Tuesday, March 2, 2027 · Tax season: 44 days to April 15

PriyaSenior tax accountant

2026 season · Corliss & Vane CPAs

Clients

Every return the firm is working on, by stage. The Ellisons are live: what you do in their portal shows up here.

  • Returns this season

    14

    2 filed

  • Waiting on clients

    5

    27 documents outstanding

  • New uploads to review

    0Review queue

  • Business returns due Mar 15

    3

    13 days left

Pipeline

Returns by stage

Click a stage to filter the list.

Workload

Open returns per person
14 of 14
ClientReturnStageMissingAssignedLast activityDue
Jordan & Avery EllisonLive in this demo1040 + Schedule CDocuments3 PriyaTodayApr 15
Daniel Okafor1040Partner review– PriyaYesterdayApr 15
Lindgren Family Trust1041Preparing– MarenFeb 27Apr 15
Hollis Bakery LLC1065Signature– TheoMar 1Mar 15
Thu & Kevin Nguyen1040Filed– PriyaFeb 25Apr 15
Barrow Creek Dental PC1120-SPreparing1 TheoFeb 28Mar 15
Ana Castellanos1040 + rentalDocuments5 PriyaFeb 20Apr 15
Sam Whitfield1040Organizer9 LeoFeb 2Apr 15
Marsh & Pine Landscaping1120-SPartner review– MarenMar 1Mar 15
Kwame & Lena Osei1040 + K-1sDocuments2 MarenFeb 26Apr 15
Delia Pruitt1040Filed– PriyaFeb 19Apr 15
Fairhaven Yoga StudioSchedule CPreparing– TheoFeb 24Apr 15
Luis Ibarra1040Signature– PriyaFeb 28Apr 15
Morgan Kerr1040 + cryptoOrganizer7 LeoJan 30Apr 15