Internal Case Note
Buckeye Tax & Accounting Enterprises LLC
Breanna Hubbard
Tax Protection Plus Case #00074744 — Tax Year 2025
Consultation
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 | Consultation |
| 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.