← Cancel
Edit note
Client
Year(s)
Status
Green — ready / near-ready
Yellow — awaiting info
Red — substantive work
Blue — new client onboarding
Results (as prepared)
2023 IRS balance $10,021.30 (referred out). 2024/2025 preliminary.
Blocking item / next step
Toledo vs. Sylvania residency unresolved; zero expenses on SE income both years.
Cancel
Save changes