Client directory
Stellar Finance Haus · Fictional firm preview
Fictional firm preview. Private staff records require an authorized staff account.
Services & Modules · Jordan Rivera
Fictional preview. Enabled services decide the client’s navigation, home cards, pages and Portal Center options.
- Personal Tax
- ON
- Business Tax
- ON
- Bookkeeping
- ON
- Act 60
- ON
- Residency Tracker
- ON
- Compliance
- ON
- Capital / Fundraising
- ON
Client overview
Close pipeline| Client | Books through | Act 60 | PR / Federal | Missing items | Next due | Health | |
|---|---|---|---|---|---|---|---|
| Jordan RiveraOceanline Ventures LLCElena Vázquez · Luis Morales | September 2026 | Current | Current | 2 | Oct 20 | Current94% | |
| Sofia BennettIsla Advisory GroupElena Vázquez · Luis Morales | September 2026 | Current | Current | 0 | Oct 20 | Current100% | |
| Marcus ChenNorthstar LabsElena Vázquez · Luis Morales | August 2026 | Attention Needed | Attention Needed | 5 | Oct 10 | Attention Needed76% | |
| Isabella TorresTorres HoldingsElena Vázquez · Luis Morales | September 2026 | Current | Current | 2 | Oct 31 | Current98% | |
| Alexander ReedReed CapitalElena Vázquez · Luis Morales | July 2026 | Overdue | Attention Needed | 5 | Oct 5 | Overdue58% | |
| Camila SantosSol CollectiveElena Vázquez · Luis Morales | September 2026 | Current | Current | 2 | Oct 20 | Current91% | |
| Daniel BrooksAtlas Export ServicesElena Vázquez · Luis Morales | August 2026 | Attention Needed | Current | 2 | Oct 15 | Attention Needed83% | |
| Olivia MartinezMar Verde InvestmentsElena Vázquez · Luis Morales | September 2026 | Current | Current | 0 | Nov 15 | Current100% |