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Sample CPA firm
0
Needs your review
$0
16
Waiting on client
$3,050,579 on hold
0
Ready to file
$0
1
Look-back opportunities
earlier years, catch-up this year
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ranked: conservative PV after fees, readiness, nearest deadline
| # | Client · project | Conservative | Moderate | Readiness | Next deadline | Action |
|---|---|---|---|---|---|---|
| 1 | Harbor Pointe Apartments (180 units) Gulfstream Development Partners | $1,387,191 | $1,387,191 | Ready | none open | Open → |
| 2 | Cypress Bend BTR (60 homes) Brazos Rental Communities | $543,981 | $669,646 | 1 gap | none open | Open → |
| 3 | Bayshore Medical Office (62,000 sq ft) Gulfstream Development Partners | $327,631 | $418,756 | Ready | 67 days Next lien date (FL) | Open → |
| 4 | Seabreeze Condominiums (64 presold units) Gulfstream Development Partners | $265,823 | $265,823 | Ready | 354 days Form 3115 (DCN 224) for 2026 | Open → |
| 5 | Pecan Grove BTR phase 2 (40 homes) Brazos Rental Communities | $242,772 | $349,193 | 1 gap | none open | Open → |
| 6 | Juniper Hollow (24 for-sale homes) Wasatch Ridge Homes | $145,077 | $145,077 | Ready | 67 days Next lien date (UT) | Open → |
| 7 | Hays County spec inventory (5 homes) Brazos Rental Communities | $3,105 | $6,978 | 1 gap | 67 days Next lien date (TX) | Open → |
| 8 | Foothill rentals (4 unsold specs kept as rentals) Wasatch Ridge Homes | $0 | $38,004 | 2 gaps | none open | Open → |
| 9 | Sage Flats lots (40 lots) Wasatch Ridge Homes | $0 | $8,472 | 2 gaps | none open | Open → |
For-sale single-family, Utah County
S corp · small business (448(c)) · no REPS
$191,554
range $145k – $193k after fees
Build-to-rent communities, Central Texas
Partnership · small business (448(c)) · REPS
$847,044
range $696k – $1.05M after fees
Multifamily, medical office and condos, Gulf Coast
C corp · over the 448(c) threshold · no REPS
$1,949,453
range $1.86M – $2.32M after fees
as of Oct 26, 2026