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

Later · April 2026

Q1 2026 close and filings

Rowan Street Bakery · PA-3 sales and use tax · March · due 20 Apr 2026

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

Monthly accounting · September and October

Wayfarer Missions · Form 941 · due 30 Apr 2026

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 April

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

Later · May 2026

FY2025 foundation audit

Beckett Family Foundation · Form 990-PF · due 15 May 2026

Audit·Form 990-PF · due 15 May 2026·Fieldwork (2/5)·Jonah Reyes·35.5 h·26.0 h·49.0 h

FY2025 nonprofit audit

Harbor Light Community Services · Form 990 · due 15 May 2026

Audit·Form 990 · due 15 May 2026·Planning (1/8)·Dana Park·0.0 h·122.0 h·122.0 h

FY2025 school audit

Trellis Academy · Form 990 · due 15 May 2026

Audit·Form 990 · due 15 May 2026·Fieldwork (2/5)·Dana Park·59.0 h·28.0 h·79.0 h

Later · June 2026

FY2025 agreed-upon procedures

Wexford Diocese Schools · AUP report to the diocese · due 15 Jun 2026

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 2026

FY2025 401(k) plan audit

Brighton Dental Partners · Form 5500 · due 31 Jul 2026

Audit·Form 5500 · due 31 Jul 2026·Fieldwork (2/5)·Priya Shah·68.0 h·12.0 h·64.0 h

Later · September 2026

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

Notifications