DJ Tax & Finance visitor@demodemo
Demo environment: every person, company, dollar figure, and document on this site is fictional — sample data showing what the system does. Read-only.

Bluefin Consulting LLC E-001

Entity type
llc
Tax classification
s_corp
Formation state
FL
Formation date
2023-02-10
EIN
not set
Return form
1120S
Accounting system
unknown
Active
yes
Role
Main operating company. Healthcare-IT consulting; Alex 100%. S corporation.
Notes
Demo entity. Runs payroll for both spouses; sponsors the solo 401(k).

Owners

OwnerPercentInterestAcquiredInitial basisDQ personNotes
Alex T. Harper 100%membership2023-02-10 unknown not confirmed Sole member.

Interests held by this entity

InPercentAcquiredInitial basisNotes
Harbor Lights Media LLC 49%2022-08-01unknown Bluefin holds 49% of Harbor Lights.

Governing documents

operating_agreement reviewed
Effective / executed
2023-02-10 / 2023-02-10
Formation date stated
unknown
Management
member_managed — manager Alex T. Harper
Control
Alex T. Harper at 100%; consent rights effective: unknown
Economics
unknown; tax distributions none; dilution on non-participation: no
Fiduciary duties waived
unknown
Plan exposure
none
Drafting defects
Notes
Fictional sample.

Accounts

InstitutionNicknameTypeLast 4
Harbor BankBluefin operating checking checking2201

Risks

IDSeverityRiskStatus
RISK-003mediumReasonable compensation documentationopen

Open items

IDPItemTarget
OI-002P1Finish the 1120-S with the September books2026-09-15
Value states: plain text = known unverified = working value, not confirmed unknown = not in the record Grey is not green.