Norris Accounting & Tax Services
Company: The Norris Group or Norris Accounting & Tax Services (“TNG”, “NATS” or “Company”)
Financing Amount: $3,430,000
Structure: $3,430,000 Small Business Administration 7A Term Loan
Financing Date: March. 13, 2026
About the Company
Norris Accounting & Tax Services is a leading provider of accounting, tax, and financial advisory services for individuals, small businesses, and corporations. Founded by Deon Norris, the Company has built a strong reputation for delivering comprehensive, reliable, and customized financial solutions that meet the diverse needs of its clients.
With a focus on personalized service, Norris Accounting provides expert services in tax preparation, bookkeeping, payroll management, financial planning, and business consulting. The firm’s team of experienced professionals works closely with clients to create tailored solutions that help them achieve their financial goals, whether that be minimizing tax liabilities, improving cash flow, or ensuring long-term financial stability.
Since its founding, Norris Accounting has been committed to providing expert advice and impeccable service with a focus on integrity and transparency. With extensive knowledge of tax law, business finance, and strategic planning, the company has served a wide range of industries, including healthcare, retail, real estate, and professional services.
Norris Accounting prides itself on understanding the unique financial challenges faced by its clients and using its expertise to drive business growth, optimize tax strategies, and navigate complex financial landscapes. The firm’s mission is to help clients achieve greater financial confidence, enabling them to focus on what they do best.
Situation
As Norris Accounting & Tax Services continued to grow, the Company sought a financial solution to streamline its existing debt obligations and provide greater financial flexibility to support future growth. With a commitment to maintaining high service levels and expanding its operations, Deon Norris identified the need for a refinancing facility that would not only reduce financial strain but also provide additional working capital for investments in new technologies, client services, and staff expansion.
The company needed a financing structure that would align with its long-term strategic goals and cash flow needs, enabling it to continue providing high-quality service while expanding its capacity to meet increasing demand.
Solution
Alantes Corporate Finance (“Alantes”) worked closely with Deon Norris to structure a $3,430,000 Small Business Administration 7A Term Loan Facility, designed to both pay down existing debt and provide additional working capital. The facility’s structure was specifically tailored to the Company’s operational model and cash flow needs, providing greater stability and the flexibility needed to fuel continued growth.
With the new facility in place, Norris Accounting & Tax Services is now positioned to reinvest in the business, strengthen its financial foundation, and focus on expanding its services and client base. The refinancing also ensures the Company can maintain its reputation for providing timely, high-quality financial services while managing the demands of a growing client roster.
“Alantes provided us with a financing solution that was perfectly aligned with our needs,” said Deon Norris, President and Owner of Norris Accounting & Tax Services. “The new facility allows us to refinance existing obligations and provide the working capital we need to continue offering exceptional service to our clients. Their team understood our business and helped us secure a structure that provides both stability and flexibility.”
With the refinancing in place, Norris Accounting is well-positioned to continue its upward trajectory, providing expert accounting and tax services to a diverse array of clients across the country.
About Alantes
Alantes Corporate Finance (“Alantes”) specializes in capital raises and strategic advisory for small to middle market businesses across the nation. Our team prides itself on our ability to provide unique solutions for all of your business needs. Whether you’re looking to acquire a new company or additional working capital for operations, Alantes is your trusted source for business growth and expansion. Our multi-faceted approach allows us to craft creative solutions that adds value at the most critical junctures so you can focus your resources on core business activities.
For more information on this transaction, contact Alantes Corporate Finance at info@alantes.com
Alantes Corporate Finance, LLC
234 5th Avenue, 2nd Fl
New York, NY 10001
www.alantes.com