About
A three-part walkthrough and technical support program delivered over Zoom and live chat. Members complete the work themselves; we provide step-by-step software navigation, document review, and procedural guidance. Members must complete 70% or more of the steps to receive a certificate of completion. Live chat is reserved for enrolled members. Part 1 — Business Setup & Banking: Registering a sole proprietorship (assumed name) and DBA / fictitious name at the state level; opening a sole-proprietor commercial bank account through standard banking channels; applying for secured and unsecured commercial lines of credit; educational overview of IRS information returns (1099 series, including 1099-B); standard ACH and EFT concepts. This portion is educational and procedural — members open accounts and apply for credit through normal channels in their own name. We do not assist with credit applications and do not handle banking credentials. Part 2 — Power of Attorney: Executing a State General Durable Power of Attorney (GDPA); preparing and filing IRS Form 2848 (Power of Attorney and Declaration of Representative); understanding the relationship between a GDPA and Form 2848; preparing and filing IRS Form 56 (Notice Concerning Fiduciary Relationship) where appropriate for a trust; maintaining proper copies and records. Part 3 — Revocable Living Trust: Drafting a revocable living trust certificate; executing the trust on the county record; walking through IRS-approved e-filing software for Form 1041 and Form 1040; reading IRS tax transcripts; communicating with the IRS in writing regarding a trust filing; awaiting any legitimate refund based on accurately reported figures; retitling tangible assets into the trust; recordkeeping practices. This program is a software walkthrough and tech support service. It is educational. Members do all their own filings using their own real, substantiated information. We do not file on behalf of members, do not provide legal or tax advic
You can also join this program via the mobile app. Go to the app