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Walker & Associates, Inc.

Company Details

Name: Walker & Associates, Inc.
Jurisdiction: Rhode Island
Entity type: Domestic Profit Corporation
Status: Activ
Date of Organization in Rhode Island: 11 Jan 2017 (8 years ago)
Identification Number: 001669899
ZIP code: 02852
County: Washington County
Principal Address: 1130 TEN ROD RD SUITE F-103, NORTH KINGSTOWN, RI, 02852, USA
Purpose: TAX PREPARATION & BOOKKEEPING SERVICES Title: 7-1.2
Historical names: Ward & Associates, Inc.

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
LEAH J. WARD Agent 1130 TEN ROD ROAD SUITE F-103, NORTH KINGSTOWN, RI, 02852, USA

PRESIDENT

Name Role Address
LEAH J WALKER PRESIDENT 1130 TEN ROD RD, SUITE F-103 NORTH KINGSTOWN, RI 02852 USA

TREASURER

Name Role Address
LEAH J WALKER TREASURER 1130 TEN ROD RD, SUITE F-103 NORTH KINGSTOWN, RI 02852 USA

Events

Type Date Old Value New Value
Name Change 2022-06-27 Ward & Associates, Inc. Walker & Associates, Inc.

Filings

Number Name File Date
202444559830 Annual Report 2024-01-23
202326247570 Annual Report 2023-01-19
202220365640 Articles of Amendment 2022-06-27
202209171400 Annual Report 2022-02-02
202184557440 Annual Report 2021-01-06
202031041650 Annual Report 2020-01-03
201993862880 Statement of Change of Registered/Resident Agent 2019-05-22
201989822700 Agent Resigned 2019-04-03
201983543700 Annual Report 2019-01-02
201858857190 Annual Report 2018-02-23

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6511897002 2020-04-07 0165 PPP 1130 TEN ROD RD, NORTH KINGSTOWN, RI, 02852-4127
Loan Status Date 2021-06-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 20200
Loan Approval Amount (current) 20200
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120245
Servicing Lender Name Bank Rhode Island
Servicing Lender Address One Turks Head Place, PROVIDENCE, RI, 02903-2219
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address NORTH KINGSTOWN, WASHINGTON, RI, 02852-4127
Project Congressional District RI-02
Number of Employees 1
NAICS code 541110
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 120245
Originating Lender Name Bank Rhode Island
Originating Lender Address PROVIDENCE, RI
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 20409.86
Forgiveness Paid Date 2021-04-28
3114948504 2021-02-23 0165 PPS 106 Alton Bradford Rd, Bradford, RI, 02808-1752
Loan Status Date 2022-03-29
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 19133.17
Loan Approval Amount (current) 19133.17
Undisbursed Amount 0
Franchise Name -
Lender Location ID 120245
Servicing Lender Name Bank Rhode Island
Servicing Lender Address One Turks Head Place, PROVIDENCE, RI, 02903-2219
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Bradford, WASHINGTON, RI, 02808-1752
Project Congressional District RI-02
Number of Employees 1
NAICS code 541211
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 120245
Originating Lender Name Bank Rhode Island
Originating Lender Address PROVIDENCE, RI
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 19228.3
Forgiveness Paid Date 2021-08-24

Date of last update: 26 Oct 2024

Sources: Rhode Island Department of State