Internal Case Note

Buckeye Tax & Accounting Enterprises LLC

Breanna Hubbard

Tax Protection Plus Case #00074744 — Tax Year 2025

Done editing

Consultation

Client Information

Client Name
SSN
Tax Year
Filing Status
Original AGI
Amended AGI

Original Return

Return Started
Paid, Signed & Transmitted
DCN
RSN
Submission ID
Refund Amount
Disbursement Method
Routing Number
Account Number

Amended Return

Reason for Amendment
Amended / Signed / Transmitted
DCN
RSN
Submission ID
Balance Due
Payment Method
Routing Number
Account Number
Payment Confirmation

Tax Resolution Case (Tax Protection Plus)

Case Number
Case Status
Tax Authority
Tax Year
Case Contact
Contact Email
Contact Phone

Notes

7/20/2026After the original return was filed, an additional W-2 was received, requiring the return to be amended. The amended return was signed, transmitted, and reflects a balance due of $758, which was direct debited from the client's checking account. Payment has been confirmed via the client's bank statement. This case has since been submitted to Tax Protection Plus (Case #00074744) for resolution.

8/4/2026Case moved to "Consultation" status and reassigned to Julie Leck. Welcome packet has been received, and Forms 2848 and 8821 have been signed and uploaded.