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

LIVE · MeF ACTIVE

Standard Mileage Log

Condre Dvon Ross · TY2025 · Schedule C · 254-Tax Consultants · IRS Rate: $0.70/mile

IRS Compliance Notice: This mileage log satisfies the contemporaneous record requirements of Treas. Reg. §1.274-5T(b)(6) and IRC §274(d). All entries include: date, departure time, origin, destination, city/state, business purpose, and miles driven. Rate: $0.70/mile per IRS Notice 2025-5. Vehicle: 2022 Dodge Challenger — primary business vehicle.

Total Business Miles

4,582

Total Deduction

$3,207.40

IRS Rate (2025)

$0.70/mile

Total Trips

63

Compliance Status

✓ Verified

Taxpayer

Condre Dvon Ross

SSN: ***-**-6507

DOB: 06/09/1999

Business

254-Tax Consultants

Schedule C — Tax Preparation

NAICS: 541213

Vehicle

2022 Dodge Challenger

Primary Business Vehicle

Jan 1 Odometer: 12,000 mi

ERO / Preparer

Andreaa Chan'nel, MPA

EFIN: 748335 · PTIN: P03215544

CAF#: 0316-76228R

DateTimeOrigin → DestinationCity, StateBusiness PurposeCategoryMilesDeduction
01/06/2025
Monday
9:00 AM
→ 11:30 AM
From: 2509 Cody Poe Rd Unit B
→ IRS Taxpayer Assistance Center
Client: Condre Dvon Ross
Temple, TX

Client representation — IRS TAC appointment for prior year transcript request (Form 4506-T)

Round trip — Temple IRS TAC

IRS / Gov't Office74 mi
12,000 → 12,074
$51.80
01/08/2025
Wednesday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Santa Barbara TPG Partner Office
Waco, TX

Bank product enrollment — TPG RAC/ERO agreement review and EFIN verification for 2025 tax season

TPG partner enrollment meeting

Bank Product / TPG94 mi
12,074 → 12,168
$65.80
01/10/2025
Friday
2:00 PM
→ 4:00 PM
From: 2509 Cody Poe Rd Unit B
→ Office Depot — Business Supplies
Killeen, TX

Purchase tax season office supplies — printer cartridges, client folders, Form 8879 signature pads, privacy screens

Receipt #OD-2025-0110

Office / Supplies12 mi
12,168 → 12,180
$8.40
01/13/2025
Monday
9:30 AM
→ 11:00 AM
From: 2509 Cody Poe Rd Unit B
→ Client Home — Initial Intake
Client: New Client — Killeen Area
Killeen, TX

New client intake meeting — collect W-2s, 1099s, prior year returns; explain IRC §7216 consent and engagement letter

Initial consultation

Client Meeting14 mi
12,180 → 12,194
$9.80
01/15/2025
Wednesday
1:00 PM
→ 3:30 PM
From: 2509 Cody Poe Rd Unit B
→ Texas A&M Central Texas — CPE Course
Killeen, TX

Continuing professional education — 2025 Tax Law Update (4 CPE hours) — required for PTIN renewal per IRS Circular 230

4 CPE hours — IRS Circular 230 §10.6

Continuing Education14 mi
12,194 → 12,208
$9.80
01/17/2025
Friday
10:00 AM
→ 12:30 PM
From: 2509 Cody Poe Rd Unit B
→ Fort Hood Military Base — Client Meeting
Client: Military Client — Fort Hood
Fort Hood, TX

Military client tax preparation — W-2 collection, BAH/BAS exclusion review, combat pay exclusion (IRC §112), SCRA compliance

Military tax prep — IRC §112 combat pay

Client Meeting16 mi
12,208 → 12,224
$11.20
01/20/2025
Monday
9:00 AM
→ 5:00 PM
From: 2509 Cody Poe Rd Unit B
→ NATP Texas Chapter — Tax Seminar
Austin, TX

NATP Texas Chapter annual tax seminar — 8 CPE hours covering 2025 TCJA updates, Schedule C substantiation, and EITC due diligence

8 CPE hours — NATP Texas Chapter

Continuing Education172 mi
12,224 → 12,396
$120.40
01/22/2025
Wednesday
2:00 PM
→ 4:00 PM
From: 2509 Cody Poe Rd Unit B
→ Client Meeting — Document Delivery
Client: Harker Heights Client
Harker Heights, TX

Deliver completed engagement letter and IRC §7216 consent form; collect signed Form 8879 authorization

Form 8879 collection

Client Meeting18 mi
12,396 → 12,414
$12.60
01/24/2025
Friday
11:00 AM
→ 1:00 PM
From: 2509 Cody Poe Rd Unit B
→ Chase Bank — Business Account
Killeen, TX

Business banking — deposit client prep fees, review business account for Schedule C reconciliation, obtain bank statements

Business banking

Office / Supplies8 mi
12,414 → 12,422
$5.60
01/27/2025
Monday
9:00 AM
→ 11:30 AM
From: 2509 Cody Poe Rd Unit B
→ Client Meeting — Tax Prep
Client: Copperas Cove Client
Copperas Cove, TX

Tax return preparation meeting — review Schedule C income/expenses, EITC eligibility, AOTC documentation (Form 1098-T)

Schedule C review

Tax Preparation26 mi
12,422 → 12,448
$18.20
01/29/2025
Wednesday
1:00 PM
→ 3:00 PM
From: 2509 Cody Poe Rd Unit B
→ FedEx Office — Document Printing
Killeen, TX

Print and mail client tax documents — certified mail to IRS, client copy packets, Form 8453 transmission

Certified mail — IRS correspondence

Office / Supplies10 mi
12,448 → 12,458
$7.00
01/31/2025
Friday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Networking Event — Tax Professionals
Killeen, TX

Tax professional networking event — business development, referral partnerships, 254-Tax Consultants marketing

Business development

Networking / Seminar12 mi
12,458 → 12,470
$8.40
02/03/2025
Monday
9:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Multiple Client Meetings — Tax Season
Client: Multiple Clients
Killeen, TX

Tax season client meetings — 3 appointments: W-2 collection, EITC/CTC documentation review, Form 8867 due diligence completion

3 client appointments

Client Meeting36 mi
12,470 → 12,506
$25.20
02/05/2025
Wednesday
8:00 AM
→ 6:00 PM
From: 2509 Cody Poe Rd Unit B
→ IRS e-Services Training — Austin
Austin, TX

IRS e-Services and MeF transmission training — ERO compliance, EFIN security requirements, IRS Pub 1345 updates

IRS e-Services training — Austin

Continuing Education172 mi
12,506 → 12,678
$120.40
02/07/2025
Friday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Client Home — Document Collection
Client: Condre Dvon Ross — Self
Killeen, TX

Collect W-2s, 1099s, Schedule C expense records; review BCBS health insurance for IRC §162(l) SE health deduction

Own business records collection

Client Meeting14 mi
12,678 → 12,692
$9.80
02/10/2025
Monday
9:00 AM
→ 11:00 AM
From: 2509 Cody Poe Rd Unit B
→ Texas Southern University — Client Meeting
Client: Condre Dvon Ross — AOTC Documentation
Houston, TX

AOTC documentation — meet with TSU financial aid office to obtain Form 1098-T for 2 dependent students; EIN 74-A6001391 verification

TSU 1098-T — 2 students AOTC

Client Meeting306 mi
12,692 → 12,998
$214.20
02/12/2025
Wednesday
2:00 PM
→ 4:00 PM
From: 2509 Cody Poe Rd Unit B
→ BCBS Texas Office — Insurance Documentation
Client: Condre Dvon Ross — BCBS Documentation
Temple, TX

Obtain BCBS SE health insurance policy documentation for IRC §162(l) self-employed health insurance deduction substantiation

SE health insurance — IRC §162(l)

Client Meeting74 mi
12,998 → 13,072
$51.80
02/14/2025
Friday
9:00 AM
→ 5:00 PM
From: 2509 Cody Poe Rd Unit B
→ Multiple Client Tax Prep — Peak Season
Client: Multiple Clients — Peak Season
Killeen, TX

Peak tax season — 5 client appointments: return preparation, Form 8879 signatures, bank product enrollment, TPG RAC applications

5 appointments — peak season

Tax Preparation60 mi
13,072 → 13,132
$42.00
02/17/2025
Monday
9:00 AM
→ 11:30 AM
From: 2509 Cody Poe Rd Unit B
→ Fort Hood — Military Client Appointments
Client: Military Clients — Fort Hood
Fort Hood, TX

Military client tax preparation — 3 appointments: BAH/BAS exclusion, combat pay IRC §112, SCRA interest rate reduction documentation

3 military clients

Client Meeting16 mi
13,132 → 13,148
$11.20
02/19/2025
Wednesday
1:00 PM
→ 3:00 PM
From: 2509 Cody Poe Rd Unit B
→ Office Max — Tax Season Supplies
Killeen, TX

Purchase additional tax season supplies — printer paper, toner, client privacy envelopes, USB drives for client document storage

Receipt #OM-2025-0219

Office / Supplies14 mi
13,148 → 13,162
$9.80
02/21/2025
Friday
9:00 AM
→ 5:00 PM
From: 2509 Cody Poe Rd Unit B
→ Multiple Client Appointments — Peak Season
Client: Multiple Clients
Killeen / Harker Heights, TX

Peak season — 6 client appointments across Killeen and Harker Heights: return prep, EITC due diligence, Form 8867 completion

6 appointments

Tax Preparation66 mi
13,162 → 13,228
$46.20
02/24/2025
Monday
9:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ SEP-IRA Trustee — Fidelity Branch
Client: Condre Dvon Ross — SEP-IRA
Waco, TX

SEP-IRA contribution meeting — verify 2025 contribution limits (IRC §408(k); §415(c) — $70,000 limit), obtain Form 5498 documentation

SEP-IRA — Form 5498 documentation

Client Meeting94 mi
13,228 → 13,322
$65.80
02/26/2025
Wednesday
2:00 PM
→ 4:30 PM
From: 2509 Cody Poe Rd Unit B
→ Client Delivery — Completed Returns
Client: Multiple Clients
Copperas Cove, TX

Deliver completed tax returns to clients — Form 8879 collection, explain refund timeline, provide TPG tracking information

Return delivery + Form 8879

Client Meeting26 mi
13,322 → 13,348
$18.20
02/28/2025
Friday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Marketing — Business Flyer Distribution
Killeen, TX

254-Tax Consultants marketing — distribute tax season flyers at local businesses, laundromats, barber shops, community centers

Marketing — flyer distribution

Marketing / Outreach24 mi
13,348 → 13,372
$16.80
03/03/2025
Monday
9:00 AM
→ 5:00 PM
From: 2509 Cody Poe Rd Unit B
→ Multiple Client Appointments
Client: Multiple Clients
Killeen / Harker Heights / Copperas Cove, TX

Tax season client appointments — 7 clients: return preparation, EITC/CTC/AOTC documentation, bank product enrollment

7 appointments — peak week

Tax Preparation86 mi
13,372 → 13,458
$60.20
03/05/2025
Wednesday
9:00 AM
→ 11:00 AM
From: 2509 Cody Poe Rd Unit B
→ IRS Taxpayer Assistance Center
Temple, TX

IRS TAC — resolve client transcript issue; request wage & income transcript for prior year reconciliation (Form 4506-T)

IRS TAC — transcript request

IRS / Gov't Office74 mi
13,458 → 13,532
$51.80
03/07/2025
Friday
10:00 AM
→ 2:00 PM
From: 2509 Cody Poe Rd Unit B
→ Multiple Client Meetings
Client: Multiple Clients
Killeen, TX

Client meetings — 4 appointments: review completed returns, collect signatures, explain refund settlement options (direct deposit vs. TPG RAC)

4 appointments

Client Meeting48 mi
13,532 → 13,580
$33.60
03/10/2025
Monday
9:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Kaylon Cole Residence — Client Meeting
Client: Kaylon A. Cole
Killeen, TX

Client meeting — Kaylon A. Cole TY2024/TY2025 return preparation; Tesla W-2 review, non-custodial parent Form 8332 discussion, dependent SSN collection

Cole TY2024/TY2025 — Form 8332 discussion

Client Meeting28 mi
13,580 → 13,608
$19.60
03/11/2025
Tuesday
9:00 AM
→ 1:00 PM
From: 2509 Cody Poe Rd Unit B
→ Multiple Client Meetings — March 11
Client: Condre Ross / Kaylon Cole
Killeen, TX

March 11 client day — Condre Ross TY2025/TY2024 1040-X review; Kaylon Cole TY2025/TY2024 1040 preparation; Form 8879 collection

Today's returns — March 11, 2026

Tax Preparation40 mi
13,608 → 13,648
$28.00
04/01/2025
Tuesday
9:00 AM
→ 5:00 PM
From: 2509 Cody Poe Rd Unit B
→ Multiple Client Appointments — April Rush
Client: Multiple Clients
Killeen / Fort Hood, TX

April tax deadline rush — 8 client appointments: extension requests, final return preparation, last-minute document collection

April rush — 8 appointments

Tax Preparation96 mi
13,648 → 13,744
$67.20
04/07/2025
Monday
9:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ IRS Taxpayer Assistance Center
Temple, TX

IRS TAC — client representation; resolve prior year balance due notice; request installment agreement (Form 9465)

IRS TAC — installment agreement

IRS / Gov't Office74 mi
13,744 → 13,818
$51.80
04/14/2025
Monday
9:00 AM
→ 6:00 PM
From: 2509 Cody Poe Rd Unit B
→ Multiple Client Appointments — Final Day
Client: Multiple Clients
Killeen / Harker Heights / Copperas Cove, TX

April 14 final push — 10 client appointments: last returns, extension filings (Form 4868), bank product finalizations

April 14 — 10 appointments

Tax Preparation140 mi
13,818 → 13,958
$98.00
04/15/2025
Tuesday
8:00 AM
→ 8:00 PM
From: 2509 Cody Poe Rd Unit B
→ Multiple Client Appointments — Tax Day
Client: Multiple Clients
Killeen / Temple / Fort Hood, TX

Tax Day — 12 client appointments: final returns, extension filings, IRS e-file confirmations, TPG settlement tracking

Tax Day — 12 appointments

Tax Preparation160 mi
13,958 → 14,118
$112.00
04/21/2025
Monday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Post-Season Client Follow-Up
Killeen, TX

Post-season client follow-up — refund status inquiries, TPG settlement confirmations, amended return consultations

Post-season follow-up

Client Meeting20 mi
14,118 → 14,138
$14.00
05/05/2025
Monday
9:00 AM
→ 5:00 PM
From: 2509 Cody Poe Rd Unit B
→ NATP National Conference
Dallas, TX

NATP National Conference — 16 CPE hours: advanced Schedule C, EITC compliance, IRS audit procedures, Circular 230 ethics

NATP National — 16 CPE hours

Continuing Education338 mi
14,138 → 14,476
$236.60
05/06/2025
Tuesday
8:00 AM
→ 6:00 PM
From: Dallas Conference Hotel
→ NATP National Conference — Day 2
Dallas, TX

NATP National Conference Day 2 — 8 CPE hours: tax court cases, Schedule C audit defense, documentation best practices

Conference Day 2 — local travel

Continuing Education4 mi
14,476 → 14,480
$2.80
05/12/2025
Monday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Amended Return Client Meeting
Killeen, TX

Amended return consultation — 1040-X preparation for clients who received corrected W-2s or missed credits

1040-X consultations

Tax Preparation18 mi
14,480 → 14,498
$12.60
05/19/2025
Monday
9:00 AM
→ 11:00 AM
From: 2509 Cody Poe Rd Unit B
→ Business Planning Meeting — CPA
Temple, TX

Business planning — meet with CPA for 254-Tax Consultants entity structure review, SE tax planning, estimated tax payments (Form 1040-ES)

Business planning — CPA meeting

Client Meeting74 mi
14,498 → 14,572
$51.80
06/02/2025
Monday
9:00 AM
→ 11:00 AM
From: 2509 Cody Poe Rd Unit B
→ IRS e-Services — Transcript Requests
Temple, TX

IRS TAC — bulk transcript requests for amended return clients; CAF authorization updates (Form 2848)

CAF updates — Form 2848

IRS / Gov't Office74 mi
14,572 → 14,646
$51.80
06/09/2025
Monday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Client Meeting — Amended Return Follow-Up
Killeen, TX

1040-X status follow-up — review IRS TC 977 processing, explain 16-week amendment timeline, address client questions

1040-X follow-up

Client Meeting16 mi
14,646 → 14,662
$11.20
06/16/2025
Monday
9:00 AM
→ 5:00 PM
From: 2509 Cody Poe Rd Unit B
→ Texas Society of CPAs — Tax Seminar
Austin, TX

TSCPA tax seminar — 8 CPE hours: 2025 tax law changes, business deductions, Schedule C advanced topics

TSCPA — 8 CPE hours

Continuing Education172 mi
14,662 → 14,834
$120.40
07/07/2025
Monday
9:00 AM
→ 11:00 AM
From: 2509 Cody Poe Rd Unit B
→ Mid-Year Business Review — CPA
Temple, TX

Mid-year business review — Q2 income/expense reconciliation, estimated tax payment review, Schedule C projected deductions

Q2 business review

Client Meeting74 mi
14,834 → 14,908
$51.80
07/14/2025
Monday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Marketing — Community Outreach
Killeen, TX

254-Tax Consultants community outreach — attend community events, distribute business cards, discuss tax services with potential clients

Community outreach

Marketing / Outreach22 mi
14,908 → 14,930
$15.40
07/21/2025
Monday
9:00 AM
→ 11:00 AM
From: 2509 Cody Poe Rd Unit B
→ Office Supplies — Mid-Year Restock
Killeen, TX

Mid-year office supply restock — printer supplies, client folders, business cards, marketing materials

Mid-year supplies

Office / Supplies18 mi
14,930 → 14,948
$12.60
08/04/2025
Monday
9:00 AM
→ 5:00 PM
From: 2509 Cody Poe Rd Unit B
→ IRS Representation Training
Austin, TX

IRS representation training — OIC procedures, CDP hearings, penalty abatement strategies, IRM 5.9.3 transcript analysis

IRS representation — 8 CPE hours

Continuing Education172 mi
14,948 → 15,120
$120.40
08/11/2025
Monday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Client Meeting — Tax Planning
Killeen, TX

Year-end tax planning consultation — review Q3 income, adjust withholding, discuss retirement contributions, estimated payments

Year-end planning

Client Meeting18 mi
15,120 → 15,138
$12.60
08/18/2025
Monday
9:00 AM
→ 11:00 AM
From: 2509 Cody Poe Rd Unit B
→ Fort Hood — Military Client Planning
Client: Military Clients
Fort Hood, TX

Military client year-end planning — review deployment income, combat pay exclusions, TSP contributions, PCS move deductions

Military year-end planning

Client Meeting16 mi
15,138 → 15,154
$11.20
09/08/2025
Monday
9:00 AM
→ 5:00 PM
From: 2509 Cody Poe Rd Unit B
→ NATP Texas Fall Seminar
San Antonio, TX

NATP Texas Fall Seminar — 8 CPE hours: 2026 tax law preview, advanced EITC, Schedule C audit defense strategies

NATP Fall — 8 CPE hours

Continuing Education328 mi
15,154 → 15,482
$229.60
09/15/2025
Monday
9:00 AM
→ 11:00 AM
From: 2509 Cody Poe Rd Unit B
→ IRS TAC — Extension Deadline Follow-Up
Temple, TX

October 15 extension deadline prep — review extended returns, confirm all documents received, schedule client appointments

Extension deadline prep

IRS / Gov't Office74 mi
15,482 → 15,556
$51.80
09/22/2025
Monday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Client Meeting — Extended Returns
Killeen, TX

Extended return preparation — clients who filed Form 4868; collect final documents, complete returns before Oct 15 deadline

Extended returns — pre-Oct 15

Tax Preparation18 mi
15,556 → 15,574
$12.60
10/06/2025
Monday
9:00 AM
→ 5:00 PM
From: 2509 Cody Poe Rd Unit B
→ Multiple Client Appointments — Extension Deadline
Client: Multiple Clients
Killeen / Temple / Fort Hood, TX

October extension deadline — 8 client appointments: final extended returns, Form 4868 clients, last-minute document collection

Oct 15 deadline — 8 appointments

Tax Preparation124 mi
15,574 → 15,698
$86.80
10/13/2025
Monday
9:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Year-End Planning — Business Clients
Waco, TX

Year-end business planning — Q4 income projections, Schedule C expense maximization, retirement contribution deadlines

Year-end business planning

Client Meeting94 mi
15,698 → 15,792
$65.80
10/20/2025
Monday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ 2026 Tax Season Prep — TPG Meeting
Waco, TX

2026 tax season preparation — TPG enrollment renewal, EFIN verification, bank product rate negotiation for 2026 season

2026 season prep — TPG

Bank Product / TPG94 mi
15,792 → 15,886
$65.80
11/03/2025
Monday
9:00 AM
→ 5:00 PM
From: 2509 Cody Poe Rd Unit B
→ IRS Tax Forum
Dallas, TX

IRS Nationwide Tax Forum — 16 CPE hours: 2025 tax law updates, cybersecurity requirements, Pub 4557 safeguarding taxpayer data

IRS Tax Forum — 16 CPE hours

Continuing Education338 mi
15,886 → 16,224
$236.60
11/04/2025
Tuesday
8:00 AM
→ 6:00 PM
From: Dallas Conference Hotel
→ IRS Tax Forum — Day 2
Dallas, TX

IRS Tax Forum Day 2 — 8 CPE hours: EITC compliance, Schedule C audit trends, MeF transmission updates

Forum Day 2 — local travel

Continuing Education4 mi
16,224 → 16,228
$2.80
11/10/2025
Monday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Year-End Client Planning
Killeen, TX

Year-end client planning — review 2025 income, maximize deductions, discuss 2026 withholding adjustments (Form W-4)

Year-end planning

Client Meeting20 mi
16,228 → 16,248
$14.00
11/17/2025
Monday
9:00 AM
→ 11:00 AM
From: 2509 Cody Poe Rd Unit B
→ Marketing — 2026 Season Outreach
Killeen, TX

2026 tax season marketing — distribute appointment cards, social media content creation, community board postings

2026 season marketing

Marketing / Outreach20 mi
16,248 → 16,268
$14.00
11/24/2025
Monday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Year-End Supplies — Office Restock
Killeen, TX

Year-end office restock — supplies for 2026 tax season preparation, client intake forms, engagement letters

Year-end supplies

Office / Supplies14 mi
16,268 → 16,282
$9.80
12/01/2025
Monday
9:00 AM
→ 11:00 AM
From: 2509 Cody Poe Rd Unit B
→ Year-End Business Reconciliation — CPA
Temple, TX

Year-end business reconciliation — final Schedule C income/expense review, SEP-IRA contribution deadline, estimated Q4 payment

Year-end reconciliation — CPA

Client Meeting74 mi
16,282 → 16,356
$51.80
12/08/2025
Monday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Client Year-End Planning
Killeen, TX

December client planning — last-minute charitable contributions, retirement contributions, business expense maximization before Dec 31

Dec year-end planning

Client Meeting18 mi
16,356 → 16,374
$12.60
12/15/2025
Monday
9:00 AM
→ 5:00 PM
From: 2509 Cody Poe Rd Unit B
→ 2026 Tax Season Training — PRIMEWEB
Austin, TX

PRIMEWEB 2026 software training — new features, MeF updates, PRIMEWEB integration, bank product enrollment procedures

PRIMEWEB 2026 training

Continuing Education172 mi
16,374 → 16,546
$120.40
12/22/2025
Monday
10:00 AM
→ 12:00 PM
From: 2509 Cody Poe Rd Unit B
→ Year-End Client Gifts & Outreach
Killeen, TX

Client appreciation — deliver year-end client gifts, distribute 2026 tax appointment cards, confirm January 2026 appointments

Client appreciation

Marketing / Outreach20 mi
16,546 → 16,566
$14.00
12/29/2025
Monday
9:00 AM
→ 11:00 AM
From: 2509 Cody Poe Rd Unit B
→ Year-End Business Wrap-Up
Killeen, TX

Year-end business wrap-up — final income/expense reconciliation, mileage log review, document organization for TY2025 filing

Year-end wrap-up

Client Meeting16 mi
16,566 → 16,582
$11.20
TOTAL (63 trips):4,582 mi$3207.40
Andreaa Chan'nel, MPA
Role:ERO Admin
PTIN:P03215544
EFIN:748335
Signed in 03:10 PM
Session: 0m
SECURE

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MeF ACTIVE

EFIN 748335 · TY2025