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PATRIOT FINANCIAL SERVICES, LLC

Company Details

Name: PATRIOT FINANCIAL SERVICES, LLC
Jurisdiction: Rhode Island
Entity type: Domestic Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 18 Jun 2009 (16 years ago)
Identification Number: 000507710
Principal Address: 101 LOUISE DRIVE, FRANKLIN, MA, 02038, USA
Purpose: TAX PREPARATION SERVICE
Fictitious names: Liberty Tax Service 5596 (trading name, 2009-08-11 - )

Industry & Business Activity

NAICS

541213 Tax Preparation Services

This U.S. industry comprises establishments (except offices of CPAs) engaged in providing tax return preparation services without also providing accounting, bookkeeping, billing, or payroll processing services. Basic knowledge of tax law and filing requirements is required. Learn more at the U.S. Census Bureau

Agent

Name Role Address
VISHRUTA PARIKH Agent LIBERTY TAX SERVICE 56 SOCIAL STREET, WOONSOCKET, RI, 02895, USA

Filings

Number Name File Date
202445361900 Annual Report 2024-02-02
202327848910 Annual Report 2023-02-08
202213450670 Annual Report 2022-03-25
202213281300 Statement of Change of Registered/Resident Agent Office 2022-03-23
202212882120 Revocation Notice For Failure to Maintain a Registered Office 2022-03-15
202211928270 Registered Office Not Maintained 2022-01-24
202102583030 Annual Report 2021-10-01
202057435150 Annual Report 2020-09-23
201920918400 Annual Report 2019-09-19
201878709240 Annual Report 2018-10-01

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5488758303 2021-01-25 0165 PPS 56 Social St, Woonsocket, RI, 02895-3152
Loan Status Date 2021-08-19
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 82729.17
Loan Approval Amount (current) 82729.17
Undisbursed Amount 0
Franchise Name Liberty Tax Service
Lender Location ID 445288
Servicing Lender Name SmartBank
Servicing Lender Address 2430 Teaster Ln, Ste 205, PIGEON FORGE, TN, 37863-5274
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Woonsocket, PROVIDENCE, RI, 02895-3152
Project Congressional District RI-01
Number of Employees 7
NAICS code 541213
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 445288
Originating Lender Name SmartBank
Originating Lender Address PIGEON FORGE, TN
Gender Female Owned
Veteran Unanswered
Forgiveness Amount 83126.73
Forgiveness Paid Date 2021-07-23
8516477210 2020-04-28 0165 PPP 56 Social Street, Woonsocket, RI, 02895
Loan Status Date 2021-10-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 82700
Loan Approval Amount (current) 82700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 89080
Servicing Lender Name Dean Co-Operative Bank
Servicing Lender Address 21 Main St, FRANKLIN, MA, 02038-1957
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Woonsocket, PROVIDENCE, RI, 02895-0050
Project Congressional District RI-01
Number of Employees 8
NAICS code 541213
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 89080
Originating Lender Name Dean Co-Operative Bank
Originating Lender Address FRANKLIN, MA
Gender Female Owned
Veteran Unanswered
Forgiveness Amount 83267.41
Forgiveness Paid Date 2021-01-07

Date of last update: 14 Oct 2024

Sources: Rhode Island Department of State