Good afternoon, Jordan
Ellis Design Studio LLC · 2026 tax year
2026 return progress68%2 documents needed
Next deadlineJan 15Q4 estimated tax · $3,240
Estimated refund / owed+$1,180Refund, based on data so far
Your 2026 return View documents →
✓
Engagement letter signedSep 4
Done✓
Bank & card statements12 of 12 months received
Done3
1099s and mileage logUpload 2 remaining forms
Needed4
Evelyn reviews & preparesAbout 5 business days
Next5
You approve & e-signWe file the same day
LaterRecent activity
PDF
Q3 P&L readyEvelyn · 2 days ago
$
Invoice #2209 paid$450.00 · Oct 3
✎
Engagement letter signedSep 4
Requested by Evelyn
1099
1099-NEC from Lumen HealthRequested Oct 1 · due Nov 15
NeededLOG
2026 mileage logA spreadsheet or app export is fine
NeededPDF
Home office square footageReceived Oct 9
ReceivedUpload
Drop files herePDF, photos or spreadsheets · encrypted end to end
Balance due$0.00All paid — thank you
Your plan$225/moBookkeeping + tax
Next invoiceNov 1Auto-pay on · card ending 4021
Invoices
| Invoice | Date | Description | Amount | Status |
|---|---|---|---|---|
| #2209 | Oct 1 | Monthly bookkeeping — October | $225.00 | Paid |
| #2188 | Sep 4 | Q3 estimated tax planning | $450.00 | Paid |
| #2161 | Sep 1 | Monthly bookkeeping — September | $225.00 | Paid |
Evelyn Carter, CPA Online
Hi Jordan — your Q3 P&L is in Documents. Revenue is up 22% on last year, nice work. Two quick things still needed for the return.Evelyn · Tue 2:14 pm
Thanks! I'll grab the 1099 from Lumen this week. Does the mileage log need to be in any format?You · Tue 3:02 pm
Any format works — an app export or a simple spreadsheet with date, purpose and miles.Evelyn · Tue 3:20 pm