| Brittany & Darnell Cheeks |
2024 |
Ready |
Fed Refund - $9103
State Refund - $864
Toledo Balance Due - $205 |
Assigned to Natasha.
MFJ OR MFS whichever is better. |
| Brittany & Darnell Cheeks |
2025 |
Ready |
Fed Balance Due - $8870
State Refund - $1300
Toledo - $0 |
Assigned to Natasha.
MFJ or MFS whichever is better. |
| Ilink Real Estate |
2025 |
Ready |
|
Out for signatures and payment. |
| Brittany Cheeks |
2023 |
Ready |
Fed Refund - $2136
State Refund - $338 |
Assigned to Natasha.
She is going to be filing MFS. Check the encyro system for her husband's information. |
| Rakesh Chetal |
2025 |
Ready |
Federal Refund = $4874
Ohio Refund = $1584
Toledo = $0 |
Need signatures and invoice payment. |
| Eric Valentine & Shreya Swarup |
2025 |
Awaiting info |
|
Income statement from Blossomdale Jewlery is mathematically incorrect! |
| Jeffrey & Susan Javer |
2025 |
Awaiting info |
Fed refund $1,686; OH refund $528 (preliminary) |
Missing SSA-1099 + updated ID for Jeffrey. |
| Kindle Vanwormer |
2025 |
Awaiting info |
|
Return has been amended. We need to verify if the $10,859 of tax from the original tax return has been paid. This amount will need to be adjusted on the amended return before completion. |
| Hamza Ghanim |
2024 |
In progress |
IRS CP22A: $14,311.75 due (disputed) |
Missing W-2s from FedEx, Manpower of Toledo. |
| Deborah Roop |
2024 |
Ready |
Fed balance due $1,529; OH $0 |
No phone/email on file; MFS from spouse Scott Roop; wait for her to re-initiate contact. |
| Frank Martinez & Tiffany Wills |
2025 |
Awaiting info |
Unknown — P&L expense detail insufficient |
Client to gather documentation; ~3 months no response. |
| Eric Valentine & Shreya Swarup |
2025 |
Awaiting info |
Federal Refund = $7582
Ohio Refund = $298 |
New IDs needed both spouses; missing P&Ls for Shreya's businesses. |
| Todd Ovall |
2021-2025 |
In progress |
Unknown, all years |
2021/22 MFS, need expenses + spouse SSN. 2023-25 missing W-2s + expenses. |
| Lucas Burridge |
2025 |
Ready |
W-2 received and reconciled |
Signature requested; invoice generated. |
| Robin Gates Turner |
2023, 2024, 2025 |
In progress |
2025 fed BD $786/OH ref $219. 2024 amended: fed BD $3,753/OH ref $39. 2023 unknown. |
Updated ID needed; prepare 2023, then file 1040-X and 2025. |
| Bridget & Willard Guyton |
2025 |
Awaiting info |
Fed BD $1,030; OH BD $357 (preliminary) |
Updated ID for Bridget + resolve education expense question. |
| Kimberly Jones |
2024 |
Awaiting info |
2025 complete & paid (closed). 2024 unknown. |
2 missing W-2s per transcript; no 2024 return ever filed. |
| Michael DeCola |
2025 |
Ready |
Fed ref $227; MI BD $6,073; OH ref $232; IN BD $6,053 |
Awaiting client confirmation of gambling loss figures. |
| Rita Herhold (verify spelling) |
2021, 2022, 2025 in file |
In progress |
All years unknown |
Pull IRS transcripts 2021-2025 before any prep. 2022 refund window urgent. |
| Aubrey Davis |
2025 |
In progress |
W-2s under filing threshold; possible small EITC |
Missing SSN, phone, ID; client unresponsive. |
| Jodey & Janine Thomas |
2024 |
In progress |
Not computable — multiple issues |
J9 income missing; MEJT flip gain/loss undetermined; possible dependents. |
| Nathan & Theresa Weidner |
2025 (new client) |
New client |
Prepared by prior firm (Verde Capital) |
Verify RITA Holland non-requirement, missing Toledo Sch C income. |
| Bailey Family Property Management LLC |
2025 (new client, 1065) |
New client |
Prior firm prepared; Form 3115 filed |
Missing depreciation schedule; placed-in-service date conflict. |
| Tim & Sheri Ankenbrandt |
2023, 2024 |
Ready |
2023 fed ref $3,445/OH ref $527. 2024 fed ref $4,268/OH ref $499/$0 Maumee |
2023 signed, awaiting payment. 2024 out for signature. |
| Tyler Benore |
2023, 2024, 2025 |
In progress |
2023 IRS balance $10,021.30 (referred out). 2024/2025 preliminary. |
Toledo vs. Sylvania residency unresolved; zero expenses on SE income both years. |
| James Bankston |
2024, 2025 |
Ready |
2024 fed ref $1,360/OH ref $445. 2025 fed ref $961/OH ref $348 |
Both years ready for signature. |
| Sarah Oden |
2024, 2025 |
In progress |
2025 draft fed BD $10,485; OH $0. 2024 unknown. |
2025 on hold — cannot complete without 2024; no 2024 info ever received. |
| Prem & Madhu Chetal |
2024 (final joint return) |
In progress |
Unknown — 3 missing items + related K-1s |
Missing Prem's 1099-R, SSA-1099, brokerage statements. |
| Scott Roop |
2024, 2025 |
In progress |
Unknown — not computable without P&L |
Business P&L needed; confidentiality wall re: spouse Deborah. |
| Jeffrey & Amalia Gibson |
2025 |
Awaiting info |
Fed BD $3,015; OH refund $231 |
Invoice ($292) to generate; signatures + payment needed. |
| Timothy Roth |
2024 (amendment) |
Awaiting info |
Original filed; amended result pending |
Need actual 1099-INT; check for other missing forms. |
| Maverick & Miller Heating & Cooling LLC |
2025 (+2024 reconciliation) |
In progress |
Not computable — depreciation & balance sheet unresolved |
Vehicles misclassified 7-yr vs 5-yr; missing Stmt #22 from 2024 1120-S. |
| Sundeep & Nitisha Mutgi |
2024, 2025 (amendments) |
In progress |
2025 computed: fed BD $9,667; OH ref +$277. 2024 unresolved. |
FILE ON HOLD — client dispute; awaiting E&O claims rep. |
| Jorge & Rosa Zapata |
2025 |
In progress |
Unknown — vending machine business not computable |
Missing Rosa's SSN, both IDs, dependent info; 1099-K needs support. |