Documents
Forms and receipts clients sent.
| Document | Client | Received | Pages | Status | |
|---|---|---|---|---|---|
| Mortgage statement | JRJonah Rossi | 22 Jul 2026 | 17 | Missing | |
| Bank interest | GHGrace Haddad | 07 Sep 2026 | 13 | Checked | |
| Bank interest | GIGabriel Ibrahim | 30 Jul 2026 | 5 | Checked | |
| W-2 | JPJulia Patel | 28 May 2026 | 6 | Checked | |
| Mortgage statement | IKIris Kowalski | 19 Sep 2026 | 6 | Checked | |
| Bank interest | YLYusuf Lopez | 29 Jun 2026 | 13 | New | |
| 1099 | QRQuinn Rahman | 21 Jun 2026 | 2 | Checked | |
| 1099 | JKJulia Khan | 14 Sep 2026 | 18 | Checked | |
| Bank interest | DDDina Diaz | 14 Jun 2026 | 2 | Checked | |
| Charity receipt | FAFarid Adams | 10 Sep 2026 | 14 | Missing | |
| Charity receipt | YVYusuf Varga | 25 Jun 2026 | 1 | Missing | |
| W-2 | URUma Rahman | 21 Jul 2026 | 10 | Checked | |
| Childcare receipt | VTVictor Tanaka | 03 Jul 2026 | 7 | Checked | |
| W-2 | KKKavya Kowalski | 16 Jul 2026 | 6 | Checked |