Internal Case Note
Buckeye Tax & Accounting Enterprises LLC
Breanna Hubbard
Tax Protection Plus Case #00074744 — Tax Year 2025
TPP
Strategy Review
Client Information
| Client Name | Breanna Hubbard |
| SSN | 296-02-2084 |
| Tax Year | 2025 |
| Filing Status | Head of Household |
| Original AGI | $27,695 |
| Amended AGI | $31,550 |
Original Return
| Return Started | January 22, 2026 |
| Paid, Signed & Transmitted | January 22, 2026 |
| DCN | 00345560000216 |
| RSN | 0220000000010001 |
| Submission ID | 34556020260222v3wpppu |
| Refund Amount | $11,550 |
| Disbursement Method | Direct Deposit (Checking) |
| Routing Number | 096017418 |
| Account Number | 11052617955535352 |
Amended Return
| Reason for Amendment | Additional W-2 received after filing |
| Amended / Signed / Transmitted | February 25, 2026 |
| DCN | 00345560000216 |
| RSN | 0560000000050001 |
| Submission ID | 34556020260563ajsb01 |
| Balance Due | $758 |
| Payment Method | Direct Debit (Checking) |
| Routing Number | 041200050 |
| Account Number | 7975952743 |
| Payment Confirmation | Confirmed via client's bank statement |
Tax Resolution Case (Tax Protection Plus)
| Case Number | #00074744 |
| Case Status | Strategy Review |
| Tax Authority | IRS |
| Tax Year | 2025 |
| Case Contact | Julie Leck |
| Contact Email | julie.leck@taxprotectionplus.com |
| Contact Phone | (336) 619-9761 |
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.
8/12/2026Ms. Hubbard came into the office today after our phone call with Julie on this case. We logged into ID.me and obtained the original CP22A. This was uploaded to TPP along with all available transcripts. A preparer statement was also created and submitted. It appears that the IRS is not applying the non-refundable credits to this amended return.
8/13/20268821 Fax Confirmation
8/26/2026Email was received from Julie. Nothing is needed and they apologize for any delay in processing the case.
8/28/20262848 Fax Confirmation
8/31/2026Received an email from Julie because the case owner was thing this was a preparer error claim. After talking with Julie, it was an intake assignemnt error and they mistook my preparer statement as a preparer error statement. She is communicating with the case owner.
9/16/2026Hey Daniel,
Re: Breanna Hubbard
I just received a request for additional documents on this case. Can you please upload a copy of the W2 for $3,585, which created a need for the amended return?
Below is a list of documents we need to proceed with your client's case.
- Provide a copy of the additional W2 recieved used on the 1040X: amended tax return resulting in a $3,585 increase.
Please do not email sensitive information. Please use the secure link below to upload the documents. If you have any questions, let me know.
Schedule a call with me
Secure Upload Link: https://taxprotectionplus.com/uploads?Account=001Ux00000C4P2XIAV&Case_Number=00074744&Value=0234
Case Number: 00074744 Have a great day!
Julie Leck
Case Coordinator
Tax Protection Plus
Office (866)942-8348 ext. 9761
Fax (850)424-1420
http://www.taxprotectionplus.com
Re: Breanna Hubbard
I just received a request for additional documents on this case. Can you please upload a copy of the W2 for $3,585, which created a need for the amended return?
Below is a list of documents we need to proceed with your client's case.
- Provide a copy of the additional W2 recieved used on the 1040X: amended tax return resulting in a $3,585 increase.
Please do not email sensitive information. Please use the secure link below to upload the documents. If you have any questions, let me know.
Schedule a call with me
Secure Upload Link: https://taxprotectionplus.com/uploads?Account=001Ux00000C4P2XIAV&Case_Number=00074744&Value=0234
Case Number: 00074744 Have a great day!
Julie Leck
Case Coordinator
Tax Protection Plus
Office (866)942-8348 ext. 9761
Fax (850)424-1420
http://www.taxprotectionplus.com
9/18/2026Julie requested a copy of the W-2 used on the amended return.