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Objective

Work with the IRS as the IRS implements plans to modernize processing through the Paperless Processing Initiative.

Objective

Advocate for improvements in IRS employee hiring, recruitment, retention, and training processes.

Objective

Advocate for the IRS to be fully transparent and provide specific details on its progress toward implementing the Strategic Operating Plan (SOP), including its efforts to modernize technology and strategically implement AI, and to produce clear and timely guidance and information to taxpayers, tax professionals, industry, and other stakeholders.

Objective

Work with the IRS to improve taxpayer access to telephone and in-person assistance.

Objective

Increase awareness of the risks inherent in the current lack of oversight of paid federal return preparers.

Objective

Work with the IRS to identify ways to reduce Identity Theft Victim Assistance (IDTVA) case processing times.

Objective

Work with the IRS to incorporate the digital-first public experience best practices for online accounts available to individuals, businesses, and tax professionals.

Objective

Advocate to end systemic assessment of international information return penalties and to develop a first-time abatement waiver specific to these penalties.

Objective

Identify compliance challenges for taxpayers abroad and make administrative recommendations to minimize burdens imposed on this population.

Objective

Advocate for improved Alternative Dispute Resolution (ADR) access for all eligible taxpayers, enhanced data collection and analysis for continuing program improvement, and the reduction of administrative hurdles to taxpayer participation.

Objective

Monitor the IRS’s handling of Employee Retention Credit (ERC) claims and protect taxpayer rights by advocating for transparency, and the timely processing of all claims, and the issuance of refunds on legitimate claims.

Objective

Leverage relationships with stakeholders to reach and assist taxpayers.

Objective

Improve the customer experience.

Objective

Analyze systemic issues with an emphasis on reducing taxpayer burden and protecting taxpayer rights.

Objective

Increase the Taxpayer Advocacy Panel (TAP) recruitment and outreach efforts.

Objective

Refine and conduct Low Income Taxpayer Clinic (LITC) research to accurately target taxpayer community needs

Objective

Partner with IRS Taxpayer Services to analyze survey results about taxpayer experiences verifying their identities via the IRS’s identity authentication processes.

Objective

Provide a report to the National Taxpayer Advocate detailing whether TAS case receipts, case quality, and problem relief are consistent among taxpayers regardless of their demographic classification.

Objective

Provide a report to the National Taxpayer Advocate that explores changes to the structure of the Earned Income Tax Credit and the Other Dependent Credit, the economic impact of potential changes in the structures of these credits, and how such changes would impact the IRS’s ability to administer these credits.

Objective

Describe the IRS Individual Taxpayer Identification Number (ITIN) process, quantify the taxes paid and credits received by ITIN filers, and estimate the revenue lost due to undocumented workers who do participate in the tax system by obtaining and using an ITIN.

Objective

Provide a report to the National Taxpayer Advocate estimating the volume and amount of tax year 2020 refund returns still held by the IRS because of taxpayer non-response with a goal of advocating for the IRS to implement additional procedures to release legitimate refund claims to taxpayers

Objective

Continue recruitment efforts to increase staffing levels focusing on targeted areas, i.e., external applicants, second career professionals, and realign TAS’ services to better meet taxpayer needs

Objective

Work with the IRS to identify problems and suggest changes to Individual Taxpayer Identification Number (ITIN) processing that will reduce delays negatively impacting taxpayers

Objective

Evaluate how the IRS is protecting the taxpayer’s right to confidentiality, and preventing unlawful uses and disclosures of their tax return information and advocate to ensure waivers follow IRS rules and regulations; are clear, concise, and written in plain language; and provide taxpayers an avenue by which they can hold parties accountable if their return information is disclosed to a third party without their consent

Objective

Collaborate with the IRS to identify and implement strategies for increasing e-file rates for individual and business taxpayers

Objective

Advocate for improvements and increased independence within the Independent Office of Appeals

Objective

Explore past IRS collection data and outcomes to recommend guidelines to the IRS for determining under what circumstances it should generally not initiate enforcement actions such as issuing a levy or filing a lien

Objective

Continue identifying case process efficiencies, including requesting expansion of our delegated authorities and partnering with Enterprise Case Management to modernize processes

Objective

Continue to conduct a comprehensive analysis of TAS’s intake process with emphasis on identifying ways to enhance customer intake in the future

Objective

Review the operations, metrics, and results of other large incoming call telephone service providers through both direct and indirect means to develop benchmarks and recommended metrics and goals for IRS consideration

Objective

Continue to support and expand TAS leadership development programs to provide employees tools and opportunities to grow in their careers

Objective

Continue to implement TAS’ revamped training program to develop our new employees while ensuring our existing employees' technical and soft skills are consistently strengthened with a focus on allowing our employees to grow professionally while providing taxpayers expert service

Objective

Continue to revise TAS intake training materials to ensure content is fully up to date.Continue to revise TAS intake training materials to ensure content is fully up to date.