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WESTERLY TAX GROUP, INC.

Company Details

Name: WESTERLY TAX GROUP, INC.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 20 Dec 2013 (11 years ago)
Identification Number: 000874051
ZIP code: 02891
County: Washington County
Principal Address: 37 MAIN STREET, WESTERLY, RI, 02891, USA
Purpose: TAX PREPARATION AND FINANCIAL CONSULTING Title: 7-1.2-1701

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
MATTHEW WEST Agent 36 POTTER HILL ROAD, WESTERLY, RI, 02891, USA

PRESIDENT

Name Role Address
MATTHEW WEST PRESIDENT 36 POTTER HILL ROAD WESTERLY, RI 02891 USA

Filings

Number Name File Date
202445992690 Annual Report 2024-02-05
202326933770 Annual Report 2023-01-25
202221230820 Annual Report 2022-07-13
202220150200 Revocation Notice For Failure to File An Annual Report 2022-06-27
202188116030 Annual Report 2021-01-27
202033336510 Annual Report 2020-01-29
202033336420 Statement of Change of Registered/Resident Agent 2020-01-29
201988060860 Annual Report 2019-02-28
201860268900 Annual Report 2018-03-12
201734579020 Annual Report 2017-02-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
9041537204 2020-04-28 0165 PPP 36 Potter Hill Rd, Westerly, RI, 02891
Loan Status Date 2022-03-18
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 19617
Loan Approval Amount (current) 19617
Undisbursed Amount 0
Franchise Name -
Lender Location ID 121536
Servicing Lender Name Customers Bank
Servicing Lender Address 40 General Warren Blvd, Malvern, PA, 19355
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Westerly, WASHINGTON, RI, 02891-0001
Project Congressional District RI-02
Number of Employees 2
NAICS code 541213
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 121536
Originating Lender Name Customers Bank
Originating Lender Address Malvern, PA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 19916.9
Forgiveness Paid Date 2021-11-17

Date of last update: 18 Oct 2024

Sources: Rhode Island Department of State