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ACORN TAX AND WEALTH ADVISORS LLC - Florida Company Profile

Company Details

Entity Name: ACORN TAX AND WEALTH ADVISORS LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

ACORN TAX AND WEALTH ADVISORS 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: 25 Nov 2014 (10 years ago)
Document Number: L14000181995
FEI/EIN Number 47-2521831

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

Address: 7380 SW 60th Ave, Ocala, FL, 34476, US
Mail Address: 7380 SW 60th Ave, Ocala, FL, 34476, US
ZIP code: 34476
County: Marion
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
VEALEY AUSTIN Authorized Member 7380 SW 60th Ave, Ocala, FL, 34476
Vealey Holly Authorized Member 7380 SW 60th Ave, Ocala, FL, 34476
Vealey Austin Agent 7380 SW 60th Ave, Ocala, FL, 34476

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2022-01-21 7380 SW 60th Ave, Suite 4, Ocala, FL 34476 -
CHANGE OF MAILING ADDRESS 2022-01-21 7380 SW 60th Ave, Suite 4, Ocala, FL 34476 -
REGISTERED AGENT ADDRESS CHANGED 2022-01-21 7380 SW 60th Ave, Suite 4, Ocala, FL 34476 -
REGISTERED AGENT NAME CHANGED 2019-01-27 Vealey, Austin -

Documents

Name Date
ANNUAL REPORT 2025-01-02
ANNUAL REPORT 2024-01-15
ANNUAL REPORT 2023-01-10
ANNUAL REPORT 2022-01-21
ANNUAL REPORT 2021-02-02
ANNUAL REPORT 2020-01-07
ANNUAL REPORT 2019-01-27
ANNUAL REPORT 2018-03-30
ANNUAL REPORT 2017-04-24
ANNUAL REPORT 2016-03-02

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6840897210 2020-04-28 0491 PPP 7494 SW 60TH AVE Suite B, OCALA, FL, 34476-6428
Loan Status Date 2021-02-06
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 32700
Loan Approval Amount (current) 32700
Undisbursed Amount 0
Franchise Name -
Lender Location ID 88793
Servicing Lender Name First Federal Bank
Servicing Lender Address 4705 W US Hwy 90, LAKE CITY, FL, 32055-4884
Rural or Urban Indicator R
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address OCALA, MARION, FL, 34476-6428
Project Congressional District FL-03
Number of Employees 5
NAICS code 541211
Borrower Race American Indian or Alaska Native
Borrower Ethnicity Unknown/NotStated
Business Type Limited Liability Company(LLC)
Originating Lender ID 88793
Originating Lender Name First Federal Bank
Originating Lender Address LAKE CITY, FL
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 32918.91
Forgiveness Paid Date 2021-01-07

Date of last update: 02 Mar 2025

Sources: Florida Department of State