Home Page
Counties
Lee
33907
CPA TAX ADVISORS, INC

CPA TAX ADVISORS, INC - Florida Company Profile

Company Details

Entity Name:	CPA TAX ADVISORS, INC
Jurisdiction:	FLORIDA
Filing Type:	Domestic Profit CPA TAX ADVISORS, 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:	25 Jan 2012 (13 years ago)
Last Event:	NAME CHANGE AMENDMENT
Event Date Filed:	09 Dec 2016 (8 years ago)
Document Number:	P12000008508
FEI/EIN Number	45-4354752 Federal Employer Identification (FEI) Number assigned by the IRS.
Address:	12995 S Cleveland Ave, Ste 160, Fort Myers, FL, 33907, US
Mail Address:	12995 S Cleveland Ave, Ste 160, Fort Myers, FL, 33907, US
ZIP code:	33907
County:	Lee
Place of Formation:	FLORIDA

form 5500

Plan Name

Plan Year

EIN/PN

Received

Sponsor

Total number of participants

CPA TAX ADVISORS, INC. 401(K) PLAN

2023

454354752

2024-10-14

CPA TAX ADVISORS, INC.

7

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2017-01-01
Business code	541211
Sponsor’s telephone number	8557401040
Plan sponsor’s address	12995 S. CLEVELAND AVE., SUITE 210, FORT MYERS, FL, 33907

CPA TAX ADVISORS, INC. 401(K) PLAN

2022

454354752

2023-06-16

CPA TAX ADVISORS, INC.

9

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2017-01-01
Business code	541211
Sponsor’s telephone number	8557401040
Plan sponsor’s address	12995 S. CLEVELAND AVE., SUITE 210, FORT MYERS, FL, 33907

CPA TAX ADVISORS, INC. 401(K) PLAN

2021

454354752

2022-10-13

CPA TAX ADVISORS, INC.

8

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2017-01-01
Business code	541211
Sponsor’s telephone number	8557401040
Plan sponsor’s address	12995 S. CLEVELAND AVE., SUITE 210, FORT MYERS, FL, 33907

CPA TAX ADVISORS, INC. 401(K) PLAN

2020

454354752

2021-10-14

CPA TAX ADVISORS, INC.

7

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2017-01-01
Business code	541211
Sponsor’s telephone number	8557401040
Plan sponsor’s address	12995 S. CLEVELAND AVE., SUITE 210, FORT MYERS, FL, 33907

CPA TAX ADVISORS, INC. 401(K) PLAN

2019

454354752

2020-10-12

CPA TAX ADVISORS, INC.

6

Three-digit plan number (PN)	001
Effective date of plan	2017-01-01
Business code	541211
Sponsor’s telephone number	8557401040
Plan sponsor’s address	12995 S. CLEVELAND AVE., SUITE 210, FORT MYERS, FL, 33907

CPA TAX ADVISORS, INC. 401(K) PLAN

2019

454354752

2021-10-14

CPA TAX ADVISORS, INC.

6

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2017-01-01
Business code	541211
Sponsor’s telephone number	8557401040
Plan sponsor’s address	12995 S. CLEVELAND AVE., SUITE 210, FORT MYERS, FL, 33907

CPA TAX ADVISORS, INC. 401(K) PLAN

2018

454354752

2019-07-11

CPA TAX ADVISORS, INC.

5

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2017-01-01
Business code	541211
Sponsor’s telephone number	8557401040
Plan sponsor’s address	12995 S. CLEVELAND AVE., SUITE 210, FORT MYERS, FL, 33907

CPA TAX ADVISORS, INC. 401(K) PLAN

2017

454354752

2018-09-10

CPA TAX ADVISORS, INC.

4

File	View Page
Three-digit plan number (PN)	001
Effective date of plan	2017-01-01
Business code	541211
Sponsor’s telephone number	8557401040
Plan sponsor’s address	12995 S. CLEVELAND AVE., SUITE 210, FORT MYERS, FL, 33907

Key Officers & Management

Name	Role	Address
TITONE LEONARD	President	12995 S Cleveland Ave, Fort Myers, FL, 33907
TITONE LEONARD	Agent	12995 S Cleveland Ave, Fort Myers, FL, 33907

Fictitious Names

Registration Number	Fictitious Name	Status	Filed Date	Expiration Date	Cancellation Date	Mailing Address
G13000002808	CPA TAX ADVISORS INC	EXPIRED	2013-01-08	2018-12-31	-	12951 METRO PARKWAY, UNIT 16, FORT MYERS, FL, 33966

Events

Event Type	Filed Date	Value	Description
CHANGE OF PRINCIPAL ADDRESS	2021-03-19	12995 S Cleveland Ave, Ste 160, Fort Myers, FL 33907	-
CHANGE OF MAILING ADDRESS	2021-03-19	12995 S Cleveland Ave, Ste 160, Fort Myers, FL 33907	-
REGISTERED AGENT ADDRESS CHANGED	2021-03-19	12995 S Cleveland Ave, Ste 160, Fort Myers, FL 33907	-
NAME CHANGE AMENDMENT	2016-12-09	CPA TAX ADVISORS, INC	-
REGISTERED AGENT NAME CHANGED	2014-03-16	TITONE, LEONARD	-

Documents

Name	Date
ANNUAL REPORT	2024-04-10
ANNUAL REPORT	2023-04-11
ANNUAL REPORT	2022-03-22
ANNUAL REPORT	2021-03-19
ANNUAL REPORT	2020-03-19
ANNUAL REPORT	2019-03-05
ANNUAL REPORT	2018-01-12
ANNUAL REPORT	2017-01-06
Name Change	2016-12-09
ANNUAL REPORT	2016-01-12
ANNUAL REPORT	2015-01-10
ANNUAL REPORT	2014-03-16
ANNUAL REPORT	2013-02-14
Domestic Profit	2012-01-25

Paycheck Protection Program

Loan Number

Loan Funded Date

SBA Origination Office Code

Loan Delivery Method

Borrower Street Address

5665937304

2020-04-30

0455

PPP

12995 S Cleveland Ave, Fort Myers, FL, 33907

Loan Status Date	2021-04-21
Loan Status	Paid in Full
Loan Maturity in Months	24
SBA Guaranty Percentage	100
Loan Approval Amount (at origination)	48700
Loan Approval Amount (current)	48700
Undisbursed Amount	0
Franchise Name	-
Lender Location ID	4426
Servicing Lender Name	Bank OZK
Servicing Lender Address	18000 Cantrell Rd, LITTLE ROCK, AR, 72223-9729
Rural or Urban Indicator	U
Hubzone	N
LMI	N
Business Age Description	Existing or more than 2 years old
Project Address	Fort Myers, LEE, FL, 33907-1000
Project Congressional District	FL-19
Number of Employees	8
NAICS code	541211
Borrower Race	Unanswered
Borrower Ethnicity	Unknown/NotStated
Business Type	Subchapter S Corporation
Originating Lender ID	4426
Originating Lender Name	Bank OZK
Originating Lender Address	LITTLE ROCK, AR
Gender	Unanswered
Veteran	Unanswered
Forgiveness Amount	49102.94
Forgiveness Paid Date	2021-03-03

Date of last update: 03 Apr 2025

Sources: Florida Department of State