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ISAACSON TAX & ESTATE ADVISORS INC.

Company Details

Entity Name: ISAACSON TAX & ESTATE ADVISORS INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit
Status: Active
Date Filed: 11 Dec 2003 (21 years ago)
Last Event: AMENDMENT
Event Date Filed: 05 Dec 2014 (10 years ago)
Document Number: P03000150359
FEI/EIN Number 200487948
Address: 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL, 33426
Mail Address: 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL, 33426
ZIP code: 33426
County: Palm Beach
Place of Formation: FLORIDA

Agent

Name Role Address
ISAACSON WILLIAM D Agent 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL, 33426

President

Name Role Address
ISAACSON WILLIAM D President 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL, 33426

Chief Executive Officer

Name Role Address
ISAACSON WILLIAM D Chief Executive Officer 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL, 33426

Events

Event Type Filed Date Value Description
CHANGE OF PRINCIPAL ADDRESS 2014-12-05 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL 33426 No data
AMENDMENT 2014-12-05 No data No data
CHANGE OF MAILING ADDRESS 2014-12-05 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL 33426 No data
REGISTERED AGENT ADDRESS CHANGED 2009-04-17 1301 N. CONGRESS AVE., SUITE 350, BOYNTON BEACH, FL 33426 No data
REGISTERED AGENT NAME CHANGED 2009-04-17 ISAACSON, WILLIAM D No data
AMENDMENT AND NAME CHANGE 2004-10-12 ISAACSON TAX & ESTATE ADVISORS INC. No data
ARTICLES OF CORRECT-ION/NAME CHANGE 2003-12-26 ISAACSON FINANCIAL GROUP INC. No data

Documents

Name Date
ANNUAL REPORT 2024-04-05
ANNUAL REPORT 2023-02-01
ANNUAL REPORT 2022-03-07
ANNUAL REPORT 2021-02-10
ANNUAL REPORT 2020-03-19
ANNUAL REPORT 2019-04-08
ANNUAL REPORT 2018-02-08
ANNUAL REPORT 2017-03-02
ANNUAL REPORT 2016-04-08
ANNUAL REPORT 2015-02-26

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
7012477800 2020-06-03 0455 PPP 1301 N Congress Ave #350, BOYNTON BEACH, FL, 33426-3312
Loan Status Date 2021-10-19
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 63000
Loan Approval Amount (current) 63000
Undisbursed Amount 0
Franchise Name -
Lender Location ID 225134
Servicing Lender Name Truist Bank
Servicing Lender Address 214 N Tryon St, CHARLOTTE, NC, 28202-1078
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Unanswered
Project Address BOYNTON BEACH, PALM BEACH, FL, 33426-3312
Project Congressional District FL-22
Number of Employees 2
NAICS code 523999
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Subchapter S Corporation
Originating Lender ID 225134
Originating Lender Name Truist Bank
Originating Lender Address CHARLOTTE, NC
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 63806.75
Forgiveness Paid Date 2021-09-16

Date of last update: 03 Feb 2025

Sources: Florida Department of State