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Taxpayer Advocacy Panel (TAP)

Issue Committee
Wage & Investment (W&I) Reduce Taxpayer Burden
(Notices)

Meeting Minutes (Teleconference)
March 1, 2007 1:00 PM – EST

Designated Federal Official (DFO)
Nancy Ferree, TAP Program Manager, Plantation, FL

Members Present
Ben Chapman
Paul Colombo
Steven Fulkrod
Joe Hurr
David Meister
Neil Mitchell
Max Scott
Howard Stahl
Mary Suther
Chuck Tice
Edward Uhrig
Warren Wong
J. T. Wright

Members Absent
Lee Congdon
David Jones
Lee Stieger

Staff Present
Anita Fields,   TAP Staff & Note taker
Jim Cesarano, IRS Program Owner Representative
Sallie Chavez, Program Analyst

Welcome & Announcements
Committee Chair Max Scott opened the meeting by welcoming panel members and asked TAP staff Anita Fields to call roll. It was noted that there were no citizens were present.

Roll Call
Quorum was met.

Approve Meeting Minutes
Chair Max Scott decided to approve minutes at Face-to-Face (F2F) and Sallie will transport them.

Comments from Program Owner
Program Owner Representative Jim Cesarano discussed new project Form 12153 (Due process hearing request).  

TIGTA reported on needs of visually impaired. TIGTA program manager will be at F2F meeting this month.

Exam wants Form 886-H re-written and also Notice CP 75 has been re-written.

Chuck Tice would like to have forms prior to F2F for review.

Subcommittee Report and Updates

Document Assessment Tool (DAT)
Joe Hurr is Vice Chair, therefore he is the leader of DAT teams.

Joe Hurr had nothing to report.

Stuffer Project
Lee Congdon is the lead.  Dave had nothing to report.  Sallie sent disk and all information to new subcommittee members.

Direct Mail Marketing
Lee Congdon is lead.  Nothing to report.

Document Assessment Tool (DAT) Scoring
Sallie stated that she is doing the training for DAT and she rearranged some of the members on the team.

Dynamic Project Team
Ed Uhrig was appointed as lead.  Nothing to report

Vision Impaired (TIGTA) Project
Nothing to report. TIGTA will be giving report at F2F meeting.

Combined Forms & Testing Project
No action to report on this.
Warren Wong asked where he could find subcommittee reports and info. Go to TAP Space.  Sallie will check within 1 day to update Tap Space.

Ben Chapman asked about call of low income taxpayer collections.

Face to Face Meeting
Sallie gave all information on travel plans for F2F meeting in Atlanta.

Meeting Close
Chair Max Scott encouraged panel members to complete subcommittee report document on TAPSpace prior to the face-to-face meeting.

The Notices Issue committee meeting was adjourned.

Next meeting will be March 14, 15, 16, 2007 at F2F in Atlanta.

 

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