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BC
Brightwater CPA
SM
Sarah Mitchell
Client portal
Welcome back, Sarah
Everything we need from you, and everything we've sent you, is on this page.
4
documents requested
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2
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BC
Brightwater CPA
SM
Sarah Mitchell
Client portal
Welcome back, Sarah
Everything we need from you, and everything we've sent you, is on this page.
BC
Brightwater CPA
Messages
Hi Sarah — we've started the 1120-S. One question on the forklift you bought in March.
Brightwater CPA · Aug 11, 2:14 PM
Was it new or used? It changes the depreciation life.
Brightwater CPA · Aug 11, 2:15 PM
Used — bought it from a dealer in Waterbury. I'll dig out the invoice.
You · Aug 11, 4:40 PM
Perfect, thanks. Drop it into the documents request when you have it and we'll take it from there.
Brightwater CPA · Aug 12, 9:02 AM
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BC
Brightwater CPA
SM
Sarah Mitchell
Client portal
Welcome back, Sarah
Everything we need from you, and everything we've sent you, is on this page.
BC
Brightwater CPA
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Task
Client
Status
Due
Time
2025 1120-S preparation
Kestrel Manufacturing LLC
In progress
Sep 12
6h 20m
Subtasks
Details
Documents
Workpapers
Research
Activity
Roll forward prior-year file
Import trial balance
Tie out fixed assets & depreciation
Review notes to partner
Task
Client
Status
Due
Time
2025 1120-S preparation
Kestrel Manufacturing LLC
In progress
Sep 12
6h 20m
Subtasks
Details
Documents
Workpapers
Research
Activity
Roll forward prior-year file
Import trial balance
Tie out fixed assets & depreciation
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