Form Texas Wellness Consulting LLC
Budget: $30 – $250 USD
I’m ready to formalise a two-member wellness-consulting practice as a Texas LLC and need an experienced professional to handle the formation from start to finish.
Scope
• Prepare and file the Certificate of Formation with the Texas Secretary of State.
• Draft a clear, two-owner Operating Agreement covering ownership percentages, management rights, profit distribution, and succession clauses.
• Secure the EIN with the IRS and deliver confirmation.
• Provide any required Texas Franchise Tax and state licensing registrations relevant to a consulting firm.
• Supply step-by-step post-formation guidance (initial meeting minutes, annual report reminders, compliance calendar).
Acceptance Criteria
1. State filing shows “Active” status in the Texas SOS system.
2. Executed Operating Agreement reflects both owners’ names and agreed equity split.
3. EIN letter is issued and editable source copies of all documents are delivered.
4. A concise checklist outlines ongoing compliance tasks for a Texas LLC in the wellness-consulting space.
If you can also advise on optional items such as DBA registration, professional liability insurance, or future multistate expansion, let me know in your proposal—though the core deliverable remains the completed, compliant LLC package above.
Scope
• Prepare and file the Certificate of Formation with the Texas Secretary of State.
• Draft a clear, two-owner Operating Agreement covering ownership percentages, management rights, profit distribution, and succession clauses.
• Secure the EIN with the IRS and deliver confirmation.
• Provide any required Texas Franchise Tax and state licensing registrations relevant to a consulting firm.
• Supply step-by-step post-formation guidance (initial meeting minutes, annual report reminders, compliance calendar).
Acceptance Criteria
1. State filing shows “Active” status in the Texas SOS system.
2. Executed Operating Agreement reflects both owners’ names and agreed equity split.
3. EIN letter is issued and editable source copies of all documents are delivered.
4. A concise checklist outlines ongoing compliance tasks for a Texas LLC in the wellness-consulting space.
If you can also advise on optional items such as DBA registration, professional liability insurance, or future multistate expansion, let me know in your proposal—though the core deliverable remains the completed, compliant LLC package above.