| Brittany & Darnell Cheeks |
2024 |
New client |
|
Assigned to Natasha.
MFJ OR MFS whichever is better. |
| Northview Partners |
2025 |
Ready |
Findlay Balance Dues $1013 |
Return is entered and ready for client. CLient has stated that there may be some additional expenses. |
| Steffen Consultants |
2025 |
Ready |
|
PAID waiting on signatures. |
| Aaron & Sarah Silverman |
2025 |
Ready |
Fed BalDue = $6699
OH Refund = $484
COLUMBUS BalDue = $1939 |
Out for signatures and payment. |
| Start of a Better Tomorrow |
2025 |
Ready |
Federal Ready
Toledo Blance Due = $3192 |
Need to review with client or obtain signatures/invoice payment. |
| United VR |
2025 |
Ready |
Fed Complete
Maumee Balance Due $1073 |
Waiting on signatures and payment |
| Soren Bagley |
2025 |
Ready |
Fed Bal Due $12778
OH Bal Due 4232
Toledo Bal Due $1842 |
Waiting on signatures and payment |
| EDAA Reynolds Rd Mechanics LLC |
2025 |
Ready |
|
Out for signatures. Invoice generated. |
| Madison Motorsports |
2025 |
Ready |
|
Out for signatures and invoice payment. |
| Michael Murphy |
2025 |
Ready |
Fed Refund = $1775
OH Refund = $273
TOL BalDue = $538 |
Assigned to Natasha. The 1099-NEC is for an electrrical safety class and there are not really any expenses against it. Go ahead and give him $300 for travel expenses to get it below $400 so there is no SS/MED taxes. |
| Brittany Cheeks |
2023, 2024, 2025 |
In progress |
Unknown, all years |
Need Darnell's SSN (all yrs) + Brianna's SSN (2025); Injured Spouse question. |
| EDAA Monroe Street Mechanics LLC |
2025 (1120-S) |
Ready |
Complete, from P&L + balance sheet |
Signature files sent to Rakesh Chetal. |
| 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. |
| John Lauth |
2025 |
Ready |
Federal Refund $690
Ohio Refund $120 |
Direct Deposit information needed. Signatures are rquired. Payment on invoice needed. |
| 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. |
| Bissland Transport |
2025 |
Ready |
Return is complete |
Return is out for signatures and payment. |
| Joshua Bissland |
2025 |
Ready |
Fed Balance Due $400
MI Balance Due $420 |
Return is complete and out fir signatures and invoice payment. |
| Austin & Elizabeth Ehlinger |
2025 |
Ready |
$3106 Federal Refund
$564 State of Ohio Refund |
Everything submitted has been entered. We are awaiting the K-1 from Lamm Ventures. |
| Lamm Ventures |
2025 |
Ready |
|
We seem to be missing rent for 1912. Client contacted to revise P&L. |
| Phil & Phebe Polski |
2025 |
Ready |
Fed Refund - 1140
NM Refund - 610
OH Refund - 98
TOL BalDue - 85 |
Foley Ave negative expenses; Ainsworth St day count; mileage allocation. |
| Melissa & Jason Call |
2024 |
Awaiting info |
Federal Refund - $4478
State of Ohio Refund - $1721
Ohio School Distric Balance Due - $304 |
Need to verify assets from business. Missing W-2 from Village of Berkey for Jason. |
| Melissa & Jason Call |
2022 |
Awaiting info |
Federal Balance Due $1763
State of Ohio Refund $2517
School District Balance Due $494 |
Need to enter 2022 tax return in system. |
| MMR Autosport |
2025 |
Ready |
Fed Ready
PERRYSB Bal Due = $131 |
Out for signatures. |
| 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. |
| Colton Rader |
2025 |
Ready |
Fed refund $3,732; OH refund $185; RITA BD $1,550 |
Signature sent; awaiting client ID verification via Encyro. |
| Melissa & Jason Call |
2023 (amendment) |
Awaiting info |
Federal matches system; OH return located |
Verify original return before finalizing amendment (1099-R, IRA ded., carryforwards). |
| Jeremy & Blanca McGorty |
2025 (+ prior years) |
Awaiting info |
Fed BD $7,235; OH ref $94; add'l BD $260 |
MFJ confirmed. Prior-year transcripts needed before payment plan. |