Tasks

• Set up tax portal #2023-taxes ✅ 2024-02-06
• Upload Chromatic W-2 #2023-taxes ✅ 2024-02-05
• Upload Egghead 1099-NEC #2023-taxes ✅ 2024-02-05
• Upload Betterment FMV #2023-taxes ✅ 2024-02-05
• Upload charitable giving docs ✅ 2024-02-12
• Upload 1095-B proof doc ✅ 2024-02-12
• Upload Misc IRS docs ✅ 2024-02-12
• Upload 1098 NBKC ✅ 2024-02-12
• Upload 1099-INT NBKC ✅ 2024-02-12
• Upload misc. 1099-INT Docs ✅ 2024-02-12
• Upload Other FMVs ✅ 2024-02-12
• Complete chantastic llc Schedule C

Delegated

• Complete tax organizer ✅ 2024-02-28
• Collect Nellie’s business details ✅ 2024-02-12
• Collect medical expenses ✅ 2024-02-12