Consultation Intake form:

1. Have you completed your Status Correction paperwork?
No Yes

2. Do you have your SPC filing (UCC) complete?
No Yes

3. Do you have your Trust or Estate set up properly (with documents signed)?
No Yes

4. Do you have your EIN(s) assigned to your Trust(s)?
No Yes

5. Do you have your private bank account or repository open?
No Yes

6. Do you have your records organized (paperwork, templates, notices)?
No Yes

7. Are you familiar with using 1099-A/1099-OID processes and lawful notices?
No Yes

Check My Readiness