Directory
Clients
34 of 34 clients shown.
| Client | Entity | Location | Preparer | Last contact | TY 2025 | Cross-sell |
|---|---|---|---|---|---|---|
| Rowan Ashcombe CL-0101 | Ind | Northport, NY | Marisol Quist | 2026-02-10 | Ready for review | |
| Marisol & Elias Delacroix CL-0102 | MFJ | Huntington, NY | Theo Bramwell | 2026-02-15 | In preparation | Realty |
| Harborline Metalwork LLC CL-0103 | S-corp | Bay Shore, NY | Marisol Quist | 2026-02-17 | Documents requested | |
| Theo Bramwell CL-0104 | Sole Prop | Islip, NY | Theo Bramwell | 2026-01-30 | Awaiting e-signature | |
| Cassian Osterlund CL-0105 | Ind | Los Angeles, CA | Marisol Quist | 2026-02-11 | Filed | |
| Suffolk Ridge Landscaping CL-0106 | SMLLC | Smithtown, NY | Theo Bramwell | 2026-02-14 | Documents complete | |
| Nadia & Ulric Marchetti CL-0107 | MFJ | Bay Ridge, NY | Marisol Quist | 2026-02-13 | Client review | |
| August Fenwick CL-0108 | Ind | Miami, FL | Theo Bramwell | 2026-02-16 | In preparation | Realty |
| Northport Bakery CL-0109 | SMLLC | Northport, NY | Marisol Quist | 2026-02-09 | Ready to file | |
| Corinne Rocher CL-0110 | Ind | Huntington, NY | Theo Bramwell | 2026-02-08 | Intake | |
| Wexler & Halberg Design CL-0111 | Ptnr | Astoria, NY | Marisol Quist | 2026-02-05 | Ready for review | |
| Bram Sundstrom CL-0112 | Sole Prop | Riverhead, NY | Theo Bramwell | 2026-01-28 | Reviewer changes requested | |
| Ines & Piers Renneker CL-0113 | MFJ | San Diego, CA | Marisol Quist | 2026-02-12 | Accepted | |
| Milo Torvik CL-0114 | Ind | Patchogue, NY | Theo Bramwell | 2026-02-01 | Documents requested | |
| Coastline Freight LLC CL-0115 | S-corp | Islip, NY | Marisol Quist | 2026-02-16 | Documents requested | |
| Freya Pescatore CL-0116 | Ind | Huntington, NY | Theo Bramwell | 2026-02-04 | In preparation | |
| Elena Kestrel CL-0117 | Ind | Los Angeles, CA | Marisol Quist | 2026-02-14 | Client review | |
| Ostrander Property Group CL-0118 | S-corp | Northport, NY | Theo Bramwell | 2026-02-17 | In preparation | Realty |
| Anselm Malinowski CL-0119 | Ind | Smithtown, NY | Marisol Quist | 2026-02-15 | Awaiting e-signature | |
| Nora Weatherford CL-0120 | Ind | Bay Shore, NY | Theo Bramwell | 2026-02-11 | Accepted | |
| Sag Harbor Millwork Co. CL-0121 | SMLLC | Northport, NY | Marisol Quist | 2026-02-06 | Documents complete | |
| Ephraim & Astrid Corvino CL-0122 | MFJ | Huntington, NY | Theo Bramwell | 2026-02-16 | Ready for review | |
| Wren Farnham CL-0123 | Ind | Islip, NY | Marisol Quist | 2026-01-25 | In preparation | |
| Farnham Tile & Stone CL-0124 | S-corp | Islip, NY | Marisol Quist | 2026-02-13 | Client review | |
| Juno Ostrander CL-0125 | Ind | Riverhead, NY | Theo Bramwell | 2026-02-10 | Awaiting e-signature | |
| Piers Villareal CL-0126 | Ind | Tampa, FL | Marisol Quist | 2026-02-07 | In preparation | |
| Cleo Bergstrom CL-0127 | Ind | Smithtown, NY | Theo Bramwell | 2026-02-14 | Documents complete | |
| Kestrel Print Studio CL-0128 | SMLLC | Huntington, NY | Marisol Quist | 2026-02-12 | Reviewer changes requested | |
| Roan Pentland CL-0129 | Ind | Northport, NY | Theo Bramwell | 2026-02-09 | Accepted | |
| Blue Point Marine Services CL-0130 | S-corp | Bay Shore, NY | Marisol Quist | 2026-02-17 | Documents requested | |
| Tobias Rowbotham CL-0131 | Ind | Patchogue, NY | Theo Bramwell | 2026-02-03 | Ready for review | |
| Renata Sivertsen CL-0132 | Ind | Oakland, CA | Marisol Quist | 2026-02-13 | Awaiting e-signature | |
| Corvino Family Trattoria CL-0133 | S-corp | Huntington, NY | Theo Bramwell | 2026-02-16 | Accepted | |
| Isolde Cranshaw CL-0134 | Ind | Bay Ridge, NY | Marisol Quist | 2026-02-15 | Intake |