$32,632

Est. Credit

50%

Medium Confidence

$3,263

Est. Commission

Lorenzo Rowcolumn avatar

Claims Accountant

Next Action

Progress

20% Complete
Lead
Docs
Review
Calculate
Verify
Agreement
Final Docs
Review
Verify
Payment
Amend
QC
CPA
Filed
Done

Step 4: FICA Tip Credit Calculation

Tax Year 2025

Credit (7.65%) $0.00

Tax Year 2024

Credit (7.65%) $0.00

Tax Year 2023

Credit (7.65%) $0.00
Total Credit $32,632.02
Review docs below
Client
JF
$29,368
Documentation
Assigned Rep
Unassigned
Assigned CPA
Assigned Accountant
Assigned Agent
Created
Feb 16th, 2026 at 6:27 PM
1 of 1 documents uploaded

Tax Year 2025

0 of 1 reviewed

W3

Note
Message to Client
Will notify:
JF
Joe(email, push)

Today

3 1 1 1
Progress update sent: 1/18 documents (6%)
Uploaded W-3 Summary 2025 by Joe Faron6
Entity type changed to . Document requests updated to match new requirements.
Joe Faron6 updated: entity type set to
Document
Fulfilled
Joe, please upload your tax documents (W-2s, tax returns, and Form 941s) so we can calculate your credit.
Feb 16 at 07:19 PM Requested by Zhana Tavberidze
Claim Details Updated
Joe Faron6 updated: claim value set to $32,632.02, effective fee rate from 'none' to '10.0', fee amount set to $3,263.20

Communication Log

10 recent
Channel Recipient Subject Status Sent Triggered By
Push Joe Faron6 New message from Joe Faron6 Sent about 3 hours ago Joe Faron6
Push Lorenzo Rowcolumn FTC Calculation Assigned: Miny Fish, Inc. (kyd) Sent about 3 hours ago Joe Faron6
In App Joe Faron6 New message from Joe Faron6 Delivered about 3 hours ago Joe Faron6
In App Lorenzo Rowcolumn FTC Calculation Assigned: Miny Fish, Inc. (kyd) Delivered about 3 hours ago Joe Faron6
Push Joe Faron6 Documents Required Sent about 3 hours ago Joe Faron6
Push Oscar Martinez New message from Zhana Tavberidze Sent about 3 hours ago Joe Faron6
Push Lorenzo Rowcolumn New message from Zhana Tavberidze Sent about 3 hours ago Joe Faron6
In App Joe Faron6 Documents Required Delivered about 3 hours ago Joe Faron6
In App Oscar Martinez New message from Zhana Tavberidze Delivered about 3 hours ago Joe Faron6
In App Lorenzo Rowcolumn New message from Zhana Tavberidze Delivered about 3 hours ago Joe Faron6

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