On August 22, 2016, National Taxpayer Advocate Nina E. Olson and U.S. Rep. Xavier Becerra, a senior member of the House Committee on Ways and Means and Ranking Member of the Ways and Means Subcommittee on Social Security, held a public forum to discuss what taxpayers want and need from the IRS to comply with their tax obligations.
The forum drew nearly 100 participants from the greater Los Angeles area. Representative Becerra addressed the audience about his concerns with identity theft issues and ongoing IRS phone scams before turning the event over to National Taxpayer Advocate Nina Olson. The panel discussion highlighted concerns with online account access envisioned by the IRS Future State plan in light of the increasing issues with identity theft. California State Advocate Susan Maples shared her experience with launching online account access for California residents and the need to balance between reducing burden on taxpayers and protecting their personal information.
In addition, Nancy Remo, EA, MBA, NAEA Member and California Society of Enrolled Agents (CSEA) Member, testified before audience members to provide them with her comments on taxpayer and practitioner access to taxpayer account information while IRS works to build the agency's Future State framework. Ms. Remo practices in Los Angeles and is also one of Rep. Becerra's constituents.
A synopsis of the August 22 forum can be found here. The forum's agenda can be found here. The National Taxpayer Advocate press release on the forum can be found here. A summary of panelist biographies can be found here. NAEA and CSEA Member Nancy Remo's oral testimony follows below: