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Denise Opperman

advisor of Margaret
Contact
6linked records
5mentions
1question
2011–2026saved

What the account says about Denise

11 records, oldest first
2011
Peg Ostrander
2012
Opperman & Lyle - the client portal
Where I upload the tax papers and Denise leaves the finished returns.
2017
Retirement: the paperwork, as of the first Sunday of it. All of this went throu…
…gh the district benefits office and the state retirement system, and I have a folder for each. 1. Pension (Wisconsin Retirement System): application filed in March. I chose the option that keeps paying Ray if I go first; the amount is on the annuity statement. First payment July 1, by direct deposit to the credit un…
2021
Tax returns
2010-2019 paper, basement cabinet, bottom drawer 2020 on - Denise's portal has them. I only keep her summary letter here
2025
Tax papers to Denise - her deadline
Taxes: the folder went to Denise yesterday. What was in it, as a checklist for…
…next year: 1. My pension statement (the state's 1099-R). 2. Both Social Security statements. 3. The 1099s from Pemberwick: my IRA, Ray's IRA, the trust account. 4. Interest from the credit union. 5. Property tax receipts: Hawkstone Drive, both halves; the cabin, in full. 6. The church's giving statement, and the yea…
The guild show was Friday and Saturday at the fairgrounds. I hung quilts on Thu…
…rsday for five hours with Connie, and my back has opinions. I entered June's baby quilt, borrowed back from Portland for the purpose. It took a third in its class. Pat Hering stood in front of it for some time and then said that the machine work was "very even." The taxes went to Denise on the 7th. R.'s labs are Tu…
2024 taxes - Denise's summary
2026
The taxes go to Denise tomorrow. This is the first year the government requires…
…R. to take money out of his retirement account whether he wants it or not, and he regards that as an impertinence. Tom Kittleson has arranged it in installments. R. said, "I saved it so I wouldn't have to spend it." The RAV4 sat in the garage for the three weeks we were in Gulf Shores with the truck and has sulked e…
Taxes for 2025: the folder went to Denise yesterday, complete.
This year is the first in which Ray MUST take money out of his IRA. - The amount for the year is worked out by Pemberwick from the balance at the end of December and his age. Ask Tom Kittleson, not the custodian. - Tom is sending it in four pieces through the year, to our checking account, with tax already taken off e…
2025 taxes - Denise's summary

Linked records are confirmed graph links; the arrow and name are the link the app receives. A mention is only a text match on the name and is never treated as a link.

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Facts

First nameDenise
Last nameOpperman
CompanyOpperman & Lyle CPAs
Job titleAccountant, CPA
GenderFemale
CommentsWants everything by March 10.

Phones

- number: '6085550119'
  variant: Work

Emails

- email: denise@oppermanlyle.example
  variant: Work

Questions

1

Questions whose supporting records include Denise or a record linked to them.

q154 What was our adjusted gross income?
Traps and story · persona.yaml

near_duplicate Each current policy sits next to last year's. Peg has an old and a new passport. Two diamond solitaire rings, hers and her mother's. Old and new doses of the same drug. Two jewelry appraisals eight years apart, whose names no longer say which is current. Two years of the accountant's summary. The 2019 wills and the 2003 ones are both still in the grey box, per two notes. Not every expired policy is labelled as such any more; the dates say it.

too_many Receipts (338), health records (77), bills (52), service receipts (38), warranties (31), vaccinations (28), mileage readings (26), electronics (26), jewelry (20). A question about "all" of any of these cannot be answered from a partial read; a good answer gives the whole list or says the list is partial.

only_in_file The facts kept in one file and nowhere else. The long-term care daily benefit ($272.27) is only on the schedule. The life policy's cash value is only on its statement. The cabin's wind deductible ($7,700) and its theft and tree limits are only on its declarations. The house policy's jewelry sublimit, water backup limit and the rule about leaving the house empty in winter (condition 6.4, on page 5 of 8) are only in the policy. Ray's LDL of 68 is only on the lab sheet. Adjusted gross income for 2025 ($116,640) and for 2024 ($109,870) is only in each year's summary. The truck's title number is only on the title (that there is no lien also follows from the purchase receipt's "no loan"). The value of Peg's IRA is only on its statement. The septic system's design and the county's three-year pumping rule are only on the permit.

1977-08-20Peg Haugen and Ray Ostrander marry in La Crosse. Ray bought the engagement ring that May.
2017-06-09Peg retires after 31 years as librarian at Tamarack Hill Elementary.

One step out

document_subject →2025 taxes - Denise's summary — Document; document_subject2025 taxes - Denise's…note_subject →Taxes: the folder went to Denise yesterday. What was in it, as a checklist for… — Note; note_subjectTaxes: the folder wen…note_subject →Taxes for 2025: the folder went to Denise yesterday, complete. — Note; note_subjectTaxes for 2025: the f…assign_to ←Opperman & Lyle - the client portal — Passcode; assign_toOpperman & Lyle - the…advisor ←Peg Ostrander — Contact; advisorPeg Ostranderreminder_subject →Tax papers to Denise - her deadline — Reminder; reminder_subjectTax papers to Denise …Denise Opperman