Tax Filings — 2023-2025 Returns

Category
Financial
Date Raised
February 1, 2026
Date Resolved
Jason's Position

Late on 2+ years of filings. Jason is owed refunds (not owing). Accountant retained. Filing ASAP. Will provide access via shared disclosure folder, not ad-hoc email requests.

Joy's Position

Demands full access to 2023-2025 returns, drafts, and supporting documents.

Notes

Lateness creates leverage for Joy. Filing removes this pressure point. Refund claims have filing deadlines.

Priority
High
Resolution

Status
Under Discussion