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CntDateSiteStateTax
Year		Last NameStatusNotesInitial to Resonse (hours)STAP account to complete (days)LeadNotes
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1AlvinOK2025CordellDoneNR. Worked with 1 W2 in state. 11Susan
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2Parker WilliamsLA2023HillDroppedClient too late with data STAP stopped for year0.5Spencer
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3Parker WilliamsLA2024HillDoneRes of LA. Elderly w/ W2, IRA, Pension and SSA0.51Spencer
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4Parker WilliamsLA2025HillDoneRes of LA. Elderly w/ W2, IRA, Pension and SSA0.51Spencer
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5Parker WilliamsIA2025TorresDoneNR. Worked with 1 W2 in state0.81Susan
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6Parker WilliamsKY2025TorresDoneNR. Worked with 1 W2 in state194SusanHad to send follow up email after 5 days. She forgot
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7Parker WilliamsSC2025TorresDoneNR. Worked with 1 W2 in state0.51Susan
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8WebsterPA2024CintronDonePR. MFS. Worked with 1 W2 in state41SusanNo Refund. Paper return
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9WebsterMI2025HunterDoneRes of MI. MFJ0.56SusanPrinted from PW
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10March 13Parker WilliamsID2025DroppedSTAP never responded. OK, since refund was $10 LisaClient doing paper return.
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11March 19PearlandVA2025ValentineDone10.1Rob
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12March 19PearlandVA2025TaylorDone10.5Rob
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13March 19AlvinNC2025BurggaafDone208.4
Joann/Jerry
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14March 19AlvinCO2025GillisDone2.50.1
Joann/Jerry
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15March 19PasadenaLA2025ColeDone120.5Maryann
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16March 20PearlandVA2025PotoukianDone0.31Rob
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17March 25WebsterWI2025
Christopher
DoneClient has two state returns6.62Debra
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18March 25WebsterSC2025
Christopher
DoneClient has two state returns600.5Debra
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19March 29PearlandMS2025KarlaSTAP reviewer working returnclient looking for possible itemized deductions10.9Rob
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Average7.31.8
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Min0.30.1
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Max608.4
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