1 About your year2 Documents3 Review
Good morning, Daniel.
A few questions, then a checklist made for your return.
How are you filing this year?
Where did your income come from?
Anything new this year?
Your checklist
0 of 41 of 42 of 43 of 44 of 4- W-2Wages from your employerNeededW-2_2025.pdfReceived
- 1098Mortgage interest statementNeeded1098_mortgage.pdfReceived
- IDDriver’s license, front and backNeededReceived
- 1099-DIVDividends from your brokerageNeeded1099-DIV.pdfReceived
All in. Your file is complete. Priya will start on your return this week.
Ferris & LoweOne form left for your return: the 1099-DIV from your brokerage. Upload it here when it arrives.9:00 AM
Clients
2025 tax season
All 48Not started 6Waiting 17Complete 2526
ClientIntakeMissingLast reminderStatus
Daniel OkaforJoint return3 of 44 of 41099-DIVNoneToday 9:00WaitingComplete
Grace and Min ParkJoint return2 of 5W-2, 1098-TYesterdayWaiting
Luis OrtegaSingle4 of 4NoneNoneComplete
Sam AdeyemiSelf-employed1 of 63 formsMon 9:00Waiting
Hannah WeissSingle0 of 3Not startedInvite sentNot started
Daniel Okafor’s file is complete. Ready for preparation.
A client’s tax year comes together, then the firm’s view. Sample data.
