Services?+86% growth
Which SBA Program Do Document Preparation Services Businesses Use Most?
What Is the Best SBA Loan for Document Preparation Services?
The most widely used SBA program for document preparation services businesses — flexible terms, multiple use cases
Where Are Document Preparation Services SBA Loans Most Common?
Top SBA Lenders for Document Preparation Services
These banks have funded the most SBA loans for document preparation services businesses (NAICS 561410). PeerSense routes deals to lenders with proven appetite in your industry.
| # | Lender | Loans | Volume |
|---|---|---|---|
| 1 | JPMorgan Chase Bank, National Association(OH) | 50 | $3.6M |
| 2 | Bank of America, National Association(NC) | 50 | $2.5M |
| 3 | Bank of Hope(CA) | 49 | $558K |
| 4 | Wells Fargo Bank National Association(SD) | 34 | $3.0M |
| 5 | Capital One, National Association(VA) | 32 | $1.1M |
Document Preparation Services Industry Context
Ready to Fund Your Document Preparation Services Business?
PeerSense places SBA loans for document preparation services businesses nationwide. We match you with the right capital source — no retainers, referral fee at closing.
Retainers
Down with SBA 7(a)
Terms Available
Financing a Document Preparation Services business? Get matched to an SBA lender.
Tell us your loan amount and use of funds. We route you to the lender most likely to fund a deal in your industry.
SBA 7(a) / 504 — Response within 4 business hours. No obligation.
How Does SBA Lending Work for Document Preparation Services Businesses?
Across all SBA loan programs, 550 loans have been approved for businesses classified under NAICS 561410 (Document Preparation Services), representing $78.9M in total capital deployed. The average approved loan of $143K is 58% below avg the national SBA average of $340K, with typical repayment terms of 91 months.
SBA lending for document preparation services is accelerating — loan volume has grown approximately 86% over recent fiscal years. This upward trajectory suggests expanding access to capital and growing lender confidence in this sector. Peak activity occurred in FY2025.
The overwhelming majority of SBA lending for document preparation services uses the 7(a) program, which provides the most flexibility — covering working capital, equipment purchases, partner buyouts, debt refinancing, and business acquisitions up to $5M with terms up to 25 years.
PeerSense specializes in matching document preparation services business owners with the capital sources most likely to approve their specific deal structure. As an advisory firm (not a lender), we structure your deal across our network of 500+ SBA-approved lenders to find the best terms — our referral fee is established upfront and paid at closing. No retainers.
Frequently Asked Questions — Document Preparation Services SBA Loans
What is the average SBA loan size for document preparation services businesses?
Which SBA loan program is best for a document preparation services business?
How many lenders fund SBA loans for document preparation services?
What states have the most SBA lending for document preparation services?
How does PeerSense help document preparation services businesses get SBA loans?
Related Administrative & Support Services Industries
Landscaping Services
Janitorial Services
Other Services to Buildings and Dwellings
All Other Support Services
Carpet and Upholstery Cleaning Services
All Other Business Support Services
Data aggregated from SBA loan records (1992–2025). Document Preparation Services defined by NAICS code 561410. Not financial advice. PeerSense is a capital advisory firm, not a lender. Consult a lending professional before making financial decisions.