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

3 projects · 163.0 h left · 0 waiting for a holder

FiltersCurrent holder: Dana Park

Planning

1

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

Fieldwork

1

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

Report drafting

1

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