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Published:   |   Last Updated: October 18, 2024

Leverage relationships with stakeholders to reach and assist taxpayers.

Objective 12

Background

To support our objective of resolving taxpayer problems, TAS collaborates with stakeholders to raise awareness about TAS services and educate taxpayers about tax responsibilities, taxpayer rights, tax benefits, and credits. Our goal is to introduce TAS services to underserved communities and assist taxpayers who face significant barriers when engaging with the IRS or who suffer/are about to suffer economic or systemic hardships due to an IRS action or inaction. Outreach allows TAS to reach taxpayers and representatives through local, regional, statewide, and national events. We aim to educate taxpayers about how to avoid common tax issues and utilize self-help resources.

In Fiscal Year 2025, TAS will continue to leverage relationships with stakeholders and will focus its outreach efforts on underserved populations including the elderly, Native American communities, members of the military, taxpayers with disabilities, taxpayers with limited English proficiency, low-income taxpayers, taxpayers living in rural communities, and taxpayers living abroad. Every Local Taxpayer Advocate and their staff will examine their community’s unique needs to develop an initiative that will focus their outreach efforts on a specific underserved population within their community.

Highlights

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Status

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Expected Completion Date

09/30/2025

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Activities

Activity 1: Work with stakeholders to raise TAS awareness among taxpayers, particularly those in underserved communities, and coordinate outreach and Problem Solving Day events to provide direct TAS services.

Activity 2: Develop and implement a pre-filing season preventative outreach strategy to educate taxpayers about valuable tax benefits and how to avoid tax filing pitfalls.

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Actions Completed

1st Quarter

Quarterly update on the identified activities

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Next Steps

Projected next actions