1 / 19

AARP Tax-Aide

NY3 District Coordinator Meeting November 8, 2012 Dora Maxwell Auditorium Albany, NY. AARP Tax-Aide. Agenda. 2011 Tax Season. Accomplishments. Tax-Aide Site Activity Report As of 5/7/12 (Not Normalized). Volunteer Expenses (Grant Cycle 2011-2012 vs 2010-2011). 2012 Tax Season.

mikel
Download Presentation

AARP Tax-Aide

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. NY3 District Coordinator Meeting November 8, 2012 Dora Maxwell Auditorium Albany, NY AARP Tax-Aide

  2. Agenda

  3. 2011 Tax Season Accomplishments

  4. Tax-Aide Site Activity ReportAs of 5/7/12 (Not Normalized)

  5. Volunteer Expenses(Grant Cycle 2011-2012 vs 2010-2011)

  6. 2012 Tax Season Goals & Priorities

  7. Goals & Priorities

  8. Accuracy Return Review Sheet (Form 6729–C Draft) IRS Reviews (Pub 1084) Site Review Sheet(Form 6729 Draft)

  9. IRS Reviews – Action Plan • Goal is 100% Accuracy on Returns • Target conducting one site review and three return reviews in each of the 13 Districts • Logistics and staffing to be worked out with the IRS

  10. Goals & Priorities

  11. Taxwise Online Target • Current Status • 57% of Sites • 65% of e-files • 2012 Tax Season Goal • 76% of Sites • 90% of efiles • Action Plan • Target sites with greater than 200 efiles

  12. TWO Target Sites

  13. Goals & Priorities

  14. Source of Prospect Application Entry

  15. Goals & Priorities

  16. AARP Tax-Aide Funding Reduction for 2011 Tax Season $800k vs. $2M Optimistic assumption for 2012 Tax Season is flat

  17. Volunteer Expense by District National Average = $2.78 NY3 Average = $2.93 Cost per Return NY3 Districts

  18. NY3 Expense Reduction 2012 Tax Season Actions • Reduce Counseling Expenses • Encourage 35 vs 55+ cents per mile • Reduce Meeting Expenses • Minimize Travel • Reduce Hotel Bills • Carpooling

  19. Goals & Priorities Questions Comments ?

More Related