Activity 1: Establish a cross-functional team consisting of TAS and the Appeals’ ADR Program Management Office to develop strategies to improve and promote ADR programs.

Activity 2: Participate in cross-functional team meetings to ensure eligible taxpayers have awareness of and the opportunity for ADR.

Activity 3: Propose collaborative meetings with Appeals’ ADR Program Management Office to develop and deploy a robust IRS-wide data collection and analysis framework. This framework should include taxpayer requests for ADR, denials, and outcomes for each ADR option (e.g., Fast Track Settlement, Fast Track Mediation, Post Appeals Mediation) across all stages of the administrative dispute resolution cycle, focusing on improving transparency, identifying trends, and addressing program shortfalls.

Activity 4: Advocate for the creation and implementation of a specialized unit within the IRS dedicated to ADR and focused exclusively on mediating tax disputes early in the process and participate in collaborative ADR cross-functional program meetings.

Activity 5: Propose collaborative meetings with Appeals’ ADR Program Management Office to establish guidance to lower ADR participation barriers.

Activity 6: Propose collaborative meetings to allow TAS to participate in the creation of ADR training for Appeals technical employees.

Quarterly update on the identified activities

Projected next actions