FYI: IRS Pilot Program of Appointment Service Test for Certain Taxpayer Assistance Centers (TACs)

Hello Everyone,

 

IRS is conducting a pilot program of appointment service test for certain Taxpayer Assistance Centers this filing season beginning with ten large Taxpayer Assistance Centers.  (See below, “Appointment Service List FINAL” attachment for list of participating TACs  in the appointment service test pilot program). 

 

Note:  Fresno is the only large TAC in California noted on this list.

 

 

 

IRS hopes the results of the test will help us determine if an appointment process would benefit both the IRS and the taxpayer. The ten large TAC locations noted on the list began taking appointments this week and will convert to appointment service on February 23. 

 

IRS will be adding more TACs to the test later this filing season (dates TBD). 

Note:  TACs noted on the above attached list to, “begin taking appointments later this filing season” that are located in California are: Long Beach and Redding.

 

To help raise awareness of the appointment service test with taxpayers, IRS made a national media release along with local releases at the ten initial participating locations. IRS had posted signage at the ten TACs and has updated IRS.gov with background information and the instructions needed by taxpayers to make an appointment.

 

The below attached fact sheet, “Internal Revenue Service Appointment Test” has additional information on this appointment service test pilot program.

 

 

 

Jennifer Henrie-Brown, ID #1000247447

Stakeholder Liaison Specialist

Communications Stakeholder Outreach

510-637-2199/ fax 510-637-2434

Jennifer.Henrie-Brown@irs.gov

IRS Video Portal
Follow us on Twitter, YouTube

 

 

 

 

Response Requested (if interested): Meeting with IRS Appeals Area Director in San Francisco - March 18th

Hi Everyone,

 

Patrick McGuire, Appeals Area Director, is interested in conducting a meeting with no more than 10 practitioners who have Appeals experience. In addition, since AJAC (APPEALS JUDICIAL APPROACH AND CULTURE) is relatively new, they’re also interested in getting feedback about this process.

 

Meeting details:

 

When:         Wednesday, March 18th

Where:        IRS Appeals

                    100 First Street, Suite 2100

                    21st Floor – Conference Rooms A, B and C

                    San Francisco

Time:          10:00 am - Noon

 

If you have prior experience with Appeals and are interested and available to participate in this face-to-face meeting, please provide your name and contact information to me ASAP. 

 

Note the Director has requested a small number of participants for this special meeting, therefore selections will be made (by the Director) on a “first come, first served” basis.  As of today there are 2 slots left.

 

Thanks in advance for your consideration of this opportunity.

 

 

Jennifer Henrie-Brown, ID #1000247447

Stakeholder Liaison Specialist

Communications Stakeholder Outreach

510-637-2199/ fax 510-637-2434

Jennifer.Henrie-Brown@irs.gov

IRS Video Portal
Follow us on Twitter, YouTube

 

 

 

 

FYI: IRS News & Events from Stakeholder Liaison (2-4-2015)

Hello Everyone,

 

I hope all is going well with you!

 

Attached is our latest “IRS News & Events from Stakeholder Liaison”.  (I have also attached a separate document containing some Tweets from IRS if your colleagues like to use Twitter:  IRS tweets include various tax-related announcements, news for tax professionals and hiring initiatives).

 

Please share this information with your colleagues.  Thank you!

 

 

Jennifer Henrie-Brown, ID #1000247447

Stakeholder Liaison Specialist

Communications Stakeholder Outreach

510-637-2199/ fax 510-637-2434

Jennifer.Henrie-Brown@irs.gov

IRS Video Portal
Follow us on Twitter, YouTube

 

FYI: Early Bird Special for Dublin's Annual Tax Practitioner IRS Seminar extended through September 2, 2014

Hello Everyone,

 

I hope all is going well with you!  (I have been on a detail to IRS’ Disclosure training program for the last few months and then on vacation, etc.).

 

 

FYI:  The Early Bird Special for Dublin’s Annual Tax Practitioner IRS Seminar has been extended through midnight today (September 2, 2014).

 

This is an opportunity for you to meet with IRS personnel to get the latest information on exams, appeals, FBAR, Taxpayer Advocate, and Criminal Investigation.  “In person” events with IRS have been very limited over the last few years due to budget cuts, etc.  Don’t miss this opportunity to get your questions answered and make personal contacts with IRS. 

 

Please see attached flyer for event’s information including: seminar’s topics, CPE credit, and how to register, etc.

 

 

Jennifer Henrie-Brown, ID #94-07690

Stakeholder Liaison Specialist

Communications Stakeholder Outreach

510-637-2199/ fax 510-637-2434

Jennifer.Henrie-Brown@irs.gov

IRS Video Portal
Follow us on Twitter, YouTube

 

 

 

 

FYI: Assisting New and Growing Businesses - IRS & SJSU event on June 18th

FYI

_____________________________________________

Summer school was never this engaging!

Panel discussions with Practitioners AND IRS personnel…with new addition:

*** Senior Analyst in IRS Employment Tax Policy

...don’t miss the bell!   

 

IRS/SJSU Small Business Tax Institute

“Assisting New and Growing Businesses”

Wednesday   June 18, 2014

8:00 am – 4:30 pm

SJSU King Library, San Jose

Credit Available: CPA CPE, MCLE, CE for EAs and CTEC

http://www..tax-institute.com

 

Topic Highlights:

• Forms of Business
• Start-up Expenses
• Ethics and Advising an Emerging Business
• Worker Classification – Hiring Correctly and Correcting Misclassifications
• What It Takes To Be a Successful Entrepreneur
• Small Business Tax Update

 

Registration

Fee (includes refreshments, lunch, materials, parking):
     $170 General    $85  Gov't and non-profit  

NOTE: Fees benefit the sponsoring organizations, not the IRS. 

 

Register and pay online:         http://www.tax-institute.com

Questions – Contact:     Annette Nellen

annette.nellen@sjsu.edu or (408) 924-3508.

Continuing Education

• 8 hours for CA CPAs (including 1 hour ethics)
• 5.75 hours for CA attorneys (including .75 ethics)
• 5 hours federal tax, 1 hour updates + 1 hour ethics through IRS approved CE provider program (SJSU MST Program is a provider); similar hours for CTEC

Parking and Public Transportation

• Free parking on campus for registered attendees.
• VTA Light Rail – close to SJSU King Library

 

 

Please share this with your tax professional members, colleagues and anyone who may benefit from this information.

 

IRS Stakeholder Liaison Western Area

Small Business and Self-Employed Division