6/5/2024Return was e-filed and accepted by the IRS same day with a refund of $371 set up for direct deposit per the routing/account information above. An IRS tax resolution case has since been opened through Tax Protection Plus (Case #00073964) for this tax year.

7/15/2026Case reassigned to Julie Leck and moved to "Consultation" status. Welcome packet has been downloaded and signatures have been requested from the client. Underlying notice/issue details pending — to be updated once known.

7/17/2026Forms 2848 and 8821 from the welcome packet were signed and uploaded. Upon logging into the Tax Protection Plus system, a request was found for a hand-signed copy of the 2022 tax return (all forms and schedules) along with the e-file confirmation. Form 9325 (confirming the 2022 e-filed return) was obtained via the Drake support website. Tiffany signed the 2022 tax return at her appointment; the signed return and Form 9325 were uploaded to Tax Protection Plus.

8/4/2026Case status updated to "Preparing Response."

8/12/2026Per the conversation with Julie today, the team is receiving problems pulling transcripts from tax year 2022.

8/26/2026Email received by Julie. No update at this time. The transcript pulls continue to fail. They are looking into it.

9/1/2026Received notification that a new document was available.

9/2/2026Sent an email to Julie. Confusion on why we need a new 2848 listing the same reps on it. Also, they want a signature from Heather and this is a MFS return and we have never prepared a return for Heather!

9/2/2026We can ignore the 2848 for Heather. The 2848 for Tiffany was rejected and needs to be resent.

9/2/20262848 for Tiffany was re-uploaded.

9/2/20262848 for Tiffany was re-uploaded.