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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)
2023: IRS refund; Toledo BD (paper-file only)
Blocking item / next step
Need direct deposit info; also awaiting 2024 & 2025 info. Spoke with client. Hew is out of town and will call to schedule next week when he is back.
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