Name	Role	Credential	Sensitive data	Active from	Note
Priya Raman	Preparer		Cleared	01 Aug 2025
Daniel Ortiz	Reviewer	CPA	Cleared	04 Jan 2021
Helen Strand	Partner	CPA	Cleared	01 May 2018
Marcus Bell	Preparer		No clearance	24 Mar 2026	Background check pending; no access to full SSNs or bank numbers.
Jo Kimura	Firm administrator		Cleared	10 Feb 2020
Sam Adeyemi	Quality reviewer	CPA	Cleared	04 Jan 2027 Later
Ngozi Okafor	Client		Own items only
Erik Lindqvist	Client		Own items only

Area	Budget (h)	Left (h)	Status
Intake and engagement	1.5	1.5	None logged
Wages and stock compensation	3	3	None logged
Investments and digital assets	4	4	None logged
Business	3.5	3.5	None logged
Rentals and sale	3.5	3.5	None logged
Pass throughs and basis	2	2	None logged
Deductions and credits	2	2	None logged
California	1.5	1.5	None logged
Partner review	1	1	None logged
Total	22	22

Return overview

Adjusted gross income445,590v3, as computed Federal tax81,962v3, as computed California tax18,874v3, as computed

FederalNot sent

CaliforniaNot sent

ExtensionFiled 14 Apr 2026 with 36,000, estimated from v2

Blocking11 items stop filingOpen on Checks

Compare v3 withNothing v1 v2 FinalizedOnly changed lines

Form to compare0 lines differ between Finalized and v3. Finalized = the latest version plus applied adjustments, with the sums and differences below them recomputed. A figure past a tax computation needs the engine to re-run. The v3 column is the engine's value.Last year column: the 2024 return as filed (prior year). 68 lines flagged as swings by the firm's variance rule.

Form 1040

F104031 lines · 1 with open checksShow the 31 lines

Schedule B

SchB16 lines · 2 with open checksShow the 16 lines

Form 8606

F860614 linesShow the 14 lines

Schedule C

SchC26 lines · 6 with open checks

Line	v3	Finalized	Last year	Status
Gross receiptsSchC.1	163,700	163,700	128,400 Swing +35,300	Blocking
Gross profitSchC.5	163,700	163,700	None New this year	No open checks
Gross incomeSchC.7	163,700	163,700	None New this year	No open checks
AdvertisingSchC.8	2,100	2,100	1,900	No open checks
Business miles (Part IV)SchC.44a	11,800	11,800	7,400 Swing +4,400	Check failed
Commuting milesSchC.44b	0	0	None	No open checks
Other milesSchC.44c	5,940	5,940	None New this year	No open checks
Date vehicle placed in service for businessSchC.43	2021-06-01	2021-06-01	None	No open checks
Car and truck expenses (standard mileage)SchC.9	8,260	8,260	4,958 Swing +3,302	Check failed
Contract laborSchC.11	7,400	7,400	12,400 Swing -5,000	No open checks
Depreciation and section 179SchC.13	38,000	38,000	None New this year	No open checks
Insurance (other than health)SchC.15	1,450	1,450	1,350	No open checks
Legal and professional servicesSchC.17	1,800	1,800	1,500	No open checks
Office expenseSchC.18	1,180	1,180	1,050	No open checks
SuppliesSchC.22	3,240	3,240	2,900	No open checks
TravelSchC.24a	4,520	4,520	6,100 Swing -1,580	No open checks
Deductible meals (50%)SchC.24b	1,980	1,980	1,650	No open checks
Utilities (telephone and internet)SchC.25	3,480	3,480	3,120	Check failed
Other expenses - software and subscriptionsSchC.27a.1	6,850	6,850	None New this year	Check failed
Other expenses - bank and merchant feesSchC.27a.2	386	386	None	No open checks
Total expensesSchC.28	80,646	80,646	55,000 Swing +25,646	No open checks
Tentative profitSchC.29	83,054	83,054	73,400 Swing +9,654	No open checks
Home office (simplified method, average 240 sq ft x $5)SchC.30	1,200	1,200	1,500	Judgment
Net profitSchC.31	81,854	81,854	71,900 Swing +9,954	No open checks
Made payments requiring Forms 1099SchC.I	Yes	Yes	None	Engine warning
Filed or will file required Forms 1099SchC.J	No	No	None	Engine warning