Projects

Every unit of client work, with the person who currently holds it and the hours left on the budget.

View
ListBoardCalendar
Group by
Due date
NoneDue dateClientDepartmentCurrent holderPhase
Sort
Due date
Due dateClientHours left
Department
All departments
All departmentsTaxAuditCAS
Current holder
Any holder
Any holdernobodyAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
Client
Marisol and Dean Hartley
All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationSST — internal
Form
All forms
All formsAUP report to the dioceseData Collection Form SF-SACForm 1040Form 5500Form 8955-SSAForm 941Form 990Form 990-PFNJ-1040PA-3 sales and use tax · MarchPA-40

1 project · 2.0 h left · 0 waiting for a holder

FiltersClient: Marisol and Dean Hartley

Next week · from Monday 13 April

1
2025 individual return

Marisol and Dean Hartley · NJ-1040 · due 15 Apr 2026

Tax·NJ-1040 · due 15 Apr 2026·Detail review (5/7)·Colin Berg·23.0 h·2.0 h·16.0 h