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

PriyaSenior tax accountant

Client since 2021 · Married filing jointly

Jordan & Avery Ellison

2026 Form 1040 with Schedule C · prepared by Priya Raman, reviewed by Maren Corliss · due April 15

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Checklist

75% in
  • W-2: Wages, JordanCascadia Health NetworkAccepted
  • W-2: Wages, Avery (January to June)Fernhill StudioAccepted
  • 1099-NEC: Freelance incomeLarkspur Outdoor Co.Accepted
  • 1099-NEC: Freelance incomeTidewater AnalyticsNeeded
  • Summary: Business expenses and home officeAveryAccepted
  • 1099 composite: Dividends, interest and sales (corrected)Northfield InvestmentsSent back
  • 1099-INT: Savings interestHarbor BankAccepted
  • 1098: Mortgage interestRiverbend Credit UnionAccepted
  • Statement: Property tax paidCounty tax officeAccepted
  • 1099-SA / 5498-SA: HSA withdrawals and contributionsEvergreen HSAAccepted
  • Statement: Childcare provider statementLittle Fir PreschoolNeeded
  • Receipts: Charitable donationsCharitiesAccepted

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Corrected 1099 from Northfield

Documents · Jordan & Avery Ellison
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  1. Priya Raman Feb 24, 9:12 AM

    Hi Jordan and Avery, Northfield Investments sent corrected 1099s on Feb 22. The one you uploaded on Feb 16 is the original, and the corrected one changes the cost basis of one sale.

    When you have a minute, could you download the corrected copy from Northfield's site and add it under Documents? It says CORRECTED at the top. Thanks!

  2. Avery Ellison Feb 24, 6:40 PM

    Got it. Their site says the corrected forms are available on March 1, I'll grab it then.

  3. Priya Raman Feb 25, 8:05 AM

    Perfect, thank you. I'll finish the draft as soon as it's in.

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Signatures and filing

  • Jordan EllisonWaiting for documentsNot yet
  • Avery EllisonWaiting for documentsNot yet

Filing opens when both spouses have signed Form 8879. The API checks it too.

Billing

  • INV-2027-0114 · 2026 individual return$1,450.00 · issued Feb 26Open
  • INV-2026-0981 · Year-end tax planning meeting$275.00 · issued Dec 4, 2026Paid Dec 9, 2026
  • INV-2026-0412 · 2025 individual return$1,320.00 · issued Mar 30, 2026Paid Apr 2, 2026

Notes

Only the firm sees these

  • Avery started freelancing in July: home office counts half a year. Remind them about Q1 2027 estimates with the return.

    Priya · Feb 11

  • Northfield corrected 1099s on Feb 22 for a cost-basis error; check the gain on the March sale.

    Priya · Feb 24

Audit log

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