He's been in Appeals here representing his clients but also before various California bodies, franchise tax board and others. Tax controversy is Steven's niche area, and he's represented plenty of clients before the Internal Revenue Service.Īnd no stranger to Appeals. He is admitted to the bar of the United States tax court which is no easy feat as a non-attorney, a tough test there, and I think that's quite an accomplishment. I will talk about our practitioners joining today and you can see them on the screen starting with Steven Jager, a Certified Public Accountant licensed in California, has over 40 years of experience in tax planning and compliance, income tax controversy, business strategic consultant. I was glad he raised his hand to do the first of the inaugural version of these panels today, so Shahid will be our moderator. This is his second year in Appeals, but great to have him on board.Īnd he has a long clear with IRS in SBSE operating division and most recently Director of Campus Collection in the Andover campus, and Lia and I have been thrilled since he came to Appeals, just how he thinks about things, how he's a change agent, always looking to improve processes. So Andy, I will turn it back to you to kick off the introductions.
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We hope today will be a two-way dialogue that leads to the full appreciation of what makes the Taxpayer Experience for Appeals. We have very experienced Collection Appeals panelists who can speak to the Appeals processes and how practitioners and Appeals can best work together to provide that quality Taxpayer Experience. The three practitioners we have that work extensively with Appeals will help us get the taxpayer perspective that works well in Appeals and identify areas where we can improve. It is important to look at the processes through the eyes of the taxpayer. Let me stop and turn first to our deputy chief of Appeals, Lia Colbert. I think this panel will be able to help us identify what works well, what could work better in Collection Appeals, so I'm thrilled to have them here today. It's Settlement Officers as they interact one by one on cases but it's with management in Appeals as well and executive leadership to ensure that our processes facilitate a positive Taxpayer Experience. I think promoting good Taxpayer Experience is a responsibility of all of us. That's a big responsibility for us to ensure that we've got processes in place, Taxpayer Experience mindset in place to work through with these taxpayers and promote a good, positive Taxpayer Experience.
As you all know well, Appeals is the last opportunity for the taxpayer to resolve their case without litigation, so the last opportunity, but it's also the first opportunity for many taxpayers to speak with a human being in an effort to resolve their case and they may have gotten automated notices now from IRS and when they finally get to Appeals it is theirs first chance to talk to a human. In my view, nowhere is Taxpayer Experience more important in IRS than it is in Appeals. You know all of you that we've talked a lot about the Taxpayer First Act in Appeals and the focus on the Taxpayer Experience.
Let me say a word about why we are holding these discussions. I think we will talk about Collection Appeals today, and our next panel up we plan to focus on Exam Appeals and perhaps after that future panels. Music Playing > ANDY: Thank you for joining us today, and as we hold panel to explore best practices for working cases in Collection Appeals, this is the first of these panels that we are doing but it won't be the last.
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