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Houston office/Saturday, October 3, 2026

Document intake

Each document belongs to a service case and a review trail.

DocumentCaseReview statusAdded
2025_tax_organizer.pdf

6 pages

T-2291ReviewedOct 02
engagement_letter_signed.pdf

2 pages

T-2291ReviewedOct 01
september_bank_statement.pdf

4 pages

B-0410Needs reviewOct 02
client_evidence.pdf

3 pages

C-1130ReviewedOct 01

Sample document entries only. Files are not stored, scanned or extracted in this first preview.