McGee Tax Law, PLLC
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Representation
Client Name: Barbara McGee Phone: [1331]
Filing Name: Barbara G. Brand-McGee
SSN: 000-11-2222
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Filing Name: Barbara G. Brand-McGee
SSN: 000-11-2222
✏️ Edit Representation
👤 Workflow Manager:
📋 Workflow Tasks:
| Task | Assigned To | Due Date | Status |
|---|---|---|---|
| 1. Prepare IRS Form 2848 & 8821 | KB | January 21, 2026 | 🟡 |
| 2. Prepare Engagement Letter | KB | January 20, 2026 | 🟢 |
| 3. Obtain Necessary Signatures | KB | January 19, 2026 | 🟢 |
| 4. File Signed IRS Form 2848 & 8821 | January 19, 2026 | 🟢 |
📌 Additional Tasks: (click row to expand)
| Task | Assigned To | Due Date | Status |
|---|---|---|---|
| Scan IRS Notices Delivered | CRB | January 22, 2026 | 🟡 |