Denise Opperman
advisor of Margaret
Contact
6linked records
5mentions
1question
2011–2026saved
What the account says about Denise
11 records, oldest first2011
Jan 8
Peg Ostrander
2025
Feb 4
Tax papers to Denise - her deadline
Mar 8
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…
Mar 16
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…
Mar 24
2024 taxes - Denise's summary
2026
Mar 8
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…
Mar 10
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…
Mar 27
2025 taxes - Denise's summary
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Facts
| First name | Denise |
|---|---|
| Last name | Opperman |
| Company | Opperman & Lyle CPAs |
| Job title | Accountant, CPA |
| Gender | Female |
| Comments | Wants everything by March 10. |
Phones
- number: '6085550119' variant: Work
Emails
- email: denise@oppermanlyle.example variant: Work
People
Peg OstranderDenise Opperman is advisor of Peg Ostrander
Appears with
People linked to the same records.
Nancy Haugen · 1 record Kurt Haugen · 1 record Stacy Haugen · 1 record Kristin Bakkum · 1 record Peter Haugen · 1 record Amy Wirtz · 1 record Matt · 1 record Barb Kuehl · 1 record Glenn Tollefson · 1 record Arlene Running · 1 record Joyce Kjelland · 1 record Aunt Bea · 1 recordQuestions
1
Questions whose supporting records include Denise or a record linked to them.
q154 What was our adjusted gross income?