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All departments Tax Audit CAS

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Priya Shah

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Trellis Academy

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation SST — internal

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All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wexford Diocese Schools · FY2025 agreed-upon procedures

1 task · 1 open · 0 complete

FiltersAssignee: Priya Shah Client: Trellis Academy

Task	Client · project	Department	Due	Assignee	Status	Action
Cash and investmentsOpen project	Trellis AcademyFY2025 school audit	Audit	13 Apr 2026	Priya Shah	open