Client Book
Your full roster of 11 engagements. Search, sort, and filter your book.
| Profile | Owner | ||||||
|---|---|---|---|---|---|---|---|
Ade Okonkwo ISO exercise — AMT exposure | W-2 | Meera Kapoor | $352,000 | High | Not started | 2026 year-end plan· Dec 15 | |
Dana Whitfield Record year — cash-balance plan + comp reset | S-CorpW-2HNW | Julian Rho | $905,000 | High | In review | 2026 year-end plan· Dec 15 | |
Evelyn Pearson Roth conversion window + IRMAA | Retiree | Meera Kapoor | $104,000 | Medium | Delivered | 2026 year-end plan· Dec 15 | |
Grace Okafor Concentrated position + charitable intent | W-2HNW | Eleanor Vance | $1,180,000 | High | Drafting | 2026 year-end plan· Dec 15 | |
Karl & Inga Bergstrom First RMD year (73) + QCD opportunity | Retiree | Meera Kapoor | $168,000 | High | Questionnaire sent | 2026 year-end plan· Dec 15 | |
Linh Nguyen Equipment purchase + first employee | Schedule C | Meera Kapoor | $196,000 | Medium | Drafting | 2026 year-end plan· Dec 15 | |
Marcus Delacroix Business sale contemplated (stock vs. asset) | S-CorpW-2 | Julian Rho | $565,000 | High | Drafting | 2026 year-end plan· Dec 15 | |
Maria Reyes Job change + severance + new rental | W-2 | Meera Kapoor | $214,000 | Medium | Drafting | 2026 year-end plan· Dec 15 | |
Priya Raman Profitable Schedule C — entity structure untapped | Schedule C | Meera Kapoor | $138,000 | Medium | Drafting | 2026 year-end plan· Dec 15 | |
Robert & Lisa Chen Private company sale (~$2.4M gain) | W-2HNW | Eleanor Vance | $812,000 | Critical | Delivered | 2026 year-end plan· Dec 15 | |
Thomas Hartley Income up ~45% — retirement + estimates | Schedule C | Meera Kapoor | $266,000 | High | In review | 2026 year-end plan· Dec 15 |