tap 2010 getting started legal aid of north carolina willette m. crews, presenter november 20, 2009
TRANSCRIPT
Welcome to TAP Season 2010
Thank you for helping families save money
and take control of their finances in TY2008.
Getting Started
TY2009 TAP Differences Design Models Season Schedule Action Items Prep Steps to Season
2008 Summary - What We Learned
Training and Practice Critical Access in Rural Areas Still an Issue Local offices need more community partners College volunteers valuable resources Local partnerships enhance project
TY2009 Changes - Design
Most sites will use Beehive software Staff participation encouraged but not
mandatory All training via Internet except for community
partners Advanced certification needed at all sites to
deal with cancellation of debt issues
TY2009 Changes - IRS
Site Coordinators and Quality Reviewers must certify at Intermediate or above
Verification of test results required before volunteer can work as preparer
Changes in hours require change to 13715 and submission to SPEC
Listing of VITA sites will be on IRS website IRS has added Partner Page to its site
TY2009 Changes – Target Areas
Increase focus on remote communities
Use networking to leverage resources
Non-filers Domestic Violence
victims Disabled taxpayers
TY2009 Changes - Design Models
Daily Preparation During Business Hours
Weekly Event Days/Nights
Scheduled Remote Events
Combination of Options
Design Model - Remote Events
DV Shelters Homeless Shelters Housing Communities Community Agencies Churches Other Places
TY2009 Changes - Internet
Use Online training to conserve resources.
Use GoToMeeting (G2M) to facilitate coordination of project among all sites.
TY2009 - Regional Approach
Identify common community partnerships
Share burden of administrative tasks
Facilitate coordination of remote events
Regional Approach – East
Ahoskie Enfield Wilson Goldsboro Rocky Mount Columbia Hyde County Plymouth Williamston New Bern Kinston
Community Partners
North Carolina Clients Council Greater Kinston Credit Union Martin County CDC Tyrrell County CDC Samaritan’s Ministry Farmworkers Group WEB DuBois CDC
North Carolina Clients Council
North Wilkesboro (Samaritan’s Ministry) Rocky Mount Goldsboro Kinston (GKCU) New Bern (assisting local site) Fayetteville (assisting local site) Columbia Hyde County Plymouth
Action Items - Outreach
Get the word out using flyers and coupons Flyers/posters will go out to churches &
agencies Place posters and coupons in your intake
areas and remote locations
Action Items – Non-filers
Look for taxpayers who have not filed in several years
IRS will only give refunds retroactively for 3 years
EITC may still be available to some non-filers
September and October Activities
ARRA Flyers and Posters distributed Community Partner Development Training of NCCC volunteers Updates & changes to webpage Begin materials distribution
Schedule - November
November 16 Link & Learn Training Lab Back Online
November 15 Distribution of Coupons & Flyers continues
November 20 Process-Based Training online
November 30 Completion of Site Coordinator, ARRA and 13614-C Training
November 30 December Flyer Distribution begins
Schedule – December & January
December 15 Beehive Training December 15 Local Site Coordinators
Tax-Law Certified December 30 Preparers Certified January 7 Coordinators Training II
E-filing & Reports January 15 Return preparation
begins
TY2009 – Prep Steps
Define local design Complete IRS Form 13324
(IRS Civil Rights Compliance) Complete IRS Form 13533
(Sponsor Agreement) Recruit Preparers
Next Steps – Define Local Design
Create local design using options described
Identify concerns and/or assistance needed to facilitate
Next Steps – Complete IRS Forms
Submit Local Design (days & hours)
(due immediately on IRS Form 13715) Complete IRS Form 13324
(IRS Civil Rights Compliance) Complete IRS Form 13533
(Sponsor Agreement)
Next Steps – IRS Training
American Recovery and Reinvestment Act 13614-C Intake and Interview/Quality
Reviewer Training Site Coordinator Training VITA/TCE Certification Test at Intermediate
Level (minimum)
Next Steps – Recruit Preparers
Start with Staff
Contact 2008 Preparers
Seek new preparers
Schools, clients, other volunteers
Thank You
If I have not spoken with you personally, please send me an email to let me know when you are available and I will call you.
Suggestions and ideas are always welcome. Please call me or send me an email.
Contact Information
Please feel free to contact me with any questions or concerns:
Willette Crews
(919) 688-6396 x434
(919) 672-0264 (mobile)