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SORENSEN TAX ADVISORY GROUP, INC. - Florida Company Profile

Company Details

Entity Name: SORENSEN TAX ADVISORY GROUP, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

SORENSEN TAX ADVISORY GROUP, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation 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: 13 Jun 2003 (22 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 13 Oct 2003 (21 years ago)
Document Number: P03000065777
FEI/EIN Number 830361783

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

Address: 1515 BUENOS AIRES BLVD, THE VILLAGES, FL, 32159, US
Mail Address: 1515 BUENOS AIRES BLVD, THE VILLAGES, FL, 32159, US
ZIP code: 32159
County: Lake
Place of Formation: FLORIDA

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
SORENSEN TAX ADVISORY GROUP, INC 401(K) 2023 830361783 2024-04-30 SORENSEN TAX ADVISORY GROUP, INC 13
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-12-01
Business code 523900
Sponsor’s telephone number 3527501637
Plan sponsor’s address 1515 BUENOS AIRES BLVD, LADY LAKE, FL, 32159

Signature of

Role Plan administrator
Date 2024-04-30
Name of individual signing MARK SORENSEN
Valid signature Filed with authorized/valid electronic signature
SORENSEN TAX ADVISORY GROUP, INC 401(K) 2022 830361783 2023-06-22 SORENSEN TAX ADVISORY GROUP, INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-12-01
Business code 523900
Sponsor’s telephone number 3527501637
Plan sponsor’s address 1515 BUENOS AIRES BLVD, THE VILLAGES, FL, 32159

Signature of

Role Plan administrator
Date 2023-06-22
Name of individual signing MARK ROYAL SORENSEN
Valid signature Filed with authorized/valid electronic signature
SORENSEN TAX ADVISORY GROUP, INC 401(K) 2021 830361783 2022-09-15 SORENSEN TAX ADVISORY GROUP, INC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-12-01
Business code 523900
Sponsor’s telephone number 3527514590
Plan sponsor’s address 1515 BUENOS AIRES BLVD, THE VILLAGES, FL, 32159

Signature of

Role Plan administrator
Date 2022-09-15
Name of individual signing MARK ROYAL SORENSEN
Valid signature Filed with authorized/valid electronic signature
SORENSEN TAX ADVISORY GROUP, INC 401(K) 2020 830361783 2021-10-07 SORENSEN TAX ADVISORY GROUP, INC 11
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-12-01
Business code 523900
Sponsor’s telephone number 3527514590
Plan sponsor’s address 1515 BUENOS AIRES BLVD, THE VILLAGES, FL, 32159

Signature of

Role Plan administrator
Date 2021-10-07
Name of individual signing MARK ROYAL SORENSEN
Valid signature Filed with authorized/valid electronic signature
SORENSEN TAX ADVISORY GROUP, INC 401(K) 2019 830361783 2020-10-08 SORENSEN TAX ADVISORY GROUP, INC 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-12-01
Business code 523900
Sponsor’s telephone number 3527514590
Plan sponsor’s address 1515 BUENOS AIRES BLVD, THE VILLAGES, FL, 32159

Signature of

Role Plan administrator
Date 2020-10-08
Name of individual signing MARK ROYAL SORENSEN
Valid signature Filed with authorized/valid electronic signature
SORENSEN TAX ADVISORY GROUP, INC 401(K) 2018 830361783 2019-10-07 SORENSEN TAX ADVISORY GROUP, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-12-01
Business code 523900
Sponsor’s telephone number 3527514590
Plan sponsor’s address 1515 BUENOS AIRES BLVD, THE VILLAGES, FL, 32159

Signature of

Role Plan administrator
Date 2019-10-07
Name of individual signing MARK ROYAL SORENSEN
Valid signature Filed with authorized/valid electronic signature
SORENSEN TAX ADVISORY GROUP, INC 401(K) 2017 830361783 2018-10-08 SORENSEN TAX ADVISORY GROUP, INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-12-01
Business code 523900
Sponsor’s telephone number 3527514590
Plan sponsor’s address 1515 BUENOS AIRES BLVD, THE VILLAGES, FL, 32159

Signature of

Role Plan administrator
Date 2018-10-08
Name of individual signing MARK ROYAL SORENSEN
Valid signature Filed with authorized/valid electronic signature
SORENSEN TAX ADVISORY GROUP, INC 401(K) 2016 830361783 2017-10-05 SORENSEN TAX ADVISORY GROUP, INC 8
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-12-01
Business code 523900
Sponsor’s telephone number 3527514590
Plan sponsor’s address 1515 BUENOS AIRES BLVD, THE VILLAGES, FL, 32159

Signature of

Role Plan administrator
Date 2017-10-05
Name of individual signing MARK ROYAL SORENSEN
Valid signature Filed with authorized/valid electronic signature
SORENSEN TAX ADVISORY GROUP, INC 401(K) 2015 830361783 2016-05-23 SORENSEN TAX ADVISORY GROUP, INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-12-01
Business code 523900
Sponsor’s telephone number 3527514590
Plan sponsor’s address 1515 BUENOS AIRES, THE VILLAGES, FL, 32159

Signature of

Role Plan administrator
Date 2016-05-23
Name of individual signing MARK ROYAL SORENSEN
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2016-05-23
Name of individual signing MARK ROYAL SORENSEN
Valid signature Filed with authorized/valid electronic signature
SORENSEN TAX ADVISORY GROUP, INC 401(K) 2014 830361783 2015-05-19 SORENSEN TAX ADVISORY GROUP, INC 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2005-12-01
Business code 523900
Sponsor’s telephone number 3527514590
Plan sponsor’s address 1515 BUENOS AIRES, THE VILLAGES, FL, 32159

Signature of

Role Plan administrator
Date 2015-05-19
Name of individual signing MARK SORENSEN
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
Sorensen Mark R President 37718 N CR 44A, Eustis, FL, 32736
Sorensen Linda A Vice President 37718 N CR 44A, Eustis, FL, 32736
SORENSEN MARK R Agent 37718 N CR 44A, EUSTIS, FL, 32736

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G12000031019 BLACKSTON SORENSEN TAX ADVISORY GROUP EXPIRED 2012-03-30 2017-12-31 - 1515 BUENOS AIRES BLVD, THE VILLAGES, FL, 32159

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2025-01-02 Bryant, Bob R, CPA -
REGISTERED AGENT ADDRESS CHANGED 2025-01-02 10941 SE US Hwy 441, Belleview, FL 34420 -
REGISTERED AGENT ADDRESS CHANGED 2018-01-10 37718 N CR 44A, EUSTIS, FL 32736 -
CHANGE OF PRINCIPAL ADDRESS 2008-01-11 1515 BUENOS AIRES BLVD, THE VILLAGES, FL 32159 -
CHANGE OF MAILING ADDRESS 2008-01-11 1515 BUENOS AIRES BLVD, THE VILLAGES, FL 32159 -
NAME CHANGE AMENDMENT 2003-10-13 SORENSEN TAX ADVISORY GROUP, INC. -

Documents

Name Date
ANNUAL REPORT 2025-01-02
ANNUAL REPORT 2024-02-05
ANNUAL REPORT 2023-01-26
ANNUAL REPORT 2022-01-24
ANNUAL REPORT 2021-01-11
ANNUAL REPORT 2020-02-13
ANNUAL REPORT 2019-01-30
ANNUAL REPORT 2018-01-10
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-01-18

Date of last update: 02 Mar 2025

Sources: Florida Department of State