Internal Case Note
Buckeye Tax & Accounting Enterprises LLC
Tiffany Rozzano
Tax Protection Plus Case #00073964 — Tax Year 2022
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 — 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."