Client record
David Kim
Review filing details, send Form 8879, and prepare supporting documents for this return.
Filing status
Married Filing Jointly
Federal return profile
Refund amount
$6,145
Projected federal refund
Gross income
$198,400
Reported household income
Return details
Core client details used during signature collection and custom document preparation.
- Client email
- david.kim@email.com
- Tax year
- 2025 individual return
- Preparer
- Robert Martinez, CPA
- Form 8879
- Sent and waiting on client signature.