To-do list

ID	P	Item	Target	Who/what	Professional	Status
OI-001	P1	Collect the outstanding 2025 K-1 (Sandpiper) detail Two of three K-1s are in; Sandpiper's short-year return is with the preparer. Action: Email the preparer; personal return extension runs to 10/15.	2026-09-15	Sandpiper Ventures LLC	CPA	open
OI-002	P1	Finish the 1120-S with the September books detail Extension deadline 9/15. P&L export is done; final review pending.	2026-09-15	Bluefin Consulting LLC	CPA	in progress
OI-003	P2	Start the truck mileage log detail Business-use % drives the vehicle deduction (RISK-004). Action: Any mileage app; note odometer today.	none			open
OI-004	P2	Corrected 1099-INT from Gulfstream Bank detail Bank issued the rental account's 1099 under Alex's SSN instead of the LLC's EIN. Bank has confirmed the error in writing; corrected form requested. Action: Nominee-report on Schedule B if the bank stalls.	none	742 Evergreen Ave LLC	CPA	open
OI-005	P3	Verify the loan autopay fired on Oct 1 detail Payment series was rebuilt; confirm the first monthly payment executes.	2026-10-02	Bluefin Solo 401(k) Trust		in progress

Value states: plain text = known unverified = working value, not confirmed unknown = not in the record Grey is not green.