| Date |
Staff |
Service Type |
Description |
Hours |
Rate |
Amount |
| Feb 5, 2026 |
JGM |
Office/Zoom Conference |
Reviewed file documents and case activity in preparation for conference with Amy Perkins and Bob Hansen regarding Internal Accounting; Management Company; Business Organization Structure; Tax Return Preparation & Planning. Continued work on items discussed in conference and memorialized file accordingly. |
1.50 |
$300.00 |
$450.00 |
| Subtotal for Amy Perkins & Bob Hansen |
1.50 |
|
$450.00 |
| Date |
Staff |
Service Type |
Description |
Hours |
Rate |
Amount |
| Feb 3, 2026 |
JGM |
Telephone Conference |
Reviewed file documents and case activity in preparation for telephone conference with Hugh Louviere and Garrett Ramos regarding BOR Hearing schedule for 2/4/2026. Continued work on items discussed in conference and memorialized file accordingly. |
1.00 |
$300.00 |
$300.00 |
| Feb 3, 2026 |
JGM |
Telephone Conference |
Reviewed file documents and case activity in preparation for telephone conference with Chad Benoit, Attorney for United Rentals regarding proposed Settlement Agreement. Continued work on items discussed in conference and memorialized file accordingly. |
0.25 |
$300.00 |
$75.00 |
| Feb 4, 2026 |
JGM |
Telephone Conference |
Reviewed file documents and case activity in preparation for telephone conference with Hugh Louviere regarding BOR Hearing, United Rentals Settlement, and Jim Stewart Payment Inquiry. Continued work on items discussed in conference and memorialized file accordingly. |
1.00 |
$300.00 |
$300.00 |
| Feb 6, 2026 |
JGM |
Telephone Conference |
Reviewed file documents and case activity in preparation for telephone conference with Jim Stewart regarding status of MDOR matter and status of payment to Jim and Hugh. Continued work on items discussed in conference and memorialized file accordingly. |
0.25 |
$300.00 |
$75.00 |
| Feb 6, 2026 |
JGM |
Case Work |
Continued work reviewing and coordinating with staff completion of United Rentals Settlement Agreement; Diana Stewart Litigation; BOR Hearing; Corporate Resolutions & Trust Balance; and Jim Stewart payment inquiry. Finalized memorialization of status update to Mr. Louviere. |
0.50 |
$300.00 |
$150.00 |
| Feb 6, 2026 |
JGM |
Case Work |
Continued work reviewing Trust, Retainage, and Resolutions reconciliation entries prepared by Erica Lopez. Met with Ms. Lopez and reviewed the results of her research in response to Donnell Louviere's inquiries and reconciliation of resolutions, trust, and retainage. Discussed various drafting revisions and updates with Ms. Lopez. |
0.25 |
$300.00 |
$75.00 |
| Feb 6, 2026 |
JGM |
Telephone Conference |
Reviewed file documents and case activity in preparation for telephone conference with Hugh. Telephone conference with Hugh regarding:
> United Rentals settlement to be completed.
> Diana Stewart litigation Motion to Stay Collections & hearing date
> MDOR BOR Hearing additional documents.
> Corporate Resolutions, Trust, and Retainage reconciliation.
> Jim Stewart payment inquiry. Continued work on items discussed in conference and memorialized file accordingly. |
1.00 |
$300.00 |
$300.00 |
| Feb 11, 2026 |
JGM |
Telephone Conference |
Reviewed file documents and case activity in preparation for telephone conference with Mr. Louviere. Telephone conference with Mr. Louiviere regarding United Rentals matter resolved; Diana Stewart litigation hearing dates received; BOR additional docs to MDOR; Corporate Resolutions & Trust balance matter resolved (CPA Retainage issue pending); and, status of Jim Stewart payment inquiry as of conference date. Continued work on items discussed in conference and memorialized file accordingly. |
1.00 |
$300.00 |
$300.00 |
| Subtotal for Community Construction Co., LLC |
5.25 |
|
$1,575.00 |
| Date |
Staff |
Service Type |
Description |
Hours |
Rate |
Amount |
| — |
JGM |
Telephone Conference |
Reviewed file documents and case activity in preparation for telephone conference with Mr. Mitchell. Telephone conference with Mr. Mitchell regarding conservation easement. Continued work on items discussed in conference and memorialized file accordingly. |
0.50 |
$300.00 |
$150.00 |
| Subtotal for Don Mitchell |
0.50 |
|
$150.00 |
| Date |
Staff |
Service Type |
Description |
Hours |
Rate |
Amount |
| Feb 2, 2026 |
JGM |
Office/Zoom Conference |
Reviewed file documents and case activity in preparation for conference with [PARTY]. Engaged in [OFFICE / ZOOM] conference with [PARTY] regarding [SUBJECT]. Continued work on items discussed in conference and memorialized file accordingly. |
1.50 |
$300.00 |
$450.00 |
| Feb 3, 2026 |
JGM |
|
|
2.00 |
$300.00 |
$600.00 |
| Subtotal for Dona Haynes Estate |
3.50 |
|
$1,050.00 |
| Date |
Staff |
Service Type |
Description |
Hours |
Rate |
Amount |
| Feb 12, 2026 |
JGM |
Case Work |
Continued work performing the following tasks: [TASKS]. Finalized [COMPLETION] [PORTION] of tasks and memorialized file accordingly.Testing 123 Testing 123 |
3.00 |
$300.00 |
$900.00 |
| Feb 12, 2026 |
jmcgee |
IRS Notice Response |
Collection hold letter — CP504 |
— |
Flat Fee |
$250.00 |
| Feb 12, 2026 |
jmcgee |
IRS Notice Response |
Collection hold letter — CP504 |
— |
Flat Fee |
$250.00 |
| Feb 13, 2026 |
jmcgee |
IRS Notice Response |
Collection hold letter — CP504 |
— |
Flat Fee |
$250.00 |
| Feb 13, 2026 |
jmcgee |
IRS Notice Response |
Reviewed IRS Notice CP504 dated 04/22/2024 for tax year 2021 claiming $93,619.25. Prepared and sent client explanation letter regarding IRS intent to levy under IRC § 6331(d), advising of legal options and requesting client conference. |
— |
Flat Fee |
$250.00 |
| Feb 13, 2026 |
jmcgee |
IRS Notice Response |
Reviewed IRS Notice CP504 dated 04/22/2024 for tax year 2021 claiming $93,619.25. Prepared and sent client explanation letter regarding IRS intent to levy under IRC § 6331(d), advising of legal options and requesting client conference. |
— |
Flat Fee |
$250.00 |
| Feb 13, 2026 |
jmcgee |
IRS Notice Response |
Reviewed IRS Notice CP504 dated 04/22/2024 for tax year 2021 claiming $93,619.25. Prepared and sent client explanation letter regarding IRS intent to levy under IRC § 6331(d), advising of legal options and requesting client conference. |
— |
Flat Fee |
$750.00 |
| Subtotal for Emily Belote |
3.00 |
|
$2,900.00 |
| Date |
Staff |
Service Type |
Description |
Hours |
Rate |
Amount |
| Feb 13, 2026 |
jmcgee |
IRS Notice Response |
Reviewed IRS Notice Collection Due Process (CDP) or Equivalent Hearing dated 02/19/2026 for tax year 12/2019 - 12/2020. Prepared and sent response letter to IRS on behalf of taxpayer. Requested hold on enforcement actions pending resolution. |
— |
Flat Fee |
$200.00 |
| Feb 13, 2026 |
jmcgee |
IRS Notice Response |
Reviewed IRS Notice Collection Due Process (CDP) or Equivalent Hearing dated 02/19/2026 for tax year 12/2019 - 12/2020. Prepared and sent response letter to IRS on behalf of taxpayer. Requested hold on enforcement actions pending resolution. |
— |
Flat Fee |
$200.00 |
| Subtotal for Greg Courtney |
— |
|
$400.00 |
| Date |
Staff |
Service Type |
Description |
Hours |
Rate |
Amount |
| Feb 3, 2026 |
JGM |
Telephone Conference |
Reviewed file documents and case activity in preparation for telephone conference with Chad Benoit, Attorney. Telephone conference with Mr. Benoit regarding United Rentals Settlement Agreement. Continued work on items discussed in conference and memorialized file accordingly. |
0.25 |
$300.00 |
$75.00 |
| Feb 3, 2026 |
JGM |
Telephone Conference |
Reviewed file documents and case activity in preparation for telephone conference with Hugh Louviere. Telephone conference with Mr. Louviere regarding MS Dept of Revenue Board of Review Hearing on 2/4/2026. Continued work on items discussed in conference and memorialized file accordingly. |
1.00 |
$300.00 |
$300.00 |
| Feb 4, 2026 |
JGM |
Telephone Conference |
Reviewed file documents and case activity in preparation for telephone conference with Hugh Louviere and Garrett Ramos, EA regarding MS Dept of Revenue BOR hearing that took place today. Also discussed Jim Stewart payment inquiry and United Rental Settlement Agreement. Continued work on items discussed in conference and memorialized file accordingly. |
1.00 |
$300.00 |
$300.00 |
| Subtotal for Hugh Louviere - Community Construction Co., LLC |
2.25 |
|
$675.00 |
| Date |
Staff |
Service Type |
Description |
Hours |
Rate |
Amount |
| Feb 12, 2026 |
JGM |
Office/Zoom Conference |
Reviewed file documents and case activity in preparation for conference with Dr. Calvo. Zoom conference with Dr. Calvo regarding 1) Tax Planning Strategy; 2) Unresolved Tax Issues; and, 3) Financial Data Review Software Meeting Continued work on items discussed in conference and memorialized file accordingly. |
0.50 |
$300.00 |
$150.00 |
| Subtotal for Joseph Calvo, MD |
0.50 |
|
$150.00 |
| Date |
Staff |
Service Type |
Description |
Hours |
Rate |
Amount |
| — |
JGM |
Office/Zoom Conference |
Reviewed file documents and case activity in preparation for conference with [PARTY]. Engaged in [OFFICE / ZOOM] conference with [PARTY] regarding [SUBJECT]. Continued work on items discussed in conference and memorialized file accordingly. |
1.50 |
$300.00 |
$450.00 |
| Subtotal for Juan Melo |
1.50 |
|
$450.00 |
| Date |
Staff |
Service Type |
Description |
Hours |
Rate |
Amount |
| Feb 9, 2026 |
JGM |
Telephone Conference |
Reviewed file documents and case activity in preparation for telephone conference with Ms. Carter. Telephone conference with Ms. Carter regarding status and documentation related to IRS OIC and MDOR Settlement Offer. Continued work on items discussed in conference and memorialized file accordingly. |
0.25 |
$300.00 |
$75.00 |
| Subtotal for Sheila Carter |
0.25 |
|
$75.00 |
| Date |
Staff |
Service Type |
Description |
Hours |
Rate |
Amount |
| Feb 13, 2026 |
JGM |
Telephone Conference |
Reviewed file documents and case activity in preparation for telephone conference with Sherra Swanner. Telephone conference with Mrs. Swanner regarding: 1. Business & Individual Tax - Organizer for 2025 WIP.
2) Debtor Exam - Tentatively 2/18/2026. Also left detailed message for Attorney Vicky Taylor.
3) Personal Planning - Meeting on 2/16/2026 to discuss.
Continued work on items discussed in conference and memorialized file accordingly. |
1.00 |
$300.00 |
$300.00 |
| Subtotal for Sherra Swanner |
1.00 |
|
$300.00 |
Grand Total
19.25 hours |
$8,175.00