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  5. Walker & Associates, Inc.

Walker & Associates, Inc.

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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 (9 years ago)
Identification Number: 001669899
ZIP code: 02852
City: North Kingstown
County: Washington County
Purpose: TAX PREPARATION & BOOKKEEPING SERVICES Title: 7-1.2
Historical names: Ward & Associates, Inc.
Principal Address: Google Maps Logo 1130 TEN ROD RD SUITE F-103, NORTH KINGSTOWN, RI, 02852, 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

Companies doing Tax preparation services

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

Uniform Commercial Code

Uniform Commercial Code Summary

Type:
UCC-1 Standard
UCC Filing Number:
202431056650
Filing Date:
2024-09-23
Action:
InitialFiling

Parties

Party Name:
Walker & Associates, Inc.
Party Role:
Debtor(s)
Party Name:
Bank Rhode Island
Party Role:
Secured Parties

USAspending Awards / Financial Assistance

Business Type:
SMALL BUSINESS
Date:
2021-02-23
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:
$19,133.17
Total Face Value Of Loan:
$19,133.17
Business Type:
SMALL BUSINESS
Date:
2020-06-10
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:
$25,000
Total Face Value Of Loan:
$25,000
Business Type:
SMALL BUSINESS
Date:
2020-04-22
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
$1,000
Face Value Of Loan:
$0
Total Face Value Of Loan:
$0
Business Type:
SMALL BUSINESS
Date:
2020-04-07
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:
$20,200
Total Face Value Of Loan:
$20,200
Business Type:
SMALL BUSINESS
Date:
2017-07-14
Link:
View on USAspending
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES WHICH ARE UNABLE TO OBTAIN FINANCING IN THE PRIVATE CREDIT MARKETPLACE
Obligated Amount:
$0
Face Value Of Loan:
$16,000
Total Face Value Of Loan:
$16,000

Paycheck Protection Program

Jobs Reported:
1
Initial Approval Amount:
$20,200
Date Approved:
2020-04-07
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$20,200
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Female Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$20,409.86
Servicing Lender:
Bank Rhode Island
Use of Proceeds:
Payroll: $20,200
Jobs Reported:
1
Initial Approval Amount:
$19,133.17
Date Approved:
2021-02-23
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$19,133.17
Race:
White
Ethnicity:
Not Hispanic or Latino
Gender:
Female Owned
Veteran:
Non-Veteran
Forgiveness Amount:
$19,228.3
Servicing Lender:
Bank Rhode Island
Use of Proceeds:
Payroll: $19,130.17
Utilities: $1

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Date of last update: 15 Jul 2025

Sources: Rhode Island Department of State

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