CPA Portal

7 Pending Reviews
7
Pending Reviews
34
Approved This Month
2
Flagged for Review
98%
Approval Rate

Pending Reviews

Meridian Holdings LLC
S-Corp · Real Estate
Urgent
Augusta Rule $14,000
Cost Segregation $62,000
S-Corp Election $47,000
Total: $123,000 Submitted: Dec 12
Risk Assessment
Low
Summit Ventures Group
LLC · Technology
Standard
R&D Tax Credit $89,000
QSBS Exclusion $0 (future)
Total: $89,000 Submitted: Dec 14
Risk Assessment
Medium

Completed Reviews

Client Strategies Total Savings Reviewed Status
Coastal Properties LLC 4 strategies $189,000 Dec 10, 2024 ✓ Approved
Thompson & Gray LLP 6 strategies $412,000 Dec 8, 2024 ✓ Approved
Apex Manufacturing Inc 3 strategies $234,000 Dec 5, 2024 ⚑ Flagged