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PATRIOT FINANCIAL SERVICES, LLC

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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
Purpose: TAX PREPARATION SERVICE
Fictitious names: Liberty Tax Service 5596 (trading name, 2009-08-11 - )
Principal Address: Google Maps Logo 101 LOUISE DRIVE, FRANKLIN, MA, 02038, USA

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

Expenditures

Agency Date Program Subprogram Amount
Department of Labor and Training 2024-05-21 WORKFORCE DEVELOPMENT SERVICES JTPA & OTHER TRAINING PROGRAMS 1948.17
Department of Labor and Training 2023-05-09 WORKFORCE DEVELOPMENT SERVICES JTPA & OTHER TRAINING PROGRAMS 4035.38

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2021-01-25
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:
$82,729.17
Total Face Value Of Loan:
$82,729.17
Business Type:
SMALL BUSINESS
Date:
2020-04-28
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:
$82,700
Total Face Value Of Loan:
$82,700

Paycheck Protection Program

Jobs Reported:
7
Initial Approval Amount:
$82,729.17
Date Approved:
2021-01-25
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$82,729.17
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Female Owned
Veteran:
Unanswered
Forgiveness Amount:
$83,126.73
Servicing Lender:
SmartBank
Use of Proceeds:
Payroll: $82,726.17
Utilities: $1
Jobs Reported:
8
Initial Approval Amount:
$82,700
Date Approved:
2020-04-28
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$82,700
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Female Owned
Veteran:
Unanswered
Forgiveness Amount:
$83,267.41
Servicing Lender:
Dean Co-Operative Bank
Use of Proceeds:
Payroll: $82,700

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Date of last update: 12 Jul 2025

Sources: Rhode Island Department of State