Client Book
Your full roster of 40 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 | |
Alice Robinson C-Corp dividend policy — accumulated earnings and individual rates | C-CorpSchedule C | Meera Kapoor | $245,000 | High | Drafting | 2026 year-end plan· Dec 15 | |
Andrew Green Trust income beneficiary — compressed brackets and fiduciary income allocation | TrustHNW | Eleanor Vance | $198,000 | Medium | Questionnaire sent | 2026 year-end plan· Dec 15 | |
Brian Stewart IT consulting S-Corp — self-employment tax reduction | S-CorpW-2 | Julian Rho | $198,000 | Medium | Questionnaire sent | 2026 year-end plan· Dec 15 | |
Carlos Santos Stock option vesting acceleration — tax planning needed | W-2 | Meera Kapoor | $215,000 | High | Not started | 2026 year-end plan· Dec 15 | |
Catherine Walsh Pension income — coordination with tax-deferred and taxable accounts | W-2Retiree | Eleanor Vance | $82,000 | Medium | 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 | |
David Jackson Creative business growth — accounting method evaluation | Schedule C | Meera Kapoor | $142,000 | High | In review | 2026 year-end plan· Dec 15 | |
Diego Alvarez WA resident, CA-sourced consulting revenue — no resident credit available to offset CA tax | Schedule CHNW | Julian Rho | $290,000 | High | Drafting | 2026 year-end plan· Dec 15 | |
Elizabeth Patterson Graduate degree completion — education credits and student loan interest | W-2 | Meera Kapoor | $64,000 | Low | Not started | 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 | |
James Summers Marketing freelancer — home office deduction optimization | Schedule C | Eleanor Vance | $108,000 | Medium | In review | 2026 year-end plan· Dec 15 | |
Janet Thompson Freelance revenue surge — quarterly estimates adjustment | Schedule C | Meera Kapoor | $168,000 | Medium | Questionnaire sent | 2026 year-end plan· Dec 15 | |
Jennifer Moore Second home purchase — mortgage interest and SALT caps | W-2 | Julian Rho | $245,000 | Medium | Not started | 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 | |
Kenji Nakamura Routine annual review — HSA and backdoor Roth funding on track, worth confirming before year-end | W-2 | Julian Rho | $108,000 | Low | Drafting | 2026 year-end plan· Dec 15 | |
Kevin Martin Digital agency scale-up — profit allocation and tax-favorable entity conversion | Schedule CHNW | Julian Rho | $328,000 | Critical | Not started | 2026 year-end plan· Dec 15 | |
Kwame Osei Founding partner buyout — inside basis step-up decision | PartnershipHNW | Meera Kapoor | $452,000 | High | Drafting | 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 |
Showing 1–20 of 40
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