McGee Tax Law, PLLC

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Client’s Name: Community Construction Co., LLC
Tax Filing Name: Community Construction Co., LLC
Client’s SSN: 222-22-2222
Client’s Name: Karstin Simrall
Tax Filing Name: John Karstin Simrall
Client’s SSN: 123-45-6789
Client’s Name: Joe Garner
Tax Filing Name: William J. Garner
Client’s SSN:
Client’s Name: Barbara McGee
Tax Filing Name: Barbarossa G. Brand-McGee
Client’s SSN: 111-11-1111
Client’s Name: Doug Grant
Tax Filing Name: Paul Douglas Grant
Client’s SSN: 888-88-8888

Client Name: Valary Harvey                                                                  Phone:  [1331]
Filing Name: Valary J. Harvey 
SSN: 333-55-5678

✏️ Edit Representation
👤 Workflow Manager:
📋 Workflow Tasks:
TaskAssigned ToDue DateStatus
1. Prepare IRS Form 2848 & 8821
2. Prepare Engagement Letter
3. Obtain Necessary Signatures
4. File Signed IRS Form 2848 & 8821
📌 Additional Tasks: (click row to expand)
TaskAssigned ToDue DateStatus