CS-12-354 Estate and Gift, CS-12-355 Collection, CS-12-356 Employment,, CS-12-357 Excise, and CS-12-358 Field Exam Surveys

Estate & Gift Tax Prenotification Letter

Dear

I need your help with an important initiative I am undertaking to improve our service to America's taxpayers.

In a few days, you will receive a survey asking your opinions about the service you received from the IRS in a recent audit of an estate or gift tax return. If you are not the person who had the most contact with the IRS on this matter, please direct the survey to the person who did.

This brief survey should take less than 5 minutes to complete. Pacific Consulting Group, an independent research firm, will provide your responses anonymously to the IRS. Pacific Consulting Group will not provide any of your identifying information to the IRS and will provide your responses to the IRS in aggregate totals only.

The IRS is committed to improving service to every customer. Please help us in this effort by completing and returning the survey as soon as possible. If you do not receive a survey, please contact the Survey Helpline at 1-866-960-7897.

Sincerely,

John H. Imhoff, Jr.

Director, Specialty Programs

L1_13523

Dear

A few days ago, you received a letter from John H. Imhoff, Jr., Director, Specialty Programs, asking for your help with an important research project. The IRS is committed to improving its performance and service to the American public. As part of the process, we are administering a nationwide survey to obtain feedback from individuals who had a recent audit of an estate or gift tax return.

We want to know your opinions regarding the audit process and the service you received. Your responses are critical to the accuracy of our evaluation of the IRS’s service. If another person was primarily responsible for dealing with the IRS on this matter, please direct the survey to that person and encourage him or her to respond.

Pacific Consulting Group/Scantron will hold your identity anonymous and will not provide any of your identifying information to the IRS. Your answers will be grouped with others, so that no individual reply can be traced back to a person or case number.

This brief survey should take less than 5 minutes to complete. We have included a postage-paid reply envelope for you to return your completed survey. If you have any questions or concerns, please feel free to contact the Survey Helpline at 1-866-960-7897.

To verify the authenticity of this survey, please visit IRS.gov and enter the search term “customer surveys.” The IRS Customer Satisfaction Survey page contains a list of valid and current IRS surveys and as of this issuance should provide a reference to SB/SE Estate and Gift Tax Examination.

Thank you in advance for your cooperation.

Sincerely,

Dr. Peter Webb

Project Director

Pacific Consulting Group

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Do We Have Your Input Yet?

Recently, you received a survey asking your opinions

about the service you received in a recent interaction with the IRS.

If you have already completed and returned the

survey, please accept our sincere thanks. If not, please

take a few minutes to complete and return it today. We want

to be sure we have your opinions and suggestions for improving

the IRS’s service to the public.

If you did not receive the survey, or it got misplaced,

please contact us at 1-866-960-7897.

Dr. Peter Webb

Project Director

Pacific Consulting Group

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Dear

Recently you received a survey requesting your feedback about your experiences during a recent IRS audit of your estate or gift tax return. So far, we have not received your completed survey. If you have not already completed the survey, please take a few minutes to fill in your responses. If another person was primarily responsible for dealing with the IRS on this matter, please direct the survey to that person and encourage him or her to respond.

As described in our previous communication, we are administering a nationwide survey among people who have had a recent IRS audit of an estate or gift tax return. We want to know your opinions regarding the audit process and the service you received. Your responses are critical to the accuracy of our evaluation of the IRS’s service.

Pacific Consulting Group will hold your identity anonymous and will not provide any of your identifying information to the IRS. Your answers will be grouped with others, so that no individual reply and be traced back to a person or case number.

The survey should take less than 5 minutes to complete. We have included a postage-paid reply envelope for you to return your completed survey. If you have any questions or concerns, please feel free to contact the Survey Helpline at 1-866-960-7897.

To verify the authenticity of this survey, please visit IRS.gov and enter the search term “customer surveys.” The IRS Customer Satisfaction Survey page contains a list of valid and current IRS surveys and as of this issuance should provide a reference to SB/SE Estate and Gift Tax Examination.

Thank you in advance for your cooperation. The IRS is committed to improving its performance and service to the American public. A vital step in this process is to gather reliable information from those who have had contact with IRS employees and services. Your honest opinions will help bring about these changes.

Sincerely,

Dr. Peter Webb

Project Director

Pacific Consulting Group

L4_13523

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