Area 3 Committee Meeting Minutes

July 5, 2005

Designated Federal Official

• Carolyn Lewis, New Orleans, LA

Committee members present

• Helen Curol, LA
• Edward Hanna, FL
• Bill Matheny, MS
• Brad Moore, GA
• Joyce Natter, FL
• Owen Oatley, FL
• Buck Paolone, AL
• Al Vivona, FL
• J.T. Wright, GA

Committee members absent

• Charlotte Cassady, GA
• Gwen Handelman, FL
• Jose Irizarry, P.R.
• Joyce Natter, FL
• Deborah Thomas, AR

TAP staff

• Sallie Chavez, TAP Program Analyst

Welcome
The chair welcomed everyone to the call.

Roll Call
Chavez conducted roll call. Quorum met.

Approval of Prior Meeting Minutes
The minutes of the prior meeting (6/7/05) were approved.

Status of Issues
The chair conducted a review of the current issues

3433 Required SS-4 Correction Request – Approved to go to Joint Committee.

3239 Form 1040 Packages not sent to some taxpayers – Approved to go to Joint Committee.

3145 EFTPS System Change – Approved to go to Joint Committee.

700 Delay in Audit Response – Subcommittee does not feel this is a problem any longer. Dropped.

3333 Preparer Reimbursed from Refund – There is a process in place for preparers to be paid from refund. Dropped.

Issues to be worked in Atlanta at the Face-to-Face Meeting:

3345 Oatley - OIC Appeals

3138 Oatley – OIC Criteria – committee would like a Subject Matter Expert (SME) for the Face-to-Face Meeting. Chavez and Lewis will work on finding a SME for the Atlanta Meeting.

2866 Matheny & Vivona - Toll Free Information on prior year returns – awaiting information from Analyst. Possibly the telephone SME can answer the questions.

3188 Cassady – Dependent Issue

2148 Paolone – Telephone Quality – SME in Atlanta.

1989 Paolone – Toll-Free Telephone Service Quality – SME in Atlanta.

2915 Paolone – Toll-Free Telephone Service Quality – SME in Atlanta.

It was suggested that the IRS provide a SME on telephone quality for the TAP because the IRS is closing TACs and telephone sites and decreasing telephone site hours.

Hanna asked Analyst Chavez to discuss the Activity Report. Chavez requested the committee complete the Speaker’s Request Form because all the information on that form is required for the database. This database then becomes the chair’s report for his monthly report. She asked that anyone who does not have the form to contact her.

Plans for Face to Face Meeting
Hanna reviewed the agenda for the face to face meeting in Atlanta, Ga. 7/22-23/05.

JT suggested that goals and objectives be discussed during the face-to-face meeting.

Hanna thanked Vivona, Wright, Moore, Matheny and Irizarry for volunteering to help with some of the tasks that the committee need to do.

Lewis thanked Hanna, Matheny and Oatley for helping with the interviews.

The meeting was adjourned. The next meeting will be July 22 & 23, 2005 in Atlanta.