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CONCIERGE TAX SERVICES, LLC

Company Details

Entity Name: CONCIERGE TAX SERVICES, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 06 Jan 2006
Business ALEI: 0844552
Annual report due: 31 Mar 2025
NAICS code: 541213 - Tax Preparation Services
Business address: 79 Soundview Ave, Shelton, CT, 06484-2751, United States
Mailing address: PO Box 2625, SHELTON, CT, United States, 06484
ZIP code: 06484
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: robert@conciergetax.com

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CONCIERGE TAX SERVICES 401(K) PROFIT SHARING PLAN 2023 830444771 2024-01-10 CONCIERGE TAX SERVICES, LLC 6
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541213
Sponsor’s telephone number 2037677197
Plan sponsor’s address PO BOX 2625, SHELTON, CT, 064848625
CONCIERGE TAX SERVICES 401(K) PROFIT SHARING PLAN 2022 830444771 2023-01-09 CONCIERGE TAX SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541213
Sponsor’s telephone number 2037677197
Plan sponsor’s address 2 CORPORATE DR STE 948, SHELTON, CT, 064846246
CONCIERGE TAX SERVICES 401(K) PROFIT SHARING PLAN 2021 830444771 2022-01-04 CONCIERGE TAX SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541213
Sponsor’s telephone number 2037677197
Plan sponsor’s address 2 CORPORATE DR STE 948, SHELTON, CT, 064846246
CONCIERGE TAX SERVICES 401(K) PROFIT SHARING PLAN 2020 830444771 2021-01-05 CONCIERGE TAX SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541213
Sponsor’s telephone number 2037677197
Plan sponsor’s address 2 CORPORATE DR STE 948, SHELTON, CT, 064846246
CONCIERGE TAX SERVICES 401(K) PROFIT SHARING PLAN 2019 830444771 2020-01-07 CONCIERGE TAX SERVICES, LLC 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541213
Sponsor’s telephone number 2037677197
Plan sponsor’s address 2 CORPORATE DR STE 948, SHELTON, CT, 064846246
CONCIERGE TAX SERVICES 401(K) PROFIT SHARING PLAN 2018 830444771 2019-01-03 CONCIERGE TAX SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541213
Sponsor’s telephone number 2037677197
Plan sponsor’s address 2 CORPORATE DR STE 948, SHELTON, CT, 064846246
CONCIERGE TAX SERVICES 401(K) PROFIT SHARING PLAN 2017 830444771 2018-01-05 CONCIERGE TAX SERVICES, LLC 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-01
Business code 541213
Sponsor’s telephone number 2037677197
Plan sponsor’s address 2 CORPORATE DR STE 948, SHELTON, CT, 064846246

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
ROBERT A. GAMBARDELLA Agent 79 Soundview Ave, Shelton, CT, 06484-2751, United States PO Box 2625, SHELTON, CT, 06484, United States +1 203-767-7197 robert@conciergetax.com 79 SOUNDVIEW AVENUE, SHELTON, CT, 06484, United States

Officer

Name Role Business address Residence address
ROBERT A. GAMBARDELLA CPA Officer 2 CORPORATE DRIVE, SUITE 948, SHELTON, CT, 06484, United States 79 SOUNDVIEW AVENUE, CT, SHELTON, CT, 06484, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012147537 2024-01-17 No data Annual Report Annual Report No data
BF-0011171427 2023-01-16 No data Annual Report Annual Report No data
BF-0010369053 2022-03-03 No data Annual Report Annual Report 2022
0007089793 2021-01-30 No data Annual Report Annual Report 2021
0006768596 2020-02-21 No data Annual Report Annual Report 2020
0006345421 2019-01-30 No data Annual Report Annual Report 2019
0006003263 2018-01-12 No data Annual Report Annual Report 2018
0005734977 2017-01-11 No data Annual Report Annual Report 2017
0005499421 2016-03-03 No data Annual Report Annual Report 2016
0005240581 2014-12-23 No data Annual Report Annual Report 2015

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website