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Intake

S corporation · UT · tax year 2026 · Lehi, UT · contact Jared Holm, CFO

Fastest way: drop whatever files you have (QuickBooks exports, budgets, draw reports, trackers) and we fill in most of these steps for you.

Step 6 of 8

Documents

Drop closing statements, pay apps, plans, HERS certificates, valuation noticesor click to choose files. (Mockup: files are not uploaded.)

Document	For	Status
Job cost ledger / general ledger	Cost seg · Foothill rentals	reviewed
Contracts, subcontracts and change orders	Cost seg · Foothill rentals	requested
AIA G702/G703 pay applications	Cost seg · Foothill rentals	requested
Invoices for owner-furnished equipment (appliances, FF&E)	Cost seg · Foothill rentals	requested
HERS / ENERGY STAR certificates per home	Energy home credit · Juniper Hollow	received
Valuation notice	Property tax · Juniper Hollow	received