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PALM BEACH TAX & PLANNING SERVICES, LLC - Florida Company Profile

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Company Details

Entity Name: PALM BEACH TAX & PLANNING SERVICES, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

PALM BEACH TAX & PLANNING SERVICES, 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: 23 Jan 2014 (11 years ago)
Document Number: L14000012418
FEI/EIN Number 46-4613867

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

Address: 814 Island Shores Dr, Greenacres, FL, 33413, US
Mail Address: 814 Island Shores Dr, Greenacres, FL, 33413, US
ZIP code: 33413
County: Palm Beach
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
Pegg Julie D Manager 814 Island Shores Drive, Greenacres, FL, 33413
PEGG JULIE D Agent 814 Island Shores Dr, Greenacres, FL, 33413

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2022-05-01 814 Island Shores Dr, Greenacres, FL 33413 -
CHANGE OF MAILING ADDRESS 2022-05-01 814 Island Shores Dr, Greenacres, FL 33413 -
REGISTERED AGENT ADDRESS CHANGED 2022-05-01 814 Island Shores Dr, Greenacres, FL 33413 -

Documents

Name Date
ANNUAL REPORT 2024-04-27
ANNUAL REPORT 2023-04-26
ANNUAL REPORT 2022-05-01
ANNUAL REPORT 2021-05-01
ANNUAL REPORT 2020-06-30
ANNUAL REPORT 2019-04-05
ANNUAL REPORT 2018-05-01
ANNUAL REPORT 2017-04-30
ANNUAL REPORT 2016-05-01
ANNUAL REPORT 2015-04-05

USAspending Awards / Financial Assistance

Date:
2020-08-05
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:
4907.50
Total Face Value Of Loan:
4907.50

Paycheck Protection Program

Date Approved:
2020-08-05
Loan Status:
Charged Off
SBA Guaranty Percentage:
100
Initial Approval Amount:
4907.5
Current Approval Amount:
4907.5
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered

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Date of last update: 03 Jun 2025

Sources: Florida Department of State