Firm: standards, people, access, time
Firm-wide standards are data, edited by the firm administrator, versioned in the ledger, and enforced by the workpaper.
Standards
People and roles
| Name | Role | Credential | Sensitive data | Active from | Can |
|---|---|---|---|---|---|
| Priya Raman | Preparer | cleared | 2025-08-01 | prepare, propose adjustments, sign as preparer | |
| Daniel Ortiz | Reviewer | CPA | cleared | 2021-01-04 | review notes, approve adjustments ≤ threshold, sign as reviewer |
| Helen Strand | Partner | CPA | cleared | 2018-05-01 | approve any adjustment, sign the return, e-file, amend |
| Marcus Bell | Preparer | masked only | 2026-03-24 | prepare, propose adjustments, sign as preparer Background check pending; no access to full SSNs or bank numbers. | |
| Jo Kimura | Firm administrator | cleared | 2020-02-10 | standards, assignments, access log, time | |
| Sam Adeyemi | Quality reviewer | CPA | cleared | 2027-01-04 | read, quality notes |
| Ngozi Okafor | Client | cleared | 2026-01-01 | answer questions, upload, approve and sign 8879 | |
| Erik Lindqvist | Client | cleared | 2026-01-01 | answer questions, upload, approve and sign 8879 |
Assignments
Administrator only.
| Household & identity | preparer: Priya Raman due 2026-03-27 | reviewer: Daniel Ortiz due 2026-04-08 | partner: Helen Strand |
| Wages & stock compensation | preparer: Priya Raman due 2026-03-27 | reviewer: Daniel Ortiz due 2026-04-08 | partner: Helen Strand |
| Investments & digital assets | preparer: Priya Raman due 2026-03-27 | reviewer: Daniel Ortiz due 2026-04-08 | partner: Helen Strand |
| Lindqvist Studio (Schedule C) | preparer: Priya Raman due 2026-03-27 | reviewer: Daniel Ortiz due 2026-04-08 | partner: Helen Strand |
| Rentals & the condo sale | preparer: Priya Raman due 2026-03-27 | reviewer: Daniel Ortiz due 2026-04-08 | partner: Helen Strand |
| K-1s & basis | preparer: Priya Raman due 2026-03-27 | reviewer: Daniel Ortiz due 2026-04-08 | partner: Helen Strand |
| Retirement & HSA | preparer: Priya Raman due 2026-03-27 | reviewer: Daniel Ortiz due 2026-04-08 | partner: Helen Strand |
| Foreign accounts | preparer: Priya Raman due 2026-03-27 | reviewer: Daniel Ortiz due 2026-04-08 | partner: Helen Strand |
| Deductions & credits | preparer: Priya Raman due 2026-03-27 | reviewer: Daniel Ortiz due 2026-04-08 | partner: Helen Strand |
| Payments & penalties | preparer: Priya Raman due 2026-03-27 | reviewer: Daniel Ortiz due 2026-04-08 | partner: Helen Strand |
| California part-year (540NR) | preparer: Priya Raman due 2026-03-27 | reviewer: Daniel Ortiz due 2026-04-08 | partner: Helen Strand |
| Tax computation | preparer: Priya Raman due 2026-03-27 | reviewer: Daniel Ortiz due 2026-04-08 | partner: Helen Strand |
Time against budget
| Budget area | Budget h | Actual h | |
|---|---|---|---|
| intake and engagement | 1.5 | 0 | |
| wages and stock compensation | 3.0 | 0 | |
| investments and digital assets | 4.0 | 0 | |
| business | 3.5 | 0 | |
| rentals and sale | 3.5 | 0 | |
| pass throughs and basis | 2.0 | 0 | |
| deductions and credits | 2.0 | 0 | |
| california | 1.5 | 0 | |
| partner review | 1.0 | 0 | |
| Total | 22.0 | 0 | fee 4,800 (D01) |
Sensitive-data access log
| No unmasked views yet. SSNs, bank and account numbers and IP PINs are masked for everyone by default; cleared staff can unmask for 10 minutes and every page they view unmasked is logged here. |
Status
Return state: in preparation · open checks 22 · blockers 37 · ledger events 0 · retention: destroy after filing + 7 (firm rule).
Sample data
The packet is read-only; reset only clears the ledger of human work. "Load sample season work" plays a realistic set of preparer/reviewer actions so every screen has content.