rbynaker
Level 14
03-19-2022
09:16 AM
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@dkh wrote:
My favorite...sticky notes attached to each document "This is my W2" "This is my interest income"
Hey, at least they opened the mail! 🙂 I have a couple OCD post-it folks but way more clients who just give me a pile of unopened mail. Some of the envelopes even have tax documents! Or mortgage bills. Dividend checks. Your car warranty has expired. You know the drill.