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Buckeye Tax & Accounting Enterprises LLC β€” Tax Protection Plus & Internal cases

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Tiffany Rozzano

Tax Protection Plus Case #00073964 β€” Tax Year 2022
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TPP
Preparing Response

Client Information

Client Name Tiffany Rozzano
SSN 092-64-8753
Tax Year 2022
Filing Status Married Filing Separately
AGI $52,530

Return Timeline

Return Started November 6, 2023
Paid, Signed & Transmitted June 5, 2024
Electronically Filed June 5, 2024
IRS Acknowledgment (Accepted) June 5, 2024

E-File Identifiers

DCN 00345560067273
RSN 15700000000010001
Submission ID 3455602024157rqyatbg

Refund & Direct Deposit

Refund Amount $371
Disbursement Method Direct Deposit
Routing Number 041215016
Account Number 02471775551

Tax Resolution Case (Tax Protection Plus)

Case Number #00073964
Case Status Preparing Response
Tax Authority IRS
Tax Year 2022
Case Contact Julie Leck
Contact Email julie.leck@taxprotectionplus.com
Contact Phone (336) 619-9761

Notes

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 β€” 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.

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