National Taxpayer Advocate Nina E. Olson and Rep. Jose Serrano, ranking member of the House Appropriations Subcommittee on Financial Services and General Government, will hold a public forum to discuss what taxpayers want and need from the IRS to comply with their tax obligations.
Building on initiatives already implemented, the IRS for the past two years has been developing a “Future State” plan that envisions how it will operate in five years and beyond. It is continuing to develop a path for how it gets from its “Current State” to the “Future State,” including refinements to the vision along the way. A central component of the plan is the creation of online taxpayer accounts as a convenient but non-exclusive channel through which taxpayers will be able to obtain information from and interact with the IRS.
In the National Taxpayer Advocate’s 2015 Annual Report to Congress, Ms. Olson expressed concerns about whether the IRS’s “Future State” plan adequately addresses taxpayer needs. To further public awareness and dialogue, she announced plans to hold a series of public forums around the country. The objective of the public forums is to ensure the “Future State” plan will better reflect the needs and preferences of U.S. taxpayers as they seek to comply with the tax code.
The March 18 public forum will feature an invited panel of representatives from the small business and local taxpayer communities, including:
Erik Schryver, Esq. (Bronx Low Income Taxpayer Clinic | Legal Services NYC)
German Tejeda (Senior Director, Income Policy | Food Bank for New York City)
James Hurst (Legal Ombudsman | New York City Department of Consumer Affairs ) [UPDATED 3/16/2016]
Members of the public will also have an opportunity to speak.
Local Taxpayer Advocate Service (TAS) staff will be available to talk with attendees about unresolved tax issues and help determine if their situation qualifies for TAS assistance. TAS generally is unable to assist taxpayers with return preparation questions, but can provide assistance to taxpayers who have already filed their returns with the IRS for the current or past years and are experiencing problems that meet its case-acceptance criteria.