Good morning, Victor
Client returns, documents and deadlines for a tax preparation office.
Returns filed913-17.8% vs last month
In progress123-3.9% vs last month
Fees billed$221,603+17.8% vs last month
Refunds found$1,622,172+8.5% vs last month
Returns filedLast 12 months
This seasonLast season
Return types
Individual 24%Self-employed 29%Small business 11%Rental 20%Other 15%
Recent clientsView all
| Client | Type | Returns | Fee | Status |
|---|---|---|---|---|
| Sara Costa | Individual | 1 | $554 | Active |
| Nadia Young | Individual | 3 | $2,178 | Active |
| Kenji Silva | Self-employed | 6 | $2,358 | Active |
| Quinn Kowalski | Individual | 10 | $439 | Inactive |
| Aisha Adams | Individual | 6 | $955 | Active |
| Paula Kowalski | Self-employed | 7 | $386 | New |
Latest activityAll
- OEOlivia EvansReturn filed for the Garcia family56m
- OKOlivia KhanDocuments uploaded by Jonah Walsh24m
- GMGabriel MorrisExtension requested for Oak Studio15m
- GAGabriel AdamsRefund accepted for Amara Silva44m
- FSFarid SatoMissing W-2 flagged49m