Welcome back, Marcus

You have 3 open items and 2 documents requested.

Active
Filing Progress
68%
On track for April 15
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5
2 due this week
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3
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2025 Tax Filing

Personal · Joint return

In Review
Overall progress68%
Intake
Documents
Review
Filed
Strategy Insight

3 new planning opportunities identified

Your advisor flagged Q4 strategies that could reduce next year's liability by an estimated $14,200.

Review opportunities

Pending Tasks

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  • Upload 2025 W-2
    Due Mar 12
    Documents
  • Sign engagement letter
    Due Mar 14
    Signature
  • Confirm rental income figures
    Due Mar 18
    Review
  • Verify charitable contributions
    Due Mar 22
    Verify

Upcoming

MAR
12
Quarterly strategy review
10:00 AM · Video
MAR
21
Tax return walkthrough
2:30 PM · Office
APR
02
Year-end planning
11:00 AM · Video