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SAFE HARBOR TAX ADVISORY LLC - Florida Company Profile

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Company Details

Entity Name: SAFE HARBOR TAX ADVISORY LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

SAFE HARBOR TAX ADVISORY LLC is structured as a Limited Liability Company (LLC), a common business structure that offers its members limited liability protection, separating their personal assets from the company's debts and obligations.
In Florida, LLCs are governed by Title XXXVI, Chapter 605, Florida Revised Limited Liability Company Act

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 08 Dec 2010 (15 years ago)
Last Event: LC AMENDMENT
Event Date Filed: 08 Dec 2020 (5 years ago)
Document Number: L10000126007
FEI/EIN Number 274184448

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 700 SOUTH PALAFOX STREET, PENSACOLA, FL, 32502, US
Mail Address: 700 SOUTH PALAFOX STREET, PENSACOLA, FL, 32502, US
ZIP code: 32502
City: Pensacola
County: Escambia
Place of Formation: FLORIDA

Links between entities

Type:
Headquarter of
Company Number:
001-041-076
State:
ALABAMA

Key Officers & Management

Name Role Address
MCCAGHREN SCOTT Manager 700 S PALAFOX STREET STE 300, PENSACOAL, FL, 32502
MCCAGHREN SCOTT Agent 700 SOUTH PALAFOX STREET, PENSACOLA, FL, 32502

Form 5500 Series

Employer Identification Number (EIN):
274184448
Plan Year:
2020
Number Of Participants:
5
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
5
Sponsors Telephone Number:

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000149130 SAFE HARBOR TAX ADVISORY LLC ACTIVE 2022-12-05 2027-12-31 - 700 SOUTH PALAFOX STREET, SUITE 300, PENSACOLA, FL, 32502

Events

Event Type Filed Date Value Description
LC AMENDMENT 2020-12-08 - -
LC AMENDMENT 2020-06-22 - -
REGISTERED AGENT NAME CHANGED 2020-06-22 MCCAGHREN, SCOTT -
REGISTERED AGENT ADDRESS CHANGED 2020-06-22 700 SOUTH PALAFOX STREET, STE 300, PENSACOLA, FL 32502 -
CHANGE OF PRINCIPAL ADDRESS 2014-06-04 700 SOUTH PALAFOX STREET, STE 300, PENSACOLA, FL 32502 -

Documents

Name Date
ANNUAL REPORT 2025-02-12
ANNUAL REPORT 2024-01-23
ANNUAL REPORT 2023-01-09
ANNUAL REPORT 2022-04-06
ANNUAL REPORT 2021-01-12
LC Amendment 2020-12-08
LC Amendment 2020-06-22
ANNUAL REPORT 2020-04-14
ANNUAL REPORT 2019-04-24
ANNUAL REPORT 2018-04-17

USAspending Awards / Financial Assistance

Date:
2020-05-03
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
63680.00
Total Face Value Of Loan:
63680.00

Paycheck Protection Program

Jobs Reported:
6
Initial Approval Amount:
$63,680
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$63,680
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$64,297.34
Servicing Lender:
Hancock Whitney Bank
Use of Proceeds:
Payroll: $63,680

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Date of last update: 03 Jul 2025

Sources: Florida Department of State