Tasks & Requests
Stay on top of what your tax preparer needs from you.
- Complete income information stepRequested by Elena Park, CPAOrganizerDue Mar 12
- Sign engagement letterRequested by ComplianceSignatureDue Mar 14
- Confirm rental income figuresRequested by Daniel ChoReviewDue Mar 18
- Complete investment income questionsRequested by Elena Park, CPAOrganizerDue Mar 20
- Verify charitable contributionsRequested by Elena Park, CPAVerifyDue Mar 22
Recently completed
- Provide Social Security details for dependentsMar 02
- Approve prior-year amended returnFeb 28
- Complete business ownership stepFeb 24