Draft Review — 2025
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Returns
8
No draft
4
Received
1
In review
1
Comments sent
1
Cleared to file
1
1 open difference
and 2 open questions
across 4 drafts in hand.
Every difference is raised, however small — materiality is your call on each one, recorded per check.
“Not evaluable” counts checks whose figures have not been keyed off the draft yet;
they are outstanding, not agreed.
Record a received draft
Draft Review — 2025
8 returns · printed
| Entity | Office | Form | Draft | Received | Preparer | Status | Open diffs | Material | Not evaluable | Questions | Keyed | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Harbor Equities LLC | Charlotte | 1065 | v1 | 2026-10-06 | Lakeside CPA Group | Draft received | 27 | Review → | ||||
| Harbor LP | Charlotte | 1065 | v1 | 2026-09-27 | Lakeside CPA Group | In review | 1 | 20 | 1 | 14 | Review → | |
| Northwind Credit LLC | Charlotte | 1065 | — | Lakeside CPA Group | No draft | |||||||
| Northwind Family LP | Charlotte | 1065 | v2 of 2 | 2026-08-22 | Lakeside CPA Group | Cleared to file | 20 | 14 | Review → | |||
| Northwind Foundation | Charlotte | 990 | — | Lakeside CPA Group | No draft | |||||||
| Northwind Growth Trust | Charlotte | — | — | Lakeside CPA Group | No draft | |||||||
| Northwind Holdings LLC | Charlotte | 1065 | v1 | 2026-09-19 | Lakeside CPA Group | Comments sent | 1 | 24 | 1 | 15 | Review → | |
| Northwind Legacy Trust | Charlotte | — | — | Lakeside CPA Group | No draft |