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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.

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AARP Tax-Aide

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  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 ?

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