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Client
Year(s)
Status
Green — ready / near-ready
Yellow — awaiting info
Red — substantive work
Blue — new client onboarding
Results (as prepared)
2025 fed BD $786/OH ref $219. 2024 amended: fed BD $3,753/OH ref $39. 2023 unknown.
Blocking item / next step
Updated ID needed; prepare 2023, then file 1040-X and 2025.
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