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LEWIS TAX AND FINANCIAL GROUP INC - Florida Company Profile

Company Details

Entity Name: LEWIS TAX AND FINANCIAL GROUP INC
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

LEWIS TAX AND FINANCIAL 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: 21 Apr 1998 (27 years ago)
Last Event: REINSTATEMENT
Event Date Filed: 02 Dec 2020 (4 years ago)
Document Number: P98000035939
FEI/EIN Number 593507955

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

Address: 1 Lake Morton Drive, STE 220, LAKELAND, FL, 33801, US
Mail Address: 1 Lake Morton Drive, STE 220, LAKELAND, FL, 33801, US
ZIP code: 33801
County: Polk
Place of Formation: FLORIDA

Key Officers & Management

Name Role Address
LEWIS CARL B President 1 Lake Morton Drive, Lakeland, FL, 33801
LEWIS CARL B Secretary 1 Lake Morton Drive, Lakeland, FL, 33801
LEWIS CARL B Treasurer 1 Lake Morton Drive, Lakeland, FL, 33801
LEWIS CARL B Director 1 Lake Morton Drive, Lakeland, FL, 33801
Lewis Carl B Agent 1 Lake Morton Drive, LAKELAND, FL, 33801

Events

Event Type Filed Date Value Description
REGISTERED AGENT ADDRESS CHANGED 2020-12-02 1 Lake Morton Drive, STE 220, LAKELAND, FL 33801 -
REINSTATEMENT 2020-12-02 - -
CHANGE OF PRINCIPAL ADDRESS 2020-12-02 1 Lake Morton Drive, STE 220, LAKELAND, FL 33801 -
CHANGE OF MAILING ADDRESS 2020-12-02 1 Lake Morton Drive, STE 220, LAKELAND, FL 33801 -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2019-09-27 - -
REGISTERED AGENT NAME CHANGED 2015-03-20 Lewis, Carl B -
AMENDMENT AND NAME CHANGE 2013-06-19 LEWIS TAX AND FINANCIAL GROUP INC -
AMENDMENT AND NAME CHANGE 2003-03-20 LEWIS TAX ADVISORY GROUP, INC. -

Documents

Name Date
ANNUAL REPORT 2024-04-03
ANNUAL REPORT 2023-05-01
ANNUAL REPORT 2022-04-30
ANNUAL REPORT 2021-05-01
REINSTATEMENT 2020-12-02
ANNUAL REPORT 2018-04-30
ANNUAL REPORT 2017-02-08
ANNUAL REPORT 2016-03-15
ANNUAL REPORT 2015-03-20
ANNUAL REPORT 2014-03-21

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6064637710 2020-05-01 0455 PPP 1 LAKE MORTON DR, LAKELAND, FL, 33801-5359
Loan Status Date 2021-04-16
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 27874
Loan Approval Amount (current) 27874
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description New Business or 2 years or less
Project Address LAKELAND, POLK, FL, 33801-5359
Project Congressional District FL-18
Number of Employees 4
NAICS code 541213
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 28102.34
Forgiveness Paid Date 2021-02-25
8549048507 2021-03-10 0455 PPS 1 Lake Morton Dr, Lakeland, FL, 33801-5359
Loan Status Date 2021-12-15
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 27875
Loan Approval Amount (current) 27875
Undisbursed Amount 0
Franchise Name -
Lender Location ID 9551
Servicing Lender Name Bank of America, National Association
Servicing Lender Address 100 N Tryon St, Ste 170, CHARLOTTE, NC, 28202-4024
Rural or Urban Indicator U
Hubzone N
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Lakeland, POLK, FL, 33801-5359
Project Congressional District FL-18
Number of Employees 2
NAICS code 524210
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Corporation
Originating Lender ID 9551
Originating Lender Name Bank of America, National Association
Originating Lender Address CHARLOTTE, NC
Gender Male Owned
Veteran Non-Veteran
Forgiveness Amount 27998.72
Forgiveness Paid Date 2021-08-26

Date of last update: 03 Apr 2025

Sources: Florida Department of State