Valim - Interactive demo

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Sinclair & Wu Architecture2
Kestrel Property Holdings LLC1
Okonkwo Dental Group, P.C.1
Cascade Freight Partners3
Marisol Vega4
Teller & Sons Hardware3
Avery Sinclair7
Dmitri Volkov2
Bellweather Coffee Co.4
Ingrid Halvorsen3
Harborlight Physiotherapy LLC3
Lantern Bay Rentals LLC2
Juniper Lane Bakery LLC1
Northgate Studio Partners2

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Tasks

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Current Open All

Reconcile RSU basis against the W-2
Broker reporting $0 basis on vested shares.
Ongoing
Crypto: separate staking income from disposals
Ongoing
- Remove four mis-flagged wallet transfers
  Completed

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Exchange transaction export — 2026.pdf
884 KB · added Sep 29

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2026 Tax Returns9Completed3In-progress1Not started3Under extension