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Requested from you

2025 tax return — documents needed 2 of 5 done · due Sep 1

Fixed asset additionsRequired Needed

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December bank statementsRequired Action needed

This is November — we need December. Could you send that one instead?

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2024 Form 1120-S (prior year) Sent to your accountant

Kestrel 2024 1120-S signed.pdf

Vehicle mileage log Provided

Mileage 2025.xlsx

Form 1098 — mortgage interest Not needed

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BCBrightwater CPA SMSarah MitchellClient portal

Your documents

Mileage 2025.xlsxKestrel Manufacturing LLCUploaded Aug 12

Kestrel 2024 1120-S signed.pdfKestrel Manufacturing LLCUploaded Aug 10

Fixed assets 2025 (3 pages).pdfKestrel Manufacturing LLCUploaded Aug 13

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Requested from you

Fixed asset additionsRequired Needed

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Brightwater CPA

Brightwater CPA needs a few documents. Tap an item to add a photo or file.

Fixed asset additionsAdd

December bank statementsAdd

Vehicle mileage log

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