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  5. Balsamo Associates, Inc.

Balsamo Associates, Inc.

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Company Details

Name: Balsamo Associates, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 31 Dec 1998 (27 years ago)
Identification Number: 000104141
ZIP code: 02818
City: East Greenwich
County: Kent County
Purpose: ACCOUNTING AND TAXATION SERVICES.
Principal Address: Google Maps Logo 1675 SOUTH COUNTY TRAIL, EAST GREENWICH, RI, 02818, USA

Industry & Business Activity

NAICS

541211 Offices of Certified Public Accountants

This U.S. industry comprises establishments of accountants that are certified to audit the accounting records of public and private organizations and to attest to compliance with generally accepted accounting practices. Offices of certified public accountants (CPAs) may provide one or more of the following accounting services: (1) auditing financial statements; (2) designing accounting systems; (3) preparing financial statements; (4) developing budgets; and (5) providing advice on matters related to accounting. These establishments may also provide related services, such as bookkeeping, tax return preparation, and payroll processing. Learn more at the U.S. Census Bureau

Companies doing Offices of certified public accountants

PRESIDENT

Name Role Address
MICHAEL L BALSAMO PRESIDENT 1675 SOUTH COUNTY TRAIL EAST GREENWICH, RI 02818 USA

SECRETARY

Name Role Address
MICHAEL L BALSAMO SECRETARY 1675 SOUTH COUNTY TRAIL, NONE EAST GREENWICH, RI 02818 USA

OTHER OFFICER

Name Role Address
MICHAEL L BALSAMO OTHER OFFICER 1675 S COUNTY TRAIL EAST GREENWICH, RI 02818 UNI
MICHAEL BALSAMO OTHER OFFICER BALSAMO ASSOCIATES, 1675 SOUTH COUNTY TRAIL EAST GREENWICH, RI 02818 UNI

Agent

Name Role Address
MICHAEL L. BALSAMO Agent 1675 SOUTH COUNTY TRAIL, EAST GREENWICH, RI, 02818, USA

Unique Entity ID

Unique Entity ID:
S3TMLLPQJLP3
CAGE Code:
9AF51
UEI Expiration Date:
2026-04-05

Business Information

URL:
www.bataxes.com
Division Name:
BALSAMO ASSOCIATES INC
Activation Date:
2025-04-08
Initial Registration Date:
2022-03-29

Licenses

License No License Type Status Date Issued Expiration Date
ACC.00C2679-FIRM Practice Unit ACTIVE No data 2028-06-30

Filings

Number Name File Date
202449304570 Annual Report 2024-03-25
202326807260 Annual Report 2023-01-28
202207595910 Annual Report 2022-01-03
202184831450 Annual Report 2021-01-07
202081352210 Statement of Change of Registered/Resident Agent Office 2020-12-22

Uniform Commercial Code

Uniform Commercial Code Summary

Type:
UCC-3 CONTINUATION
UCC Filing Number:
202532076160
Filing Date:
2025-05-21
Action:
Continuation

Parties

Party Name:
Balsamo Associates, Inc.
Party Role:
Debtor(s)

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
202022872210
Filing Date:
2020-06-05
Action:
InitialFiling

Parties

Party Name:
Balsamo Associates, Inc.
Party Role:
Debtor(s)
Party Name:
U.S. SMALL BUSINESS ADMINISTRATION
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2021-03-06
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
$0
Face Value Of Loan:
$17,800
Total Face Value Of Loan:
$17,800
Business Type:
SMALL BUSINESS
Date:
2020-05-27
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
$0
Face Value Of Loan:
$116,500
Total Face Value Of Loan:
$474,900
Business Type:
SMALL BUSINESS
Date:
2020-04-24
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
$3,000
Face Value Of Loan:
$0
Total Face Value Of Loan:
$0

Paycheck Protection Program

Jobs Reported:
3
Initial Approval Amount:
$17,800
Date Approved:
2021-03-06
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$17,800
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Male Owned
Veteran:
Unanswered
Forgiveness Amount:
$17,842.92
Servicing Lender:
Citizens Bank, National Association
Use of Proceeds:
Payroll: $17,795
Utilities: $1

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Date of last update: 09 Jul 2025

Sources: Rhode Island Department of State

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