Demo Firm, LLP · 10 returns
Sam Cortez — landlord (W-2 + rental Schedule E)
2024
Eleanor Whitfield — retiree (Social Security + 1099-R)
2024
Marcus Reed — freelance ops consultant (Schedule C)
2024
Anil & Priya Patel — MFJ, mortgage + 2 dependents
2024
Jordan Lee — staff designer (W-2 single filer)
2024
Margaret Chen (partner, Walden Capital) — HNW Kitchen Sink Demo
2023
Margaret Chen (partner, Walden Capital) — HNW Kitchen Sink Demo
2024
Demo Partners LLC
2024
Patricia & James Whitfield
2024
Alex Rivera
2024
| Client | Confidence | Variance | Complexity | Preparer | Workflow | |||
|---|---|---|---|---|---|---|---|---|
| Sam Cortez — landlord (W-2 + rental Schedule E) | 2024 | Partner review | 98% | 0 | — | Demo Owner | Workflow | 2026-07-27 |
| Eleanor Whitfield — retiree (Social Security + 1099-R) | 2024 | Partner review | 99% | 0 | — | Demo Owner | Workflow | 2026-07-27 |
| Marcus Reed — freelance ops consultant (Schedule C) | 2024 | Partner review | 98% | 0 | — | Demo Owner | Workflow | 2026-07-27 |
| Anil & Priya Patel — MFJ, mortgage + 2 dependents | 2024 | Partner review | 99% | 0 | — | Demo Owner | Workflow | 2026-07-27 |
| Jordan Lee — staff designer (W-2 single filer) | 2024 | Partner review | 99% | 0 | — | Demo Owner | Workflow | 2026-07-27 |
| Margaret Chen (partner, Walden Capital) — HNW Kitchen Sink Demo | 2023 | Complete | 99% | 0 | — | Demo Owner | Workflow | 2026-07-27 |
| Margaret Chen (partner, Walden Capital) — HNW Kitchen Sink Demo | 2024 | Partner review | 98% | 0 | — | Demo Owner | Workflow | 2026-07-27 |
| Demo Partners LLC | 2024 | Partner review | 97% | 0 | — | Demo Owner | Workflow | 2026-07-27 |
| Patricia & James Whitfield | 2024 | In progress | 98% | 0 | — | Demo Owner | Workflow | 2026-07-27 |
| Alex Rivera | 2024 | In progress | 99% | 0 | — | Demo Owner | Workflow | 2026-07-27 |