Webinar: The IRS Gets a Glow-Up: Taxpayer Service, Modernization, and Preparers Under the TAS Act by ALFi

The bipartisan Taxpayer Assistance and Service (TAS) Act (S. 3931) proposes the most significant overhaul of IRS taxpayer service in a generation.

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Presenters

Peter Haukebo

Peter Haukebo is a tax controversy attorney and Partner at Frost Law, where he represents clients in complex federal and state tax disputes. His practice includes handling IRS audits, appeals, and litigation with a particular focus on employment tax controversies and the Employee Retention Credit. Peter frequently presents to national audiences on tax procedure and controversy topics, blending technical insights with practical strategies. He is admitted to practice in Arizona and Maryland and before the United States Tax Court, Court of Federal Claims, Court of International Trade, and several District Courts. Peter previously taught in the Low Income Taxpayer Clinic at the University of Maryland School of Law and chaired the Taxation Section of the Maryland State Bar Association.

Rebecca Sheppard

Rebecca Sheppard is a Partner at Frost Law with extensive experience representing clients before the IRS and state taxing authorities. She advises on audits, appeals, and tax litigation, focusing on employment tax and the Employee Retention Credit. Rebecca is known for her practical, innovative approach to controversy work and her ability to translate complex tax issues into actionable guidance for practitioners. She regularly speaks on tax procedure and controversy topics to professional audiences. She is a member of the Maryland State Bar Association’s Taxation Section Council.

Terry Lemons

Director of Public Relations

From running communications and outreach for a major government agency to covering Congress and the White House as a reporter, Lemons has decades of experience inside and outside government.

During more than 26 years at the Internal Revenue Service, he played a pivotal role overseeing the tax agency’s communications and outreach efforts to taxpayers and tax professionals. His behind-the-scenes duties included advising six different IRS Commissioners, creating the IRS “Dirty Dozen” tax scams list in 2002, establishing the innovative IRS social media program as well as working closely with the tax professional and legal communities on tax compliance and taxpayer service issues.

About

Program Field of Study: Taxes, Federal Tax Related Matters
Program Level: Basic
Who Should Attend: Enrolled Agents, Attorneys, CPAs
Credits: 1 CPE | 1 CE
Advanced Preparation: None
Prerequisite: None
IRS Program Number: JWRXB-T-00032-26-O

This session covers the bill's service and modernization provisions such as mandatory digitization of returns and correspondence, a public backlog-and-wait-time dashboard, electronic access to return and account information, expanded callback technology, and online accounts that representatives and preparers can finally use. We'll cover the proposed extension of the mailbox rule to electronic submissions and payments, and discuss a significant expansion of return preparer oversight—new penalties for altering returns and mishandling client refunds, the IRS's proposed authority to deny, suspend, or revoke PTINs, and a companion fix ensuring a preparer's fraud no longer leaves the taxpayer's assessment period open indefinitely.

The hour closes with simplification measures for Americans abroad and postponed deadlines for hostages and wrongfully detained individuals. Attendees will leave knowing which proposals would change day-to-day practice and how to track the bill's progress.

Agenda

Identify the TAS Act's proposed requirements for IRS digitization, dashboards, electronic account access, and callback technology
Explain how expanded online account access for representatives and preparers would change client service workflows
Describe the proposed extension of the mailbox rule to electronic submissions and payments
Recognize new preparer penalty exposure, the IRS's proposed authority to deny, suspend, or revoke PTINs, and the proposed limit on extending the assessment period for victims of preparer fraud
Summarize the bill's proposals for Americans abroad and its deadline relief for hostages and wrongfully detained taxpayers