Taxpayer Assistance Center (TAC)
Issue Committee
Teleconference
June 24, 2008

Program Owner
Peggy Sue Unander, TAC Supervisory Analyst
Michelle Jones, TAC Analyst

Members Present
Craig Capehart
Dan Conder
Dan Fretheim
Bb Haines
Ed Johnson, Vice-Chair
Louise McAulay
Jerry Melchior
David Monnier
Homer Sewell III
Ann Spiotto
Tommy Thompson
Wayne Whitehead, Chair

Member Absent
Regina White

Guest
Malene Tolbert, Tax Analyst

Staff
Judi Nicholas, TAP Program Manager
Dave Coffman, TAP Program Analyst
Marla Ofilas, TAP Secretary

Welcome/Announcements
Wayne opened the meeting and welcomed the participants.  Marla took roll call and a quorum was met.

Subcommittee Report Out
Each subcommittee provided a brief update on their current activities and next steps.

• Customer Screening Subcommittee

Bob reported that Ann did a wonderful job on the check sheet. The subcommittee is now ready to wrap up their report.

• Tax Return Preparation Subcommittee

Ed reported that the subcommittee reviewed and refined their list of recommendations. 

The subcommittee is now ready to work on rationales for their recommendations and will provide a draft by the next full committee teleconference.

• Appointment Process Subcommittee

Dave M. reported that the subcommittee met and had a thorough discussion on the recommendations, some of which were changed.  Dave continued to explain their findings.

The subcommittee will hold another meeting to discuss and implement their next steps. 

Program Owner Comments
Peggy Sue thanked the subcommittees for their recommendations. She felt that Field Assistance will be able to look at the recommendations, whether they are short-term fixes or long-term fixes, and improve the process.

Joint Committee Comments
Every year, selected members of TAP, with Taxpayer Advocate Nina Olson and TAP Director Bernie Coston, meet with the IRS Commissioner. One of the items on the agenda for this year is to brief the Commissioner on the project being worked by the TAC Issue Committee.  Wayne will draft some talking points and share them with the committee for their input.  The talking points will be used by TAP Chair Hank Mosler when he meets with the Commissioner.
ACTION: Wayne will draft some committee talking points and e-mail them to the members for their review and input. 

Member Comments
There were no member comments.

Closing
Wayne thanked everyone for their participation. Judi closed the meeting.