HITL task · HITL-BIZ-001

Draft initial S-corp filing plan

waiting P0   Owner: Mark Hilleary · Reviewer: Paul · waiting on Mark Hilleary

Gate: A7 S-corp formed and signed: filing plan reviewed (HITL-BIZ-001/002), entity filed, S-election made.
Requirements: REQ-HITL-001 REQ-BIZ-001
Updated: 2026-06-19

The ask

Draft the initial S-corp formation/filing plan for TriuneAmigos so Paul can review the structure and language before anything is filed. Upload the draft here and submit it for review.

Details

  • Recommended entity structure and state of formation, with rationale.
  • Ownership / share split assumptions (for partner discussion — not final).
  • S-corp election (IRS Form 2553) timing and eligibility considerations.
  • Registered agent, EIN, and key filing steps + estimated costs/dates.
  • Open questions for Paul / outside professional input.

Acceptance (done when)

A written plan is uploaded and submitted for review; Paul has the language to review before any filing decision.

Upload & review

Upload your file (it attaches here, moves the task to review, and is logged), or review + set status with a reason. Sign in via Cloudflare Access.

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Notes

This tracker records work and evidence; it is not legal or tax advice. Get professional review before filing.