Good morning, KT Bradley CPA
Sunday, November 1, 2026
Updated 6:01 AM
Waiting on a reply
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1 in Documents incomplete
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clear day
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Reply to Jeanette Vieyra, waiting 1 days (email).
Nudge Nastassia Barnes on missing documents, checklist incomplete for 12 days.
Files to review
1
Theresa Harrison-Sawyer
Document · Needs review
Contact card
1d
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(945) 500-5498
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Theresa Harrison-Sawyer
KT Bradley CPA Portal
Where cases are stalled
1
Documents incomplete
1
Waiting on a reply
1
Jeanette Vieyra
Email
1d
EPS disclosures to send
2
Rachel Christina Payton
at filing
Daniel (Murphy) Bailey
at filing
Uploaded since yesterday
1
Theresa Harrison-Sawyer
W-2, 1099, 1099-R, 1098, 1098-T, Schedule C, 1099-INT, 1098e, other
Wealth Strategy leads
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Advising
21
Kathleen Long
New
Richard Williams
New
RJ Jackson
Docs Coming In
Dawn Hamilton
Docs Coming In
Natalie(Account/Bookkeeper)) Specialty Technical Services
Docs Coming In
Stephanie NELSON
Docs Coming In
Jacalyn Shirley
Docs Coming In
Zaria Powell
Docs Received
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