Search icon

WISE TAX AND FINANCIAL SERVICES PLLC - Florida Company Profile

Company Details

Entity Name: WISE TAX AND FINANCIAL SERVICES PLLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.

WISE TAX AND FINANCIAL SERVICES 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: 30 Aug 2016 (9 years ago)
Last Event: LC STMNT OF RA/RO CHG
Event Date Filed: 24 Apr 2024 (a year ago)
Document Number: L16000162424
FEI/EIN Number 81-3734194

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

Address: 4700 Millenia Boulevard, ORLANDO, FL, 32839, US
Mail Address: 4700 Millenia Boulevard, ORLANDO, FL, 32839, US
ZIP code: 32839
County: Orange
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
FEI JIA Authorized Member 4700 MILLENIA BOULEVARD, ORLANDO, FL, 32836
FEI JIA Agent 4700 Millenia Boulevard Suite 175, ORLANDO, FL, 32839

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2025-01-07 4700 Millenia Boulevard Suite 175, ORLANDO, FL 32839 -
LC STMNT OF RA/RO CHG 2024-04-24 - -
LC AMENDMENT 2024-02-29 - -
CHANGE OF PRINCIPAL ADDRESS 2023-08-29 4700 Millenia Boulevard, STE 175, ORLANDO, FL 32839 -
CHANGE OF MAILING ADDRESS 2023-08-29 4700 Millenia Boulevard, STE 175, ORLANDO, FL 32839 -
LC AMENDMENT AND NAME CHANGE 2017-08-28 WISE TAX AND FINANCIAL SERVICES PLLC -
REGISTERED AGENT NAME CHANGED 2017-08-28 FEI, JIA -
LC AMENDMENT AND NAME CHANGE 2017-07-19 FLORENCE FEI CPA & ASSOCIATES, PLLC -

Documents

Name Date
ANNUAL REPORT 2025-01-07
CORLCRACHG 2024-04-24
LC Amendment 2024-02-29
ANNUAL REPORT 2024-01-18
ANNUAL REPORT 2023-01-04
ANNUAL REPORT 2022-02-23
ANNUAL REPORT 2021-01-15
ANNUAL REPORT 2020-01-11
ANNUAL REPORT 2019-01-26
ANNUAL REPORT 2018-01-22

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2332167405 2020-05-05 0491 PPP 7208 W SAND LAKE RD STE 305, Orlando, FL, 32819
Loan Status Date 2021-06-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 5000
Loan Approval Amount (current) 5000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 122043
Servicing Lender Name WebBank
Servicing Lender Address 215 S State St, Ste 1000, SALT LAKE CITY, UT, 84111-2336
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Orlando, ORANGE, FL, 32819-0001
Project Congressional District FL-10
Number of Employees 2
NAICS code 541213
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 122043
Originating Lender Name WebBank
Originating Lender Address SALT LAKE CITY, UT
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 5050.56
Forgiveness Paid Date 2021-05-06

Date of last update: 02 Apr 2025

Sources: Florida Department of State