McGee Tax Law

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Community Construction Co., LLC
Community Construction Co., LLC | 222-22-2222
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DateClientLeadStatusOn Your RadarSOLTest
January 27, 2026 Don MitchellJGM

On Radar

Conservation Easement – IRS Notice Received

February 12, 2026 Joseph Calvo, MDJGM

On Radar

Comprehensive Planning Strategy

January 28, 2026

Completed

Pay Fusecloud

January 27, 2026 Gerry CampbellJGM

Completed

Outstanding Tax Return

January 29, 2026

February 6, 2026 Erik BjontegardJGM

On Radar

Spark CorporateSite, CAP Tabl

January 30, 2026 Hugh Louviere – Community Construction Co., LLCJGM

Completed

United Rentals; D. Stewart Litigation; BOR; Resolutions Recon; J. Stewart

February 10, 2026 Gary CranfordJGM

On Radar

Amend 2024 Return and Prepare 2025 Return

January 29, 2026 JGM

On Radar

SLY – Board of Supervisors Hearing

January 29, 2026 Juan MeloJGM

On Radar

2026 Accounting & EOY Tax Prep and EOY Tax Form Filings

January 31, 2026

January 26, 2026 Mauricka McKenzieJGM

On Radar

1099’s, W2’s, and other accounting matters.

January 31, 2026

January 29, 2026 Mary FrankJGM

On Radar

Business & Tax Planning Open Items

January 30, 2026 Tommy Harmon EstateJGM

On Radar

Touch base with Attorney, Kellie ___ re Property Taxes

January 29, 2026 Jesse SaucedaJGM

On Radar

Set up Meeting in G’Port office for Jesse Sauceda week of Feb 2

January 29, 2026 Rusty FountainJGM

On Radar

Set up meeting in Gulport Office with Rusty Fountain week of Feb 2

January 30, 2026 Travis GriggsJGM

On Radar

Text Inquiry from Travis

January 30, 2026 Matt GravesJGM

On Radar

Status Update to Mr. Graves

January 30, 2026 Tony HeinzJGM

Put on Radar

JGM see RJM for details

January 30, 2026 Louis HorneJGM

Put on Radar

JGM get with RJM for details

Eddie & Tiffany WilliamsJGM

Completed

LIen on house

February 3, 2026 Charles Purdy, MDJGM

2/3/2026 Conference with Chris Jones, IRS

March 5, 2026

February 3, 2026 Karstin SimrallJGM

On Radar

Telephone conference with Chris Jones, IRS re 2014

February 3, 2026 Barry WeaverJGM

On Radar

IRS CP134B

February 4, 2026 Dona Haynes EstateJGM

On Radar

Depositions, Estate Accounting

February 12, 2026 Community Construction Co., LLCJGM

On Radar

D. Stewart Litigation; Trust Recon; J. Stewart; BOR

February 5, 2026 Amy Perkins & Bob HansenJGM

On Radar

Accounting & EOY

March 16, 2026

December 15, 2025 Ellen Matthews, AttorneyJGM

Off Radar

Opinion Letter – Dr. Edgar Estate

February 6, 2026 John WadeJGM

Put on Radar

Carolyn to set up staff meeting next week.

February 9, 2026 Sheila CarterJGM

On Radar

IRS OIC & MDOR Offer

February 12, 2026 Emily BeloteJGM

On Radar

Testing

February 13, 2026 Sherra SwannerJGM

On Radar

Business & Individual Tax / Debtor Exam / Personal Planning

Blake Mancini

test

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IRS Appeals

Tools to represent clients before the IRS, including related workflows. 2848, 8821, Engagement Ltr, Case
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Filing Name: Toby McGee
SSN: 222-33-4444

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