Doug L in Macungie
Level 1
11-29-2024
09:23 AM
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1. Page #2 of the short organizer asks clients for 2023 amounts. All topics listed below the header should state 2024 or 2023.
2. For all pages of the long organizer, 2023 tax data is not being transferred and is reflected in the 2023 data columns.
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