M
Miraflores
Β· Okafor-Lindqvist 2025
β±
π Masked
π
For Priya Raman
Nothing needs you.
Priya Raman β Preparer
Daniel Ortiz β Reviewer
Helen Strand β Partner
Marcus Bell β Preparer (no clearance)
Jo Kimura β Firm administrator
Sam Adeyemi β Quality reviewer
Ngozi Okafor β Client
Erik Lindqvist β Client
β Overview
β Checks
22
β€ Documents
β Changes
β Review & sign-off
? Questions
β€ Filing
in
Areas
Household & identity
Wages & stock compensation
Investments & digital assets
Lindqvist Studio (Schedule C)
Rentals & the condo sale
K-1s & basis
Retirement & HSA
Foreign accounts
Deductions & credits
Payments & penalties
California part-year (540NR)
Tax computation
After filing
β» Next year (2026)
βΆ Season replay
Firm
β Standards, people, access
β‘ Activity ledger
β Client record
β How this works
Document index
Every document the client or firm provided, where it landed on the return β or why it didn't.
All 74
used 56
evidence 6
reference 8
superseded 1
duplicate 1
future 2
agreed to source document
recalculated
confirmed with client
agreed to prior year
agreed to third party record
Mark selected verified (undoable)
Doc
Title
Area
Received
Status
Lines
β
D30
Meridian Brokerage 2025 consolidated Form 1099 (joint)
partial read
Investments & digital assets
2026-02-16
superseded
Superseded by the corrected statement D31 Β· Partial read: Page 32 ('Additional transactions') was not read by the pipeline.
Completeness: 0 unaccounted. "Late" = received after the client marked the upload complete (2026-03-02).