SBA Loan Assistance — Get the Funding Your Business Needs
Securing an SBA loan is a paperwork-heavy process — and lenders are unforgiving about errors. We prepare every financial document, projection, and supporting schedule your application requires so you can present a clean, lender-ready package the first time.
How We Support Your Application
Whether you're applying for a 7(a) loan, a 504 loan, or a microloan, we tailor our support to your lender's requirements and your business stage.
Financial Statement Preparation
Balance sheets, income statements, and cash-flow statements formatted exactly how lenders want to see them.
Tax Return Review
Three years of personal and business returns reviewed and packaged for underwriting.
Business Plan & Projections
Realistic, defensible financial projections that match your business plan narrative.
Debt Schedule & Use of Funds
Clear documentation of existing debt and exactly how the loan proceeds will be deployed.
Personal Financial Statement
Personal Form 413 prep and supporting documentation for owners and guarantors.
Lender Coordination
We respond directly to your lender's underwriting questions so you don't have to translate accounting-speak.
How We Deliver
We work side-by-side with you and your lender to package the cleanest application possible. Most clients come to us mid-process after their first set of documents was kicked back — we'll either start fresh or fix what's there. In-person at any of our offices, or fully virtual.
“Don't let paperwork stand between your business and the funding it needs.”
Solve All Your Tax Problems Under One Roof
Tax Planning
At Dynamic Tax & Accounting, we believe that proactive tax planning is the key to financial success. We work with you year-round t…
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At Dynamic Tax & Accounting, we make tax season stress-free with comprehensive individual tax services. Whether it's preparing you…
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Running a small business comes with countless responsibilities — taxes shouldn't be one of them. We support owners and operators w…
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Clean books you can actually trust. We handle day-to-day record keeping, monthly reconciliations, and audit-ready reporting — so y…
Read More →How about we get right to it and book a call?
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Phone(646) 295-3811
Emailadmin@dynamicsrv.com
Bronx
2044 McGraw Ave., Bronx, NY 10462
Queens
168-29 Hillside Ave., 2C, Jamaica, NY 11432
Buffalo
1989 Clinton St., Buffalo, NY 14206
New Jersey
63 Union Blvd., Totowa, NJ 07512