Dataset viewer

Boris "Борис Аркадьевич (бухгалтер)" Shulman

advisor of Yulia
Contact
7linked records
2mentions
6questions
2019–2026saved

What the account says about Борис Аркадьевич (бухгалтер)

9 records, oldest first
2019
Yulia Zaretskaya (Me)
Юлия Андреевна Зарецкая, до брака Лаптева
2023
Boris - 2022
W-2 x2 (Pavel's still says Zaretckii - Boris says fine) 1098, 1099-INT property tax x4 FSA 5,000, aftercare receipts Шарташ: max balance, рубли
2025
Boris - 2024
W-2 x2, 1098, 1099-INT, 1099-DIV property tax 11,720 FSA 5,000 Russian account under 10k all year, he files FBAR anyway money to mom = gift, no form. he wants a list from now on
FBAR, как объяснил Борис:
если на ВСЕХ иностранных счетах в сумме больше $10,000 хоть один день. у меня не бывает, подаёт всё равно нужно: банк, адрес, номер счёта, максимальный остаток в рублях квартира не считается срок 15 апреля
2026
Boris - 2025, March 19, 5:30
W-2 x2 1098 - interest 9,449.05 1099-INT, 1099-DIV property tax 11,884 FSA 5,000 Шарташ справка - есть transfers to mom 2025 = 5,000 Boris: save each confirmation
Борис, таксы - 5:30 pm
FBAR за 2025 - проверить, что Борис подал
Boris letter 2025 return
Receipt · Борис Аркадьевич (бухгалтер)
Shulman - 2025 return + FBAR

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.

Comments

0

Comments are added in the local viewer; this copy is read-only.

Facts

First nameBoris
Last nameShulman
NicknameБорис Аркадьевич (бухгалтер)
CompanyPellbrook Tax & Accounting

Phones

- number: '2015550161'
  variant: Work

Emails

- email: boris@pellbrooktax.example
  variant: Work

Questions

6

Questions whose supporting records include Борис Аркадьевич (бухгалтер) or a record linked to them.

q016 I'm filling out the DS-11 for Vera's new passport. Give me what it asks about her and about us as parents. q019 Renewing my US passport - what's the number, issue date, name and place of birth printed on the current one? q055 What were Pavel's wages in 2025? q058 How much did I send my mom in 2025, and in how many transfers? q066 Сколько я перевела маме? q070 У нас есть завещание?
Traps and story · persona.yaml

spelled_differently Yulia is Юлия Зарецкая, Yulia Zaretskaya, ZARETSKAIA IULIIA, ZARETCKAIA IULIIA, ZARETSKAYA YULIYA and, on the diploma evaluation, Yuliya Lapteva. Pavel is Zaretsky, ZARETSKII and ZARETCKII. Tim is Timofey Zaretsky, ZARETSKII TIMOFEI, ZARETCKII TIMOFEI and Tim. Her mother is Мама, Галина Петровна Лаптева and LAPTEVA GALINA. Husband and son are Zaretsky, wife and daughter are Zaretskaya. Vera's birth certificate names her parents as Pavel Zaretckii and Iuliia Lapteva. Pavel's records show their owner as Паша, Tim's as Tim, the mother's as Мама. The closing statement, the payoff letter, the 1098, the mortgage statement, the car order and the old insurer's letter are all in the names they had before November 2022.

only_in_file In the files and nowhere in the records or notes: the registry record number on Tim's Russian birth certificate; the surname clause, record number and apostille number in the translated marriage certificate; the naturalization certificate numbers and A-numbers in the lawyer's letter; the cadastral number and registry number in the inheritance certificate (the 1/6 share is stated only there, though an old note says papa's half was split three ways); the account number and balances in the Russian bank's letters; the hurricane deductible, the 1,500 dollar theft limit for jewelry and the one scheduled pair of earrings in the home policy; the list of documents for Vera's citizenship in the agency's memo; the vitamin D result; the exchange rate in the transfer confirmation; the refund in the accountant's letter; the outstanding balance on the mortgage statement; the price of the house and its tax block and lot in the closing statement; Tim's placement test score; the orthopedist's phone on the ER paper; the handwritten date of the second payment on the Russian school's contract; her wages and withholding on the W-2; the Mazda's VIN on the car order; the diploma's number; the roof's check numbers; the 2025 transfers one by one.

One step out

document_subject →Boris letter 2025 return — Document; document_subjectBoris letter 2025 ret…receipt_subject →Receipt · Борис Аркадьевич (бухгалтер) — Receipt; receipt_subjectReceipt · Борис Аркад…note_subject →FBAR, как объяснил Борис: — Note; note_subjectFBAR, как объяснил Бо…note_subject →Boris - 2025, March 19, 5:30 — Note; note_subjectBoris - 2025, March 1…advisor ←Yulia Zaretskaya (Me) — Contact; advisorYulia Zaretskaya (Me)reminder_subject →Борис, таксы - 5:30 pm — Reminder; reminder_subjectБорис, таксы - 5:30 pmreminder_subject →FBAR за 2025 - проверить, что Борис подал — Reminder; reminder_subjectFBAR за 2025 - провер…Boris "Борис Аркадьевич (бухг…