Search icon

TAX STRATEGIES, INC.

Company Details

Name: TAX STRATEGIES, INC.
Jurisdiction: New York
Legal type: DOMESTIC BUSINESS CORPORATION
Status: Active
Date of registration: 16 Mar 2004 (21 years ago)
Entity Number: 3027150
ZIP code: 12580
County: Dutchess
Place of Formation: New York
Address: ROBERT J GREENE, 152 DEER RIDGE DRIVE, STAATSBURG, NY, United States, 12580
Principal Address: 152 DEER RIDGE DRIVE, STAATSBURG, NY, United States, 12580

Shares Details

Shares issued 200

Share Par Value 0

Type NO PAR VALUE

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
TAX STRATEGIES 401K PROFIT SHARING PLAN 2023 341986687 2024-07-04 TAX STRATEGIES INC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 541213
Sponsor’s telephone number 8454163307
Plan sponsor’s address 152 DEER RIDGE DR, STAATSBURG, NY, 12580

Signature of

Role Plan administrator
Date 2024-07-04
Name of individual signing SHIRLEY HORNER
TAX STRATEGIES 401K PROFIT SHARING PLAN 2022 341986687 2023-08-11 TAX STRATEGIES INC 0
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2022-01-01
Business code 541213
Sponsor’s telephone number 8454163307
Plan sponsor’s address 152 DEER RIDGE DR, STAATSBURG, NY, 12580

Signature of

Role Plan administrator
Date 2023-08-11
Name of individual signing SHIRLEY HORNER

DOS Process Agent

Name Role Address
THE CORPORATION DOS Process Agent ROBERT J GREENE, 152 DEER RIDGE DRIVE, STAATSBURG, NY, United States, 12580

Chief Executive Officer

Name Role Address
ROBERT J GREENE Chief Executive Officer 152 DEER RIDGE DRIVE, STAATSBURG, NY, United States, 12580

History

Start date End date Type Value
2024-03-01 2024-03-01 Address 152 DEER RIDGE DRIVE, STAATSBURG, NY, 12580, 5755, USA (Type of address: Chief Executive Officer)
2024-03-01 2024-03-01 Address 152 DEER RIDGE DRIVE, STAATSBURG, NY, 12580, USA (Type of address: Chief Executive Officer)
2006-03-29 2024-03-01 Address 152 DEER RIDGE DRIVE, STAATSBURG, NY, 12580, 5755, USA (Type of address: Chief Executive Officer)
2004-03-16 2024-03-01 Shares Share type: NO PAR VALUE, Number of shares: 200, Par value: 0
2004-03-16 2024-03-01 Address ROBERT J GREENE, 152 DEER RIDGE DRIVE, STAATSBURG, NY, 12580, USA (Type of address: Service of Process)

Filings

Filing Number Date Filed Type Effective Date
240301041630 2024-03-01 BIENNIAL STATEMENT 2024-03-01
220124000409 2022-01-24 BIENNIAL STATEMENT 2022-01-24
140505002107 2014-05-05 BIENNIAL STATEMENT 2014-03-01
120614002423 2012-06-14 BIENNIAL STATEMENT 2012-03-01
100630003030 2010-06-30 BIENNIAL STATEMENT 2010-03-01
080312003187 2008-03-12 BIENNIAL STATEMENT 2008-03-01
060329002873 2006-03-29 BIENNIAL STATEMENT 2006-03-01
040316000611 2004-03-16 CERTIFICATE OF INCORPORATION 2004-03-16

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
6504368506 2021-03-03 0202 PPP 152 Deer Ridge Dr, Staatsburg, NY, 12580-5755
Loan Status Date 2022-01-22
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 39017
Loan Approval Amount (current) 39017
Undisbursed Amount 0
Franchise Name -
Lender Location ID 29805
Servicing Lender Name TD Bank, National Association
Servicing Lender Address 2035 Limestone Rd, WILMINGTON, DE, 19808-5529
Rural or Urban Indicator U
Hubzone N
LMI N
Business Age Description Existing or more than 2 years old
Project Address Staatsburg, DUTCHESS, NY, 12580-5755
Project Congressional District NY-18
Number of Employees 4
NAICS code 541211
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Sole Proprietorship
Originating Lender ID 29805
Originating Lender Name TD Bank, National Association
Originating Lender Address WILMINGTON, DE
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 39307.46
Forgiveness Paid Date 2021-12-02

Date of last update: 29 Mar 2025

Sources: New York Secretary of State