| Colton Rader |
2025 |
Ready |
Fed refund $3,732; OH refund $185; RITA BD $1,550 |
Signature sent; awaiting client ID verification via Encyro. |
| 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. |
| Benjamin Howard |
2023 (2024/25 pending) |
Ready |
2023: IRS refund; Toledo BD (paper-file only) |
Need direct deposit info; also awaiting 2024 & 2025 info. Spoke with client. Hew is out of town and will call to schedule next week when he is back. |
| Lucas Burridge |
2025 |
Ready |
W-2 received and reconciled |
Signature requested; invoice generated. |
| Melissa & Jason Call |
2023 (amendment) |
Awaiting info |
Federal matches system; OH return located |
Verify original return before finalizing amendment (1099-R, IRA ded., carryforwards). |
| John Lauth |
2025 |
Ready |
Federal Refund $690
Ohio Refund $120 |
Direct Deposit information needed. Signatures are rquired. Payment on invoice needed. |
| The Lauth Irrevocable Heritage Trust |
2025 |
Ready |
Federal balance due $1,843, State of Ohio Balance due of $125 |
We need routing and account number if the client wants to have ACH payment. Return needs signed and payment needs to be received. |
| Jeffrey & Susan Javer |
2025 |
Awaiting info |
Fed refund $1,686; OH refund $528 (preliminary) |
Missing SSA-1099 + updated ID for Jeffrey. |
| 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. |
| Jerry Kominek & Deborah Podgurski |
2025 |
Ready |
Fed refund $6,892; no state refund/balance |
Deborah signed; Jerry has not. Call to verify address, re-issue. |
| 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. |
| Hamza Ghanim |
2024 |
In progress |
IRS CP22A: $14,311.75 due (disputed) |
Missing W-2s from FedEx, Manpower of Toledo. |
| 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. |
| EDAA Monroe Street Mechanics LLC |
2025 (1120-S) |
Ready |
Complete, from P&L + balance sheet |
Signature files sent to Rakesh Chetal. |
| Brittany Cheeks |
2023, 2024, 2025 |
In progress |
Unknown, all years |
Need Darnell's SSN (all yrs) + Brianna's SSN (2025); Injured Spouse question. |
| Phil & Phebe Polski |
2025 |
In progress |
Unknown — rental review questions |
Foley Ave negative expenses; Ainsworth St day count; mileage allocation. |
| 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. |