Completion Date: 09/30/2023
1st Quarter: The Taxpayer Advocate Service (TAS) continued looking for ways to expand our outreach efforts with a focus on reaching the underserved and giving taxpayers the tools to help resolve their issues sooner. Each Local Taxpayer Advocate (LTA) in TAS developed and implemented Outreach Plans including global quarterly outreach goals specific to Earned Income Tax Credit (EITC) Awareness Day, Pre-Filing Season Awareness, First-Time Filers, Small Businesses and Self-Employed, International/Taxpayers Living Abroad, and taxpayers with disabilities. We used Microsoft Teams to develop, publish, and deliver outreach materials for First Time Filers and Pre-filing Season Awareness Day. TAS will continue to develop outreach materials for underserved populations and update digital platforms once published.
2nd Quarter: TAS used social media, the TAS website, Zoom, and Microsoft Teams to encourage attendance at problem solving days and outreach and education events. Also, we partnered with community organizations, congressional offices, and new stakeholders to conduct these events to reach underserved populations including the financially distressed, first time filers, the houseless, Seniors, Veterans, new graduates, small business owners, self employed taxpayers, and first time filers. Further, we accommodated taxpayers’ schedules of individuals, small businesses, and the self-employed by partnering with the IRS on Saturday Face-to-Face Taxpayer Experience Days. TAS provided in-person assistance with account issues, answered tax questions, and opened new cases for those taxpayers facing financial hardships, long-term adverse impact, or systemic hardships.
3rd Quarter: TAS continued using technology to complete virtual outreach events with multi-city/state managers and stakeholders. We have identified a project manager who will lead and develop an overarching strategy to better use resources when executing our outreach program. Further, we partnered with new external stakeholders to conduct problem solving days and education and outreach events, and reach underserved populations including the financially distressed, the unhoused, Seniors, Veterans, new graduates, small business owners, self employed taxpayers, and first time filers. Also, we used social media, the TAS website, Zoom, and Microsoft Teams to encourage attendance and complete educational events and problem solving days.
4th Quarter: During the fourth quarter, the Taxpayer Advocate Service (TAS) leveraged technology to complete virtual outreach events with multi-city/state managers and stakeholders. TAS used social media, the TAS website, Zoom, and Microsoft Teams to encourage attendance and complete educational events and problem solving days. Also, TAS’ Executive Director, Case Advocacy capitalized on technology to conduct a Town Hall with Low-Income Taxpayer Clinic (LITC) Clinicians to explore how to improve partnerships to better serve underserved populations.
Lastly, while the IRS did not complete Hearing All Voices campaign, TAS partnered with IRS to support 16 face-to-face Saturday events overall.
This activity is closed.