McGee Tax Law, PLLC
CorporateSites.Online - Case Management
Representation
Client Name: Valary Harvey Phone: [1331]
Filing Name: Valary J. Harvey
SSN: 333-55-5678
✏️ Edit Representation
Filing Name: Valary J. Harvey
SSN: 333-55-5678
✏️ Edit Representation
👤 Workflow Manager:
📋 Workflow Tasks:
| Task | Assigned To | Due Date | Status |
|---|---|---|---|
| 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)
| Task | Assigned To | Due Date | Status |
|---|---|---|---|