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WESTBAY CPAS, PLLC - Florida Company Profile

Company Details

Entity Name: WESTBAY CPAS, PLLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

WESTBAY CPAS, PLLC 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: 06 May 2013 (12 years ago)
Last Event: LC NAME CHANGE
Event Date Filed: 22 Feb 2019 (6 years ago)
Document Number: L13000065611
FEI/EIN Number 46-2702007

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

Address: 2358 DREW STREET, CLEARWATER, FL, 33765, US
Mail Address: 2358 DREW STREET, CLEARWATER, FL, 33765, US
ZIP code: 33765
County: Pinellas
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WESTBAY CPAS PLLC 401(K) PLAN 2022 462702007 2023-04-06 WESTBAY CPAS PLLC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 7277263600
Plan sponsor’s address 2358 DREW STREET, CLEARWATER, FL, 33765
WESTBAY CPAS PLLC 401(K) PLAN 2022 462702007 2023-02-09 WESTBAY CPAS PLLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 7277263600
Plan sponsor’s address 2358 DREW STREET, CLEARWATER, FL, 33765
WESTBAY CPAS PLLC 401(K) PLAN 2021 462702007 2022-04-04 WESTBAY CPAS PLLC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 7277263600
Plan sponsor’s address 2358 DREW STREET, CLEARWATER, FL, 33765
WESTBAY CPAS PLLC 401(K) PLAN 2020 462702007 2021-06-10 WESTBAY CPAS PLLC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2020-01-01
Business code 541211
Sponsor’s telephone number 7277263600
Plan sponsor’s address 2358 DREW STREET, CLEARWATER, FL, 33765

Signature of

Role Plan administrator
Date 2021-06-10
Name of individual signing DANIELLE FINLAYSON
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
HARPER JOHN D Managing Member 2358 DREW STREET, CLEARWATER, FL, 33765
HARPER JOHN D Agent 2358 DREW STREET, CLEARWATER, FL, 33765

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G18000100857 WESTBAY CPAS EXPIRED 2018-09-12 2023-12-31 - 2358 DREW ST, CLEARWATER, FL, 33765
G14000029563 HARPER FORENSIC CPAS EXPIRED 2014-03-24 2024-12-31 - 2358 DREW STREET, CLEARWATER, FL, 33765

Events

Event Type Filed Date Value Description
LC NAME CHANGE 2019-02-22 WESTBAY CPAS, PLLC -
REGISTERED AGENT NAME CHANGED 2014-03-24 HARPER, JOHN D -

Documents

Name Date
ANNUAL REPORT 2025-01-26
ANNUAL REPORT 2024-01-04
ANNUAL REPORT 2023-01-31
ANNUAL REPORT 2022-04-18
ANNUAL REPORT 2021-04-19
ANNUAL REPORT 2020-04-08
ANNUAL REPORT 2019-04-05
LC Name Change 2019-02-22
ANNUAL REPORT 2018-02-21
ANNUAL REPORT 2017-02-09

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
5783878503 2021-03-01 0455 PPS 2358 Drew St N/A, Clearwater, FL, 33765-3310
Loan Status Date 2021-10-22
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 85229
Loan Approval Amount (current) 85229
Undisbursed Amount 0
Franchise Name -
Lender Location ID 117723
Servicing Lender Name SouthState Bank, National Association
Servicing Lender Address 1101 First St South, WINTER HAVEN, FL, 33880-3908
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Clearwater, PINELLAS, FL, 33765-3310
Project Congressional District FL-13
Number of Employees 7
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 117723
Originating Lender Name SouthState Bank, National Association
Originating Lender Address WINTER HAVEN, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 85702.49
Forgiveness Paid Date 2021-09-24
4143377104 2020-04-12 0455 PPP 2358 DREW ST, CLEARWATER, FL, 33765-3310
Loan Status Date 2021-06-22
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 84500
Loan Approval Amount (current) 84500
Undisbursed Amount 0
Franchise Name -
Lender Location ID 117723
Servicing Lender Name SouthState Bank, National Association
Servicing Lender Address 1101 First St South, WINTER HAVEN, FL, 33880-3908
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address CLEARWATER, PINELLAS, FL, 33765-3310
Project Congressional District FL-13
Number of Employees 7
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 117723
Originating Lender Name SouthState Bank, National Association
Originating Lender Address WINTER HAVEN, FL
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 85389.6
Forgiveness Paid Date 2021-05-13

Date of last update: 01 Apr 2025

Sources: Florida Department of State