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2009 AARP Tax Aide Post Season Meetings

2009 AARP Tax Aide Post Season Meetings. May 10 th – Livingston May 11 th – Princeton May 12 th - Atco. Agenda. Opening Remarks & Introductions 2009 Results, Trends & Major Accomplishments Training Partnerships, Communications & Recruitment Activity Reporting, IRS Materials, Expenses

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2009 AARP Tax Aide Post Season Meetings

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  1. 2009 AARP Tax AidePost Season Meetings May 10th – Livingston May 11th – Princeton May 12th - Atco

  2. Agenda • Opening Remarks & Introductions • 2009 Results, Trends & Major Accomplishments • Training • Partnerships, Communications & Recruitment • Activity Reporting, IRS Materials, Expenses • TWO Experience • Summary • TWO Site Evaluation

  3. Objectives • Facilitate communication and solicit feedback • Listen to and discuss our experiences this year and your suggestions and recommendations for next year • Your feedback will help us establish goals for next year

  4. NJ Goals for TY2009 • 100% Quality Review • Results: NJ 96.7% up from 76.6% in ’08 • 11 Districts >95% • 1 District <90% • 100% Use of Intake & Interview Sheet: >90% • Do more with less eqt from IRS and AARP • AARP provided 10 LT, 5 printers • Partners provided 64 LT, 25 printers • Others provided 7 LT, 2 printers

  5. NJ Goals for TY2009 -2 • Increase security of TP data • TWO • Counselor awareness, site selection & assistance • Discontinued practice of preparing client returns off site • Increase recruitment efforts • Some success but more is needed. #1 reason limiting helping more TP • Seek additional grants and partners • Results: UW Gloucester, Hudson, Monmouth, AtlantiCare, • Cash donors in Ocean West, Bergen, Monmouth, Morris • 17 IRS/AARP Summer meetings identified for consideration

  6. NJ Goals for TY2009 - 3 • Increase e-file in all 16 districts to 90% • NJ ~86%, an increase of 16.3% • Districts over 90%: ~10 • Increase e-file sites • Added EFINs and TaxWise for 11 sites • 20 paper sites in 6 districts remain • Investigate TWO usage • Established 20 sites in 7 districts • Focus on larger sites • Sites decreased from 198 to 175 • Small sites decreased from 27 to 15 • Returns/site increased to 160 (+8%) • Serve more clients at larger, more efficient sites • Established 1st supersite in NJ – Excellent results • Validated concept of larger sites – more flexible, more experienced counselors

  7. NJ Goals for TY2009 - 4 • Improve Training Process • Conducted Tax Wise familiarization workshops • Introduced VOS • Recommended statewide training program with 4 required problems and NJ Proficiency problem • Provided training expertise where needed • Improve communications & dissemination of info statewide • Coordinators meeting included DC, TC and Lead Instructors • NJ Tax aide Website • Member of SMT at district meetings

  8. NJ Goals for TY2009 - 5 • Establish presence in Hudson County • Jersey City. 1st year ~200 returns • Discontinue program in Cumberland & Cape May • Coordinated with VITA to take over • Cape May transfer was successful • Cumberland was not successful. Gloucester stepped up and met challenge • Investigate ways to reduce expenses • Instituted mileage cap program directed by HQ • Use of NJ Tax Aide sales tax-exempt card • Alerted districts to good paper sales

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