Projects

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

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Any holdernobodyAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
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All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationSST — internal
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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

6 projects · 83.5 h left · 0 waiting for a holder

Client · projectDepartmentForm or periodPhaseCurrent holderActual hoursHours leftPlannedAction
Audit4 items
Beckett Family FoundationFY2025 foundation auditAuditForm 990-PF · due 15 May 2026Fieldwork (2/5)Jonah Reyes35.5 h26.0 h49.0 h
Trellis AcademyFY2025 school auditAuditForm 990 · due 15 May 2026Fieldwork (2/5)Dana Park59.0 h28.0 h79.0 h
Wexford Diocese SchoolsFY2025 agreed-upon proceduresAuditAUP report to the diocese · due 15 Jun 2026Report drafting (3/5)Dana Park33.5 h13.0 h37.0 h
Brighton Dental PartnersFY2025 401(k) plan auditAuditForm 5500 · due 31 Jul 2026Fieldwork (2/5)Priya Shah68.0 h12.0 h64.0 h
CAS1 item
Rowan Street BakeryQ1 2026 close and filingsCASPA-3 sales and use tax · March · due 20 Apr 2026March close (3/4)Hallie Grant41.5 h2.5 h43.0 h
Tax1 item
Marisol and Dean Hartley2025 individual returnTaxNJ-1040 · due 15 Apr 2026Detail review (5/7)Colin Berg23.0 h2.0 h16.0 h