Structure Client Tax Notes
Paste the client email or forward the thread. Optionally describe which organizer sections still empty so follow ups stay targeted.
Begin forwarded message
On Wednesday, January 8, 2026, Riley Ng riley.ng@email.com wrote:
Total W2 wages around 148k from Apex Solutions, maybe 148500 with bonus I think posted in December. Side consulting 7200 cash from two gigs. Mortgage interest 9100 from Citywide Bank. Also paid 4200 in daycare but not sure if flex account matters.
End forwarded message
Need bullet list of solid numbers vs unclear items.
On Wednesday, January 8, 2026, Riley Ng riley.ng@email.com wrote:
Total W2 wages around 148k from Apex Solutions, maybe 148500 with bonus I think posted in December. Side consulting 7200 cash from two gigs. Mortgage interest 9100 from Citywide Bank. Also paid 4200 in daycare but not sure if flex account matters.
End forwarded message
Need bullet list of solid numbers vs unclear items.
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