Return-Path: <01000196688e5558-141057f6-d10b-4a8e-ac33-5aeba0a6c528-000000@mail.leapfile.com> Delivered-To: kelly.andrews@tessol-inc.com Received: from gator4254.hostgator.com by gator4254.hostgator.com with LMTP id 8C2fM+thCmgmEwgAcizydQ (envelope-from <01000196688e5558-141057f6-d10b-4a8e-ac33-5aeba0a6c528-000000@mail.leapfile.com>) for ; Thu, 24 Apr 2025 11:08:11 -0500 Return-path: <01000196688e5558-141057f6-d10b-4a8e-ac33-5aeba0a6c528-000000@mail.leapfile.com> Envelope-to: kelly.andrews@tessol-inc.com Delivery-date: Thu, 24 Apr 2025 11:08:11 -0500 Received: from a8-96.smtp-out.amazonses.com ([54.240.8.96]:40051) by gator4254.hostgator.com with esmtps (TLS1.2) tls TLS_ECDHE_RSA_WITH_AES_128_CBC_SHA256 (Exim 4.98.1) (envelope-from <01000196688e5558-141057f6-d10b-4a8e-ac33-5aeba0a6c528-000000@mail.leapfile.com>) id 1u7z7T-00000002QMf-1Sjl for kelly.andrews@tessol-inc.com; Thu, 24 Apr 2025 11:08:11 -0500 DKIM-Signature: v=1; a=rsa-sha256; q=dns/txt; c=relaxed/simple; s=aocq2fyintbvwcphvvo4pwjksihzqcia; d=leapfile.com; t=1745510880; h=Message-ID:Date:From:Reply-To:To:Subject:Mime-Version:Content-Type; bh=eL5R3uwPFCAp7edH7vXReaqLKCud2zdyKX/ZFsuycDQ=; b=ZsKvDnmXuw+rrChhZmH2UO4IenZIMWrvOcjnpRX1IB25WdaACuqYMfsckoboK7ol QT6U9Ss0kcdd4rJ6F6D0wh3AisqGVEo23f2oSJZMVtRLbzdZTvvKKiILObolGkGIHB6 AfoSjKqf8rkwbpFje2CEKxWcU4kxTZoMgOcV/PH2LI+9cc+QWHwZEe0Espr1RxpNPAZ KixUJAAakk/Kb327EzNtxK8RX1sphA+oxfaSHEgGz5FBYuUxmZB47wHyUy6jmsdp5+v T1TmNGishuzr/gJ4hMH6ZxpZgputnNVXc2ZzWfJ4y89KisxdDcurI+gZxov1H7ZM0K3 wJ3t0GLxAQ== DKIM-Signature: v=1; a=rsa-sha256; q=dns/txt; c=relaxed/simple; s=6gbrjpgwjskckoa6a5zn6fwqkn67xbtw; d=amazonses.com; t=1745510880; h=Message-ID:Date:From:Reply-To:To:Subject:Mime-Version:Content-Type:Feedback-ID; bh=eL5R3uwPFCAp7edH7vXReaqLKCud2zdyKX/ZFsuycDQ=; b=JkpVYVtYtZpK5uIt+YFIp+60bxPB6Q0RUGfUj/W6owcmIJ+ZNdudueFgukrhdQEO GyifbwkM9MnaSYRlLQgolJG0ZiZ7oH4NP56TESLKzp9BxNT6q7j9/BLN2mZ1H2Whf5J imbJJiWGL0NS51yWTlXV9N0rke70COBcVdOYzvXY= Message-ID: <01000196688e5558-141057f6-d10b-4a8e-ac33-5aeba0a6c528-000000@email.amazonses.com> Date: Thu, 24 Apr 2025 16:08:00 +0000 From: LeapFILE Secure File Transfer Service Reply-To: Joshua.Warner@claconnect.com To: kelly.andrews@tessol-inc.com Subject: [2025/04/24 09:07 AM - Sent via LeapFILE] RE: [External] Craig and Kelly Andrews tax return Mime-Version: 1.0 Content-Type: multipart/alternative; boundary="----=_Part_13121_284091444.1745510880481" X-Mailer: LeapFILE 4.0 Feedback-ID: ::1.us-east-1.SEq0zOKLWDoUamsvRfQ59U8EKbZq1e7uS23C4IcWTVw=:AmazonSES X-SES-Outgoing: 2025.04.24-54.240.8.96 X-Spam-Status: No, score=-3.4 X-Spam-Score: -33 X-Spam-Bar: --- X-Spam-Flag: NO ------=_Part_13121_284091444.1745510880481 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable *** You have a secure file transfer awaiting download. Instructions enclos= ed.*** ___________________________________________________________________________= ______ FROM: Joshua.Warner@claconnect.com=09=09 TO: kelly.andrews@tessol-inc.com (kelly.andrews@tessol-inc.com) SUBJECT: [2025/04/24 09:07 AM - Sent via LeapFILE] RE: [External] Craig and= Kelly Andrews tax return SECURE FILE TRANSFER WAITING: Click link to download https://claconnect.leapfile.net/get.jsp?t=3Dff808081966248f30196688e47f86db= 1 (TRANSFER EXPIRES May 01, 2025 09:08 AM) ___________________________________________________________________________= ______ =C2=A0-----Original Message-----From: Kelly Andrews Sent: Monday, April 14, 2025 11:47 AMTo: Warner, Joshua Subject: Re: [External] Craig and Kelly Andrews tax retur= nThink Security - This email originated from an external source.=C2=A0 Be c= autious with any links or attachments.Thanks for the information.One more t= hing- I sold some IVV stock at the beginning of March from my individual Fi= delity account. My long term gain is $519,273.90. Could you refigure my est= imated payments taking this into account. After the craziness of tomorrow i= s fine.KellySent from my iPhone> On Apr 14, 2025, at 9:05=E2=80=AFAM, Warne= r, Joshua wrote:>> =EF=BB=BFHi Kelly,>> Beca= use it its 100% owned by you it is a disregarded entity and filed under you= r SSN on your personal return.>> Thanks,>> Josh>>> Josh Warner, CPA>> Princ= ipal>> Real Estate>> Direct 509-363-6335 Mobile 509-868-1927>> CLA (Clifton= LarsonAllen LLP)>> joshua.warner@claconnect.com>> CLA (CliftonLarsonAllen L= LP) is an independent network member of CLA Global. See CLAglobal.com/discl= aimer. Investment advisory services are offered through CliftonLarsonAllen = Wealth Advisors, LLC, an SEC-registered investment advisor.> -----Original = Message-----> From: Kelly Andrews > Sent: Sun= day, April 13, 2025 3:12 PM> To: Warner, Joshua > Subject: RE: [External] Craig and Kelly Andrews tax return>> Think Sec= urity - This email originated from an external source.=C2=A0 Be cautious wi= th any links or attachments.>> Hi Josh,>> The two Kelly trusts are done but= I have a question about Craig and my tax return. For BSLT it has ***-**-**= **, like it is a social security number but BSLT has its own EIN number (se= e attached). Is this something that needs corrected?>> Kelly>> -----Origina= l Message-----> From: Warner, Joshua [mailto:Joshua.Warner@claconnect.com]>= Sent: Saturday, April 12, 2025 8:21 AM> To: Andrews, Kelly> Subject: RE: [= External] Craig and Kelly Andrews tax return>> Will do. I will get the trus= t updated as well today as well.>>> Josh Warner, CPA>> Principal>> Real Est= ate>> Direct 509-363-6335 Mobile 509-868-1927>> CLA (CliftonLarsonAllen LLP= )>> joshua.warner@claconnect.com>> CLA (CliftonLarsonAllen LLP) is an indep= endent network member of CLA Global.> See CLAglobal.com/disclaimer. Investm= ent advisory services are offered through CliftonLarsonAllen Wealth Advisor= s, LLC, an SEC-registered investment advisor.> -----Original Message-----> = From: Kelly Andrews > Sent: Friday, April 11,= 2025 6:29 PM> To: Warner, Joshua > Subject: = [External] Craig and Kelly Andrews tax return>> Think Security - This email= originated from an external source.=C2=A0 Be cautious with any links or at= tachments.>> Hi Josh,>> I signed the docusign for our joint return but Crai= g cannot find the docusign email where he can sign. Please have it resent t= o him. His email is Craig.Andrews@tessol-inc.com>> Thanks,>> Kelly Andrews>= > Sent from my iPhone>>> ---------------------------->> The information (in= cluding any attachments) contained in this document is confidential and is = for the use only of the intended recipient. If you are not the intended rec= ipient, you should delete this message. Any distribution, disclosure, or co= pying of this message, or the taking of any action based on its contents is= strictly prohibited.>> CliftonLarsonAllen LLP>>>> ------------------------= ---->> The information (including any attachments) contained in this document is c= onfidential and is for the use only of the intended recipient. If you are n= ot the intended recipient, you should delete this message. Any distribution= , disclosure, or copying of this message, or the taking of any action based= on its contents is strictly prohibited. CliftonLarsonAllen LLP If you are experiencing difficulties accessing the download please see the = FAQ here: https://leapfile.uservoice.com/knowledgebase/articles/1977981 ------=_Part_13121_284091444.1745510880481 Content-Type: text/html; charset=UTF-8 Content-Transfer-Encoding: quoted-printable

*** You have a secure file transfer awaiting download. Details enclosed.= ***

=20 =20
FROM: Joshua.Warner@claconnect.com
TO:kelly.andrews@tessol-inc.com (kelly.andrews@tessol-inc.com)
SUBJECT: [2025/04/24 09:07 AM - Sent via LeapFILE] RE: [External] Craig and = Kelly Andrews tax return

FILE TRANSFER WAITING:
Click the secure link to download.
https://claconnect.leapfile.net/get.jsp?t=3Dff808081966248f30= 196688e47f86db1
(TRANSFER EXPIRES May 01, 2025 09:08 AM)

 

-----Original Message-----
From: Kelly Andrews= <kelly.andrews@tessol-inc.com>
Sent: Monday, April 14, 2025 11:47= AM
To: Warner, Joshua <Joshua.Warner@claconnect.com>
Subject: = Re: [External] Craig and Kelly Andrews tax return

Think Security = 211; This email originated from an external source.  Be cautious with = any links or attachments.

Thanks for the information.
One more th= ing- I sold some IVV stock at the beginning of March from my individual Fid= elity account. My long term gain is $519,273.90. Could you refigure my esti= mated payments taking this into account. After the craziness of tomorrow is= fine.
Kelly

Sent from my iPhone

> On Apr 14, 2025, at = 9:05=  AM, Warner, Joshua <Joshu= a.Warner@claconnect.com> wrote:
>
> Hi Kelly,
>
> Because it its 100% owned b= y you it is a disregarded entity and filed under your SSN on your personal = return.
>
> Thanks,
>
> Josh
>
>
>= ; Josh Warner, CPA
>
> Principal
>
> Real Estate>
> Direct 509-363-6335 Mobile 509-868-1927
>
> CLA (= CliftonLarsonAllen LLP)
>
> joshua.warner@claconnect.com
>= ;
> CLA (CliftonLarsonAllen LLP) is an independent network member of = CLA Global. See CLAglobal.com/disclaimer. Investment advisory services are = offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered = investment advisor.
> -----Original Message-----
> From: Kelly = Andrews <kelly.andrews@tessol-inc.com>
> Sent: Sunday, April 13= , 2025 3:12 PM
> To: Warner, Joshua <Joshua.Warner@claconnect.com&= gt;
> Subject: RE: [External] Craig and Kelly Andrews tax return
&= gt;
> Think Security – This email originated from an external s= ource.  Be cautious with any links or attachments.
>
> Hi = Josh,
>
> The two Kelly trusts are done but I have a question a= bout Craig and my tax return. For BSLT it has ***-**-****, like it is a soc= ial security number but BSLT has its own EIN number (see attached). Is this= something that needs corrected?
>
> Kelly
>
> ----= -Original Message-----
> From: Warner, Joshua [mailto:Joshua.Warner@claconnect.com]
> = Sent: Saturday, April 12, 2025 8:21 AM
> To: Andrews, Kelly
> S= ubject: RE: [External] Craig and Kelly Andrews tax return
>
> W= ill do. I will get the trust updated as well today as well.
>
>=
> Josh Warner, CPA
>
> Principal
>
> Real Es= tate
>
> Direct 509-363-6335 Mobile 509-868-1927
>
>= ; CLA (CliftonLarsonAllen LLP)
>
> joshua.warner@claconnect.com=
>
> CLA (CliftonLarsonAllen LLP) is an independent network mem= ber of CLA Global.
> See CLAglobal.com/disclaimer. Investment advisor= y services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an = SEC-registered investment advisor.
> -----Original Message-----
&g= t; From: Kelly Andrews <kelly.andrews@tessol-inc.com>
> Sent: F= riday, April 11, 2025 6:29 PM
> To: Warner, Joshua <Joshua.Warner@= claconnect.com>
> Subject: [External] Craig and Kelly Andrews tax = return
>
> Think Security - This email originated from an exter= nal source.  Be cautious with any links or attachments.
>
>= ; Hi Josh,
>
> I signed the docusign for our joint return but C= raig cannot find the docusign email where he can sign. Please have it resen= t to him. His email is Craig.Andrews@tessol-inc.com
>
> Thanks,=
>
> Kelly Andrews
>
> Sent from my iPhone
><= br>>
> ----------------------------
>
> The informatio= n (including any attachments) contained in this document is confidential an= d is for the use only of the intended recipient. If you are not the intende= d recipient, you should delete this message. Any distribution, disclosure, = or copying of this message, or the taking of any action based on its conten= ts is strictly prohibited.
>
> CliftonLarsonAllen LLP
>>
>
> ----------------------------
>
><= o:p>

3D""

If you are experiencing difficulties accessing the download please see t= he FAQ here: https://leapfile.uservoice.com/knowledgebase/articles/1977981<= /p> =09=09=09

The information (including any attachments) contained in this d= ocument is confidential and is for the use only of the intended recipient. = If you are not the intended recipient, you should delete this message. Any = distribution, disclosure, or copying of this message, or the taking of any = action based on its contents is strictly prohibited.

CliftonLarsonAllen LLP

=09=09 ------=_Part_13121_284091444.1745510880481--