Overview · Live Board

HITL task · HITL-BIZ-002

Review S-corp rules and filing direction

blocked P0   Owner: Paul · Reviewer: Paul · waiting on Mark's initial S-corp plan (HITL-BIZ-001)

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

Review the drafted S-corp plan (from HITL-BIZ-001): structure, share split, election timing, and language — then approve the direction or return it with changes before any filing.

Details

  • Confirm entity type / state choice fits the partners' goals.
  • Sanity-check the S-corp election and tax implications (with a CPA if needed).
  • Confirm ownership/contribution language before it becomes binding.
  • Decide: approve to proceed to filing, or return with specific changes.

Acceptance (done when)

Review notes recorded; the plan is either approved to proceed or returned with changes.

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.

Loading…

Notes

Blocked until HITL-BIZ-001 is submitted. Not legal/tax advice — use professional review.