Welcome back, Dana.
Your 2025 return is in review. Two items need you before Michael can file.
2025 return
In review
Drafted Jun 3, with Michael now
Open tasks
2
Both due before filing
Next meeting
Jun 12
Mid-year advisory review
Documents on file
14
3 added this month
Needs your attention
2 open- Upload your 1099-NEC
- Review and e-sign your 2026 engagement letter
Recent activity
- Michael uploaded your Q1 2026 bookkeeping summary.2 days ago
- You signed Engagement Letter 2025.May 28
- Michael left a note on your 2025 return: a question about home-office months.May 24
- Mid-year advisory review scheduled for Jun 12.May 20
Your documents
View all 14- 2025 Form 1040 In review
- Q1 2026 bookkeeping summary Ready
- 2026 engagement letter Needs signature
- 2024 Form 1040 Filed
Your documents
Every return, statement, and agreement Michael has prepared or filed for Ruiz Design Studio, in one place. Search or filter to find one quickly.
- 2025 Form 1040 In review
- 2026 engagement letter Needs signature
- Q1 2026 bookkeeping summary Ready
- 2025 Schedule C worksheet Ready
- Mid-year tax projection, 2026 Ready
- 2025 engagement letter Signed
- Q4 2025 bookkeeping summary Ready
- 2024 Form 1040 Filed
- 2024 Schedule C worksheet Filed
- Q3 2025 bookkeeping summary Ready
- Q2 2025 bookkeeping summary Ready
- Q1 2025 bookkeeping summary Ready
- 2023 Form 1040 Filed
- W-9 on file Signed
Try a different search term or filter.
Messages
A direct line to Michael. Every note about your return and your books stays here, attached to your engagement.
Michael R. Cowell, CPA
Usually replies same dayTasks
The short list of what Michael needs from you to finish the 2025 return. Clear these two and filing can proceed.
Open
2 open-
Upload your 1099-NEC
Blocks filingMichael needs the 1099-NEC from Northwind Studio to finalize your Schedule C. A photo or PDF is fine.
Uploaded. Michael has been notified. -
Review and e-sign your 2026 engagement letter
2 minutesIt sets the scope and fees for your 2026 advisory partnership. Terms are unchanged from last year.
Signed. A copy is in your documents.
Completed
-
Confirm 2025 home-office months
Answered in messages. Michael prorated the deduction for January and February.
Completed May 24 -
Sign your 2025 engagement letter
Signed and filed. A copy is in your documents.
Completed May 28 -
Upload 2025 income statements
Bank statements and Stripe export received. Used for the Schedule C worksheet.
Completed May 16
Billing
Your advisory partnership invoices and payment history. Flat monthly fee, no surprises at filing time.
Account balance
1 invoice dueVisa ending 4242
Expires 09 / 2028
Your engagement
- PlanAdvisory Partnership
- Billing$1,250 monthly
- Client sinceJanuary 2024
- AccountantMichael R. Cowell, CPA
- Next invoiceJul 1, 2026
Invoice history
7 invoices| Date | Description | Amount | Status | Download |
|---|---|---|---|---|
| Jun 1, 2026 | Advisory Partnership, June | $1,250.00 | Due Jun 30 | |
| May 1, 2026 | Advisory Partnership, May | $1,250.00 | Paid | |
| Apr 1, 2026 | Advisory Partnership, April | $1,250.00 | Paid | |
| Mar 1, 2026 | Advisory Partnership, March | $1,250.00 | Paid | |
| Feb 1, 2026 | Advisory Partnership, February | $1,250.00 | Paid | |
| Jan 1, 2026 | Advisory Partnership, January | $1,250.00 | Paid | |
| Dec 1, 2025 | Advisory Partnership, December | $1,250.00 | Paid |