Flows
Step-by-step guidance for common obligations
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business
Annual Tax Filing
Complete tax compliance flow for self-employed individuals: from business setup through annual filing and quarterly payments.
Trigger: calendar_year_end
✓ IRS
reviewed by Wherewithal Ventures
curated by Wherewithal Ventures
Annual Tax Filing
File your tax return according to your business structure
Trigger: calendar_year_end
✓ IRS
reviewed by Wherewithal Ventures
curated by Wherewithal Ventures
Business Deductions & Expenses
Track and deduct eligible business expenses to reduce taxable income
Trigger: fiscal_year_start
✓ IRS
reviewed by Wherewithal Ventures
curated by Wherewithal Ventures
Business Setup
Steps to establish a new business entity with the IRS
Trigger: started_business
✓ IRS
reviewed by Wherewithal Ventures
curated by Wherewithal Ventures
Business Structure & Tax Return Setup
Choose your business structure and file your first tax return
Trigger: started_business
✓ IRS
reviewed by Wherewithal Ventures
curated by Wherewithal Ventures
Contractor & Employee Management
Properly classify and manage contractor and employee relationships
Trigger: hire_contractor
✓ IRS
reviewed by Wherewithal Ventures
curated by Wherewithal Ventures
Employee vs Contractor Assessment
Evaluate and document worker classification status to ensure compliance
Trigger: hire_worker
✓ IRS
reviewed by Wherewithal Ventures
curated by Wherewithal Ventures
Home Office Deduction Setup
Establish and document home office space for tax deduction
Trigger: work_from_home
✓ IRS
reviewed by Wherewithal Ventures
curated by Wherewithal Ventures
LLC Tax Classification
Understanding and electing your LLC tax treatment
Trigger: form_llc
✓ IRS
reviewed by Wherewithal Ventures
curated by Wherewithal Ventures
Lord Farquaad SDIRA LLC Reinstatement
Complete workflow to reinstate the administratively dissolved Lord Farquaad SDIRA LLC with WA Secretary of State. Required before any property transfers or funding deposits.
Trigger: entity_status_change
Quarterly Payment Schedule
Stay current with quarterly estimated tax payments throughout the year
Trigger: start_of_quarter
✓ IRS
reviewed by Wherewithal Ventures
curated by Wherewithal Ventures
Record Keeping & Documentation
Maintain organized records for business income, expenses, and tax compliance
Trigger: start_of_business
✓ IRS
reviewed by Wherewithal Ventures
curated by Wherewithal Ventures
Self-Employment Tax Flow
Complete tax compliance flow for self-employed individuals: from business setup through annual filing and quarterly payments.
Trigger: started_business
Tax Planning & Optimization
Strategic tax planning to minimize self-employment tax liability
Trigger: mid_year_review
✓ IRS
reviewed by Wherewithal Ventures
curated by Wherewithal Ventures
Washington State Employer Quarterly Filing
Complete quarterly filing flow for WA employers: business registration, account setup, per-quarter data collection, and filing/payment of the UI tax & wage report and the combined Paid Leave + WA Cares report.
Trigger: hired_first_wa_employee
Washington State SharedWork Enrollment
Enrollment and maintenance flow for WA employers applying to SharedWork: eligibility screening, application, employee notification, ongoing hours tracking, quarterly reporting, and annual renewal or closure.
Trigger: considering_hours_reduction
property
SDIRA Real Estate Management
Annual compliance and operations checklist for 105 Stepping Stone, Irvine CA — held through Lord Farquaad SDIRA LLC inside Denny Lord's Horizon Trust SDIRA.
Trigger: acquired_property
✓ IRS / Horizon Trust
reviewed by Wherewithal Ventures
curated by Wherewithal Ventures
account
Expedia 401(k) Rollover to Schwab
Complete direct trustee-to-trustee rollover workflow: transfer Expedia 401(k) from Fidelity to Schwab Rollover IRA, verify pro-rata compliance, and document for tax reporting.
Trigger: account_closed
Irvine Property Funding Deposit Workflow
Complete workflow to deposit funds from Titan SDIRA account into Horizon Trust custodian for the Irvine property investment. Prerequisite: Lord Farquaad SDIRA LLC must be reinstated.
Trigger: funding_needed