Projects

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

View

List Board Calendar

Group by

None Due date Client Department Current holder Phase

Sort

Due date Client Hours left

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

9 projects · 364.3 h left · 0 waiting for a holder

Client · project	Department	Form or period	Phase	Current holder	Actual hours	Hours left	Planned	Action
Later · April 20262 items
Rowan Street BakeryQ1 2026 close and filings	CAS	PA-3 sales and use tax · March · due 20 Apr 2026	March close (3/4)	Hallie Grant	41.5 h	2.5 h	43.0 h
Wayfarer MissionsMonthly accounting · September and October	CAS	Form 941 · due 30 Apr 2026	Daily Weekly (1/6)	Owen Castille	0.0 h	140.8 h	140.8 h
Next week · from Monday 13 April1 item
Marisol and Dean Hartley2025 individual return	Tax	NJ-1040 · due 15 Apr 2026	Detail review (5/7)	Colin Berg	23.0 h	2.0 h	16.0 h
Later · May 20263 items
Beckett Family FoundationFY2025 foundation audit	Audit	Form 990-PF · due 15 May 2026	Fieldwork (2/5)	Jonah Reyes	35.5 h	26.0 h	49.0 h
Harbor Light Community ServicesFY2025 nonprofit audit	Audit	Form 990 · due 15 May 2026	Planning (1/8)	Dana Park	0.0 h	122.0 h	122.0 h
Trellis AcademyFY2025 school audit	Audit	Form 990 · due 15 May 2026	Fieldwork (2/5)	Dana Park	59.0 h	28.0 h	79.0 h
Later · June 20261 item
Wexford Diocese SchoolsFY2025 agreed-upon procedures	Audit	AUP report to the diocese · due 15 Jun 2026	Report drafting (3/5)	Dana Park	33.5 h	13.0 h	37.0 h
Later · July 20261 item
Brighton Dental PartnersFY2025 401(k) plan audit	Audit	Form 5500 · due 31 Jul 2026	Fieldwork (2/5)	Priya Shah	68.0 h	12.0 h	64.0 h
Later · September 20261 item
Calloway Ridge Partners2025 partnership return	Tax	Form 1065 · due 15 Sept 2026	Preparation (2/5)	Alina Roth	0.0 h	18.0 h	18.0 h