Ross Tax Pro

ROSS TAX PRO

254-Tax Consultants

Andreaa Chan'nel, MPA

EFIN 748335 · P03215544

ROSS TAX PRO SOFTWARE · 254-Tax Consultants · EFIN 748335

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254-Tax Consultants · EFIN 748335

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Welcome, Kaylon A. Cole

ACTION REQUIRED — Dependent SSNs Needed

To complete your Form 8867 Due Diligence and transmit your tax returns for TY2025 and TY2024, please enter the Social Security Numbers for your dependents below. This is required by the IRS under IRC §32 (Earned Income Credit) and IRC §24 (Child Tax Credit).

$12,000

Total Refund (Both Years)

2

Returns Pending

2

SSNs Required

Jeremiah Cole
DOB: 01/27/2019son

CREDITS ENABLED BY THIS SSN

Child Tax Credit (IRC §24)Earned Income Credit (IRC §32)Form 8867 Due Diligence
C'hannah Cole
DOB: 10/15/2015daughter

CREDITS ENABLED BY THIS SSN

Child Tax Credit (IRC §24)Earned Income Credit (IRC §32)Form 8867 Due Diligence

DATA SECURITY & PRIVACY DISCLOSURE — IRC §7216 · IRS Pub. 4557

The Social Security Numbers you provide are collected solely for the purpose of preparing and filing your federal income tax returns under IRC §6109 and are required by the IRS for processing credits claimed under IRC §24 (Child Tax Credit) and IRC §32 (Earned Income Credit).

Your data is encrypted using AES-256-GCM encryption per IRS Publication 4557 (Safeguarding Taxpayer Data). Ross Tax Pro Software maintains a Written Information Security Plan (WISP) in compliance with the FTC Safeguards Rule (16 CFR Part 314).

Your SSNs will not be shared with any third party except the IRS, Santa Barbara Tax Products Group (SBTPG) for refund settlement, and any state taxing authority as required by law. You may request deletion of your data per our Data Retention Policy.

Ross Tax Pro Software · 254-Tax Consultants · EFIN 748335 · PTIN P03215544

2509 Cody Poe Rd Unit B, Killeen, TX 76549 · (512) 489-6749 · [email protected]

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Andreaa Chan'nel, MPA
Role:ERO Admin
PTIN:P03215544
EFIN:748335
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EFIN 748335 · TY2025