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MANAGEMENT AND TAX ASSISTANCE INC

Date of last update: 21 Apr 2025. Data updated weekly.

Company Details

Entity Name: MANAGEMENT AND TAX ASSISTANCE INC
Jurisdiction: Connecticut
Legal type: Non-Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 23 Aug 2018
Business ALEI: 1282889
Annual report due: 23 Aug 2025
Business address: 22 Ocean Ridge Dr, Charlestown, RI, 02813-1838, United States
Mailing address: 22 Ocean Ridge Dr, Charlestown, RI, United States, 02813-1838
Place of Formation: CONNECTICUT
E-Mail: jimwad@snet.net

Industry & Business Activity

NAICS

531390 Other Activities Related to Real Estate

This industry comprises establishments primarily engaged in performing real estate related services (except lessors of real estate, offices of real estate agents and brokers, real estate property managers, and offices of real estate appraisers). Learn more at the U.S. Census Bureau

Agent

Name Role Business address Phone E-Mail Residence address
FAITH LATON Agent 22 Ocean Ridge Dr, Charlestown, RI, 02813-1838, United States +1 203-640-9698 jimwad@snet.net 199 BIRDSEYE ROAD, SHELTON, CT, 06484, United States

Officer

Name Role Business address Phone E-Mail Residence address
FAITH LATON Officer 22 Ocean Ridge Dr, Charlestown, RI, 02813-1838, United States +1 203-640-9698 jimwad@snet.net 199 BIRDSEYE ROAD, SHELTON, CT, 06484, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012065695 2024-07-24 - Annual Report Annual Report -
BF-0011228860 2023-08-04 - Annual Report Annual Report -
BF-0010297757 2022-07-24 - Annual Report Annual Report 2022
BF-0009808195 2021-09-22 - Annual Report Annual Report -
0006943746 2020-07-10 - Annual Report Annual Report 2020
0006489823 2019-03-25 2019-03-25 First Report Organization and First Report -
0006237062 2018-08-23 2018-08-23 Business Formation Certificate of Incorporation -

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
4746738503 2021-02-26 0156 PPP 199 Birdseye Rd, Shelton, CT, 06484-2103
Loan Status Date 2021-08-14
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 6620
Loan Approval Amount (current) 6620
Undisbursed Amount 0
Franchise Name -
Lender Location ID 529111
Servicing Lender Name FC Marketplace, LLC (dba Funding Circle)
Servicing Lender Address 85 2nd Street, Floor 4, San Francisco, CA, 94105
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Shelton, FAIRFIELD, CT, 06484-2103
Project Congressional District CT-04
Number of Employees 1
NAICS code 531210
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 529111
Originating Lender Name FC Marketplace, LLC (dba Funding Circle)
Originating Lender Address San Francisco, CA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 6644.46
Forgiveness Paid Date 2021-07-16
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Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information