Projects

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

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Department

All departments Tax Audit CAS

Current holder

Any holder nobody Avery Morgan Eirene Vasquez Dana Park Priya Shah Jonah Reyes Sana Ellis Milo Renard Frances Okoye Iris Whelan Colin Berg Maren Lowe Tessa Nunn Alina Roth Bram Odell Nadia Beaumont Dov Halloran Owen Castille Hallie Grant Theo Marsh June Sowande Wren Halliday

Client

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation Calloway Ridge Partners Harbor Light Community Services Wayfarer Missions SST — internal

Form

All forms AUP report to the diocese Data Collection Form SF-SAC Form 1040 Form 1065 Form 5500 Form 8955-SSA Form 941 Form 990 Form 990-PF NJ-1040 PA-3 sales and use tax · March PA-40

2 projects · 20.0 h left · 0 waiting for a holder

FiltersDepartment: Tax

Preparation

1

2025 partnership return

Calloway Ridge Partners · Form 1065 · due 15 Sept 2026

Tax·Form 1065 · due 15 Sept 2026·Preparation (2/5)·Alina Roth·0.0 h·18.0 h·18.0 h

Detail review

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