Tasks & Requests

Stay on top of what your advisor needs from you.

  • Upload 2025 W-2
    Requested by Elena Park, CPA
    Document
    Due Mar 12
  • Sign engagement letter
    Requested by Compliance
    Signature
    Due Mar 14
  • Confirm rental income figures
    Requested by Daniel Cho
    Review
    Due Mar 18
  • Upload 1099-DIV statements
    Requested by Elena Park, CPA
    Document
    Due Mar 20
  • Verify charitable contributions
    Requested by Strategy Team
    Verify
    Due Mar 22

Recently completed

  • Provide Social Security details for dependents
    Mar 02
  • Approve prior-year amended return
    Feb 28
  • Upload Schedule K-1 (LLC Holdings)
    Feb 24