Documents
On file (10)
Bluefin Consulting LLC (3)
| Date | Document | Category | Status | Year |
|---|---|---|---|---|
| 2023-02-10 | operating agreement opendetailsFictional sample document. bluefin-consulting/governing-documents/2023-02-10--operating-agreement--executed.pdf |
governing documents | executed | unknown |
| 2024 | form 1120s opendetailsFictional sample return. bluefin-consulting/tax-returns/2024--form-1120s--as-filed.pdf |
tax returns | as filed | 2024 |
| 2025 | w2 alex harper opendetailsFictional sample W-2. bluefin-consulting/w2/2025--w2-alex-harper--final.pdf |
w2 | final | 2025 |
Bluefin Solo 401(k) Trust (2)
| Date | Document | Category | Status | Year |
|---|---|---|---|---|
| 2025-03-01 | participant loan 30000 agreement opendetailsFictional sample loan agreement. bluefin-trust/loans/2025-03-01--participant-loan-30000-agreement--executed.pdf |
loans | executed | unknown |
| 2024-01-15 | adoption agreement opendetailsFictional sample document. bluefin-trust/plan-documents/2024-01-15--adoption-agreement--executed.pdf |
plan documents | executed | unknown |
Household / Personal (2)
| Date | Document | Category | Status | Year |
|---|---|---|---|---|
| 2024 | form 1040 opendetailsFictional sample return. harper-household/tax-returns/2024--form-1040--as-filed.pdf |
tax returns | as filed | 2024 |
| 2025 | 1098 mortgage interest opendetailsFictional sample 1098. harper-household/tax-support/2025--1098-mortgage-interest--final.pdf |
tax support | final | 2025 |
742 Evergreen Ave LLC (2)
| Date | Document | Category | Status | Year |
|---|---|---|---|---|
| 2025 | 1099 int bank opendetailsFictional sample 1099-INT. 742-evergreen/1099/2025--1099-int-bank--final.pdf |
1099 | final | 2025 |
| 2024-06-20 | warranty deed opendetailsFictional sample deed. 742-evergreen/property-records/2024-06-20--warranty-deed--as-filed.pdf |
property records | as filed | 2024 |
Harbor Lights Media LLC (1)
| Date | Document | Category | Status | Year |
|---|---|---|---|---|
| 2025 | k1 to bluefin consulting opendetailsFictional sample K-1. harbor-lights/k1/2025--k1-to-bluefin-consulting--final.pdf |
k1 | final | 2025 |
Naming system: company / category / date--description--status. In the real system, any file dropped into a local inbox folder gets read, renamed under this scheme, mirrored locally, uploaded here, and wired into the records automatically.
Still missing — the paperwork shopping list
Companies with no operating agreement / governing papers on file:
missing Bluefin Solo 401(k) Trust
missing 742 Evergreen Ave LLC
missing Harbor Lights Media LLC
missing Sandpiper Ventures LLC
missing Lighthouse Health Group LLC
get 742 Evergreen — fully executed operating agreement
The scanned copy is missing a signature page; the buy-sell clause is unenforceable until the complete original surfaces.
get Sandpiper Ventures — first-year K-1
The personal return cannot be finished without it; extension runs to October 15.
get Gulfstream Bank — corrected 1099-INT
Issued under the wrong taxpayer ID; the bank has acknowledged the error in writing.
Account & bookkeeping connections
connected Harbor Bank — business & trust accounts
Connected. Monthly statements pulled and filed automatically.
connected Vanguard — trust brokerage
Connected. Quarterly statements filed.
needs you Gulfstream Bank — rental operating account
NOT connected — needs the owner to log in once.
Value states:
plain text = known
unverified = working value, not confirmed
unknown = not in the record
Grey is not green.