Good afternoon, Kathy
11 open engagements · 63 open tasks · 17.5 hrs in WIP ($2,595.00)
3
Received – not started
2
Waiting on client
1
Info back – not updated
1
Needs reviewed
1
Draft return sent
2
E-file pending approval
1
Extended
2
Complete (current years)
Upcoming deadlines
All deadlines →| 1120S 2025 Hilltop Landscaping, Inc. | Waiting on client | Mar 16, 2026 128 days overdue |
| 941 Q2 2026 Dr. Priya Raman DDS PC | E-file pending approval | Jul 31, 2026 9 days left |
| 941 Q2 2026 Grace Community Church | Received – not started | Jul 31, 2026 9 days left |
| 1065 2025 Cedar Ridge Rentals LLC | Waiting on client | Sep 15, 2026 55 days left |
| 1120S 2025 Dr. Priya Raman DDS PC | Needs reviewed | Sep 15, 2026 55 days left |
| 1120S 2025 Bluebird Bakery, Inc. | Draft return sent | Sep 15, 2026 55 days left |
Open tasks
Double-check officer comp vs. payroll W-2s 1120S 2025 · Dr. Priya Raman DDS PC | Kathy Jul 23, 2026 |
Call Marcus about property #6 refinance docs 1065 2025 · Cedar Ridge Rentals LLC | Kathy Jul 24, 2026 |
Request prior-year return from previous CPA 1120S 2025 (new client) · Riverbend Physical Therapy LLC | Megan Jul 27, 2026 |
Send organizer / request documents 1040 2025 (Trust year) · Kowalski Family Trust | Kathy |
Prepare return 1040 2025 (Trust year) · Kowalski Family Trust | Kathy |
Review return 1040 2025 (Trust year) · Kowalski Family Trust | Kathy |
Send draft to client 1040 2025 (Trust year) · Kowalski Family Trust | Kathy |
Collect e-file authorization (8879) 1040 2025 (Trust year) · Kowalski Family Trust | Kathy |
Recent activity
1120S 2025 (Dr. Raman) moved to Needs reviewedJul 20 · Megan
Engagement letter sent to Riverbend PT (new client)Jul 20 · Kathy
1065 2025 (Marlowe & Finch) transmitted to IRSJul 19 · Kathy
Susan Park uploaded corrected 1099s via portalJul 19 · portal