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THE ROBERTS TAX GROUP INC

Company Details

Entity Name: THE ROBERTS TAX GROUP INC
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 19 Sep 2017
Business ALEI: 1250292
Annual report due: 19 Sep 2025
NAICS code: 541213 - Tax Preparation Services
Business address: 49 MAIN STREET SUITE 2, TORRINGTON, CT, 06790, United States
Mailing address: PO BOX 838 49 MAIN ST, SUITE 2, TORRINGTON, CT, United States, 06790
ZIP code: 06790
County: Litchfield
Place of Formation: CONNECTICUT
Total authorized shares: 100
E-Mail: kroberts@rtg.tax

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
THE ROBERTS TAX GROUP, INC. 401K PLAN 2022 822826658 2024-02-14 THE ROBERTS TAX GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541211
Sponsor’s telephone number 8602834847
Plan sponsor’s address P.O. BOX 838, TORRINGTON, CT, 06790
THE ROBERTS TAX GROUP, INC. 401K PLAN 2021 822826658 2022-10-17 THE ROBERTS TAX GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541211
Sponsor’s telephone number 8602834847
Plan sponsor’s address P.O. BOX 838, TORRINGTON, CT, 06790
THE ROBERTS TAX GROUP, INC. 401K PLAN 2020 822826658 2021-10-08 THE ROBERTS TAX GROUP, INC. 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541211
Sponsor’s telephone number 8602834847
Plan sponsor’s address P.O. BOX 838, TORRINGTON, CT, 06790
THE ROBERTS TAX GROUP, INC. 401K PLAN 2019 822826658 2020-10-14 THE ROBERTS TAX GROUP, INC. 3
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2019-01-01
Business code 541211
Sponsor’s telephone number 8602834847
Plan sponsor’s address P.O. BOX 838, TORRINGTON, CT, 06790

Agent

Name Role Business address Mailing address Phone E-Mail Residence address
KRISTIN ROBERTS Agent 49 MAIN ST, STE 2, TORRINGTON, CT, 06790, United States 49 MAIN ST, 49 MAIN ST., SUITE 2, TORRINGTON, CT, 06790, United States +1 860-605-5410 kroberts@rtg.tax CONNECTICUT, 151 Newfield Rd, PO Box 65, Winchester Center, CT, 06094, United States

Officer

Name Role Business address Phone E-Mail Residence address
BRETT WALD Officer 49 MAIN STREET, SUITE 2, TORRINGTON, CT, 06790, United States No data No data 220 WHITE OAK WAY, TORRINGTON, CT, 06790, United States
KRISTIN ROBERTS Officer 49 MAIN STREET, SUITE 2, TORRINGTON, CT, 06790, United States +1 860-605-5410 kroberts@rtg.tax CONNECTICUT, 151 Newfield Rd, PO Box 65, Winchester Center, CT, 06094, United States

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012111514 2024-08-20 No data Annual Report Annual Report No data
BF-0011336152 2023-08-23 No data Annual Report Annual Report No data
BF-0010380417 2022-08-22 No data Annual Report Annual Report 2022
BF-0009813728 2021-09-20 No data Annual Report Annual Report No data
0006972331 2020-09-03 No data Annual Report Annual Report 2020
0006660607 2019-10-15 No data Annual Report Annual Report 2019
0006240139 2018-08-30 2018-08-30 First Report Organization and First Report No data
0005931370 2017-09-19 2017-09-19 Business Formation Certificate of Incorporation No data

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website