8.0 IRS: NEXT STEPS

The Taxpayer First Act empowers the IRS to be aspirational on behalf of our taxpayers. Taxpayers deserve an IRS that provides top quality service, assists them with timely responses to their questions, has the ability to promptly resolve their account issues and to help them more easily navigate and understand their tax obligations. To put it simply, America needs a fully functioning and well-resourced revenue Agency.

The COVID-19 pandemic reminded us all how quickly the world can change. Despite significant operational and workforce disruptions, IRS employees proudly rose to the challenge to support our nation and help distribute the largest economic relief packages in history to our fellow Americans. With the implementation of the strategies detailed in this report, the Agency will be better positioned to respond to future crises. We have a strong history of delivering for the nation’s taxpayers and our future efforts will be no different. With additional resources, we will transform the IRS into a modern, efficient and taxpayer-centered organization.

The future vision of the IRS will bring changes in technology, processes and structure. Employees will experience positive changes in different ways depending on where they work within the organization, but the scope of the changes will affect the entire workforce. We commit to providing employees with consistent messaging from all levels of leadership about what is changing and why, emphasizing their critical role in the continued success of the organization. We will continue to collaborate across the Agency to strategically and tactically align on new initiatives. As we move forward with our future strategic planning efforts, our Taxpayer First Act strategies will be our guide.

The bedrock of our Organizational Redesign Strategy will be built upon our ���� Guiding Principles and, a willingness to hear and seek �������� from employees and the National Treasury Employees Union. Together, we will define the IRS of the future. We envision dedicating FY2021 to developing an Organizational Blueprint Report which will provide a comprehensive update on reorganization implementation activities, progress and associated timelines. This Organizational Blueprint Report will also feature an in-depth analysis on costs, measures, implementation plans and project risks. With appropriate funding, we will also begin implementing the initiatives outlined in the Training Strategy and the Taxpayer Experience Strategy.

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18 .0 | COMMISSIONER’S WELCOMEIRS: NEXT STEPS

We will employ a consolidated, integrated and coordinated program management and governance approach to oversee the implementation of the TFA Strategies, IRS Strategic Plan and future legislative mandates. This approach will include monitoring progress towards achieving milestones and delivering strategic initiatives on time as well as the discipline of managing project plans/ schedules and risks; monitoring quality controls; documenting critical decisions and streamlining governance. Our actions will yield efficiencies with respect to tracking progress towards milestones across multiple Service-wide initiatives. Our Program Management Office will monitor and assess progress of identified measures and reevaluate the effectiveness of the reorganization.

While we are thankful to the Congress on the passage of the TFA legislation and the opportunities it provides the IRS to change, we remain reliant on the Congress to support funding such an endeavor. Employees, taxpayers, tax professionals and many others across our entire tax community contributed immeasurably to this report and they, like us, are relying on this report turning into action. With the implementation of our strategies we will positively impact our community and we will continue to pursue our critical mission on behalf of our country and every American.

IRS Commissioner and Deputy Commissioners Charles Rettig, Commissioner Sunita Lough, Deputy Commissioner for Services and Enforcement Jeffery Tribiano, Deputy Commissioner for Operations Support

TFAO Leadership Lia Colbert, Taxpayer First Act Office Lead Lisa Beard, Taxpayer First Act Executive James Clifford, Taxpayer First Act Executive Robert Ragano, Taxpayer First Act Executive

IRS Senior Executive Team ���������������������,���������,�������������������������������������������,� ���������������������������������� Robin D. Bailey, Jr., IRS Human Capital Officer Thomas Brandt, Chief Risk Officer Carol Campbell, Director Return Preparer Office Robert Choi, Chief Privacy Officer Erin M. Collins, National Taxpayer Advocate Kenneth Corbin, Commissioner, Wage and Investment Division Michael Desmond, Chief Counsel Elizabeth Dugger, Assistant Deputy Commissioner for Operations Support Sharyn Fisk, Director, Office of Professional Responsibility Valerie Gunter, Chief Diversity Officer Karen Howard, Director, Office of Online Services

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18 .0 | COMMISSIONER’S WELCOMEIRS: NEXT STEPS

�������������,������������������������ Eric Hylton, Commissioner, Small Business/Self-Employed Division Barry Johnson, Acting Chief Research and Analytics Officer Andrew Keyso, Chief IRS Independent Office of Appeals Edward T. Killen, Acting Commiss�oner, Tax Exempt and Government Entities Division� James Lee, Chief Criminal Investigation Terry Lemons, Chief Communications and Liaison Lee Martin, Director Whistleblower Office Kevin McIver, Chief of Staff Douglas O’ Donnell, Commissioner, Large Business and International Division � Richard Rodriguez, Chief, Facilities Management and Security Services Nancy Sieger, Acting Chief Information Officer ��������������,���������,�������������������������������,��������������������������� ������������������� Shanna Webbers, Chief Procurement Officer

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