David Miller, CPA
Job file â„– ACCOUN
Year-End Tax Preparation 2024
1 Action Needed
Your input is required to keep the project on track
Tax Planning Consultation
DoneReview year-to-date income, discuss deductions, plan Q4 moves
Bookkeeping & Records Organization
DoneCategorize expenses, reconcile accounts, organize receipts
Tax Document Collection
In progressGather W-2s, 1099s, receipts, and other tax forms
Action Needed From You
Upload W-2 When Received
Employer must send by Jan 31st - upload to secure portal as soon as you get it
Due: Feb 5, 2025
Provide Crypto Transaction Details
Export your Coinbase transaction history (you mentioned buying Bitcoin)
Due: Jan 15, 2025
Recent Updates
Tax season is coming! 📋 Upload your documents as they arrive (W-2s, 1099s start coming in January). So far we have: rental property statement, investment transactions. Still need: W-2 from employer, 1099-INT from banks.
David (CPA) • 8h ago
Tax Return Preparation
Prepare federal and state returns, maximize deductions
Return Review & Q&A
Review draft returns, explain strategies, answer questions
E-Filing & Payment
File returns electronically, arrange payment if owed
Post-Filing Support
Handle any IRS correspondence, track refund status