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WHEELER TAX & ACCOUNTING Inc.

Company Details

Name: WHEELER TAX & ACCOUNTING Inc.
Legal type: Kentucky Corporation
Status: Active
Standing: Good
Profit or Non-Profit: Profit
File Date: 30 Sep 2014 (11 years ago)
Organization Date: 30 Sep 2014 (11 years ago)
Last Annual Report: 20 Jun 2024 (10 months ago)
Organization Number: 0898465
Industry: Miscellaneous Services
Number of Employees: Small (0-19)
ZIP code: 40391
City: Winchester, Ford
Primary County: Clark County
Principal Office: 21 LYNNWAY DRIVE, WINCHESTER, KY 40391
Place of Formation: KENTUCKY
Authorized Shares: 100

Registered Agent

Name Role
DONNA J WHEELER Registered Agent

President

Name Role
DONNA J WHEELER President

Director

Name Role
DONNA J WHEELER Director

Incorporator

Name Role
DONNA J WHEELER Incorporator

Filings

Name File Date
Annual Report 2024-06-20
Annual Report 2023-06-06
Annual Report 2022-06-29
Annual Report 2021-06-22
Annual Report 2020-02-14
Annual Report 2019-05-13
Annual Report 2018-05-25
Annual Report 2017-05-25
Annual Report 2016-06-24
Annual Report 2015-05-18

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
2924727204 2020-04-16 0457 PPP 901 W LEXINGTON AVE STE 4, WINCHESTER, KY, 40391-1200
Loan Status Date 2021-06-10
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 5400
Loan Approval Amount (current) 5400
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27631
Servicing Lender Name Traditional Bank, Inc.
Servicing Lender Address 49 W Main St, MOUNT STERLING, KY, 40353-1316
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address WINCHESTER, CLARK, KY, 40391-1200
Project Congressional District KY-06
Number of Employees 1
NAICS code 541213
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 27631
Originating Lender Name Traditional Bank, Inc.
Originating Lender Address MOUNT STERLING, KY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 5459.03
Forgiveness Paid Date 2021-05-27
6208098405 2021-02-10 0457 PPS 901 W Lexington Ave Ste 4, Winchester, KY, 40391-1200
Loan Status Date 2021-12-10
Loan Status Paid in Full
Loan Maturity in Months 60
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 6600
Loan Approval Amount (current) 6600
Undisbursed Amount 0
Franchise Name -
Lender Location ID 27631
Servicing Lender Name Traditional Bank, Inc.
Servicing Lender Address 49 W Main St, MOUNT STERLING, KY, 40353-1316
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address Winchester, CLARK, KY, 40391-1200
Project Congressional District KY-06
Number of Employees 1
NAICS code 541213
Borrower Race White
Borrower Ethnicity Not Hispanic or Latino
Business Type Subchapter S Corporation
Originating Lender ID 27631
Originating Lender Name Traditional Bank, Inc.
Originating Lender Address MOUNT STERLING, KY
Gender Female Owned
Veteran Non-Veteran
Forgiveness Amount 6647.92
Forgiveness Paid Date 2021-11-05

Sources: Kentucky Secretary of State