CS-19-509 TAS Customer Satisfaction Mail Survey

[Exhibit A - TAS Survey Pre-Notification Letter - Taxpayer]

Dear
As the National Taxpayer Advocate, I lead the Taxpayer Advocate Service (TAS) in helping taxpayers resolve
problems with the IRS. You were selected to participate in a survey, which will take about 10 minutes to
complete. Your participation is voluntary. By completing and returning the voluntary survey, you can let us
know what we did well and what we could have done to make your experience with us even better.1
How you can take the survey
You will receive a survey package from TAS within the next couple of weeks. It will include the TAS Customer
Satisfaction Survey and a self-addressed, stamped return envelope. Please have the person in your household
who knows the most about your recent experience with TAS complete the survey. Reflect upon the concern a
TAS case advocate assisted you in addressing when responding to the questions. Return the completed survey
as soon as possible using the included envelope.
Questions or assistance
If you have any questions or need assistance in completing this survey, please call 904-661-3351 and leave a
message with your name and phone number. Someone will call you back.
Verification
To verify the authenticity of our survey, please visit www.irs.gov/css where you'll find this survey listed under
Taxpayer Advocate Service.
Privacy Act Notice
The primary purpose for requesting this information is to help the IRS improve its service to taxpayers. Our
authority for requesting the information is 5 USC 301 and 26 USC 7801. Providing information is voluntary.
However, if you do not answer all or part of the survey questions, the IRS and TAS may lack information it
could use to improve taxpayer service. TAS is legally compelled to protect your information under Internal
Revenue Code Section 6103.
I am committed to providing the best possible service to every taxpayer and I look forward to hearing about
your experience with TAS.
Sincerely,
Bridget T. Roberts
Bridget T. Roberts
Acting National Taxpayer Advocate
1 Paperwork Reduction Act: The Paperwork Reduction Act requires that the IRS display an OMB control number on all public information
requests. The OMB Control Number for this study is 1545-1432. Also, if you have any comments regarding the time estimates associated with this
study or suggestions on making this process simpler, please write to the Internal Revenue Service, Special Services Section, SE:W:CAR:MP:T:M:SP,
1111 Constitution Ave. NW, Room 6129, Washington, DC 20224.

L1 (Taxpayers)_F14783, IRS Letter 4569 (Rev. 10-2019), Catalog Number 54495R

[Exhibit B - TAS Survey Pre-Notification Letter-Business]

ATTN:
Dear
As the National Taxpayer Advocate, I lead the Taxpayer Advocate Service (TAS) in helping taxpayers resolve
problems with the IRS. You have been selected to participate in a survey, which will take about 10 minutes to
complete. Your participation is voluntary. By completing and returning the voluntary survey, you can let us
know what we did well and what we could have done to make your experience with us even better.1
How you can take the survey
You will receive a survey package from TAS within the next couple of weeks. It will include the TAS Customer
Satisfaction Survey and a self-addressed, stamped return envelope. Please reflect on your recent experience with
TAS in representing the business listed above when completing the survey. Return the completed survey as
soon as possible using the included envelope.
Questions or assistance
If you have any questions or need assistance in completing this survey, please call 904-661-3351 and leave a
message with your name and phone number. Someone will call you back.
Verification
To verify the authenticity of our survey, please visit www.irs.gov/css where you'll find this survey listed under
Taxpayer Advocate Service.
Privacy Act Notice
The primary purpose for requesting this information is to help the IRS improve its service to taxpayers. Our
authority for requesting the information is 5 USC 301 and 26 USC 7801. Providing information is voluntary.
However, if you do not answer all or part of the survey questions, the IRS and TAS may lack information it
could use to improve taxpayer service. TAS is legally compelled to protect your information under Internal
Revenue Code Section 6103.
I am committed to providing the best possible service to every taxpayer and I look forward to hearing about
your experience with TAS.
Sincerely,
Bridget T. Roberts
Bridget T. Roberts
Acting National Taxpayer Advocate
1 Paperwork Reduction Act: The Paperwork Reduction Act requires that the IRS display an OMB control number on all public information
requests. The OMB Control Number for this study is 1545-1432. Also, if you have any comments regarding the time estimates associated with this
study or suggestions on making this process simpler, please write to the Internal Revenue Service, Special Services Section, SE:W:CAR:MP:T:M:SP,
1111 Constitution Ave. NW, Room 6129, Washington, DC 20224.

L1 (Businesses)_F14783, IRS Letter 4569-E (Rev. 10-2019), Catalog Number 71585K

[Exhibit C - TAS Survey Pre-Notification Letter - POA]

Re:
Dear
As the National Taxpayer Advocate, I lead the Taxpayer Advocate Service (TAS) in helping taxpayers resolve
problems with the IRS. You, as the taxpayer's representative, have been selected to participate in a survey,
which will take about 10 minutes to complete. Your participation is voluntary. By completing and returning the
voluntary survey, you can let us know what we did well and what we could have done to make your experience
with us even better.1
How you can take the survey
You will receive a survey package from TAS within the next couple of weeks. It will include the TAS Customer
Satisfaction Survey and a self-addressed, stamped return envelope. Please reflect on your recent experience with
TAS in representing the taxpayer noted above when completing the survey. Return the completed survey as
soon as possible using the included envelope.
Questions or assistance
If you have any questions or need assistance in completing this survey, please call 904-661-3351 and leave a
message with your name and phone number. Someone will call you back.
Verification
To verify the authenticity of our survey, please visit www.irs.gov/css where you'll find this survey listed under
Taxpayer Advocate Service.
Privacy Act Notice
The primary purpose for requesting this information is to help the IRS improve its service to taxpayers. Our
authority for requesting the information is 5 USC 301 and 26 USC 7801. Providing information is voluntary.
However, if you do not answer all or part of the survey questions, the IRS and TAS may lack information it
could use to improve taxpayer service. TAS is legally compelled to protect your information under Internal
Revenue Code Section 6103 to keep your responses private to the extent allowed by law.
I am committed to providing the best possible service to every taxpayer and I look forward to hearing about
your experience with TAS.
Sincerely,
Bridget T. Roberts
Bridget T. Roberts
Acting National Taxpayer Advocate
1 Paperwork Reduction Act: The Paperwork Reduction Act requires that the IRS display an OMB control number on all public information
requests. The OMB Control Number for this study is 1545-1432. Also, if you have any comments regarding the time estimates associated with this
study or suggestions on making this process simpler, please write to the Internal Revenue Service, Special Services Section, SE:W:CAR:MP:T:M:SP,
1111 Constitution Ave. NW, Room 6129, Washington, DC 20224.

L1 (POAs)_F14783, IRS Letter 4569-F (Rev. 10-2019), Catalog Number 71587G

[Exhibit D - TAS Survey 1st Cover Letter]

Dear
We recently sent you a letter asking for your help with an important survey we are conducting. The Taxpayer
Advocate Service (TAS) wants to learn how to improve service to taxpayers.
You were selected to participate in this survey, which will take about 10 minutes to complete. Your participation
is voluntary.
Included in the package are the TAS Customer Satisfaction survey and the self-addressed, stamped return
envelope. Reflect upon the concern a TAS case advocate assisted you in addressing when responding to the
questions. Return the completed survey as soon as possible using the included envelope.
If you have any questions or need assistance in completing this survey, please call 904-661-3351 and leave a
message with your name and phone number. Someone will call you back.
To verify the authenticity of our survey, please visit www.irs.gov/css where you'll find this survey listed under
Taxpayer Advocate Service.
Privacy Act Notice
The primary purpose for requesting this information is to help the IRS improve its service to taxpayers. Our
authority for requesting the information is 5 USC 301 and 26 USC 7801. Providing information is voluntary.
However, if you do not answer all or part of the survey questions, the IRS and TAS may lack information it
could use to improve taxpayer service. TAS is legally compelled to protect your information under Internal
Revenue Code Section 6103.
I am committed to providing the best possible service to every taxpayer and I look forward to hearing about
your experience with TAS.
Sincerely,
Bridget T. Roberts
Bridget T. Roberts
Acting National Taxpayer Advocate
Enclosures:
Survey Questionnaire
Postage Paid Envelope
L2_F14783, IRS Letter 4569-B (Rev. 10-2019), Catalog Number 69141K

[Exhibit E - TAS Survey - 2nd Cover Letter]

Dear
In the last few weeks we sent you a survey asking for your help to improve service to taxpayers. We are
interested in your thoughts and opinions about your experience with the Taxpayer Advocate Service (TAS).
• If you have already completed and sent the survey back to us, thank you!
• If not, please take a few minutes today to complete and return the survey. A postage paid envelope is
included.
If you have any questions or need assistance in completing this survey, please call 904-661-3351 and leave a
message with your name and phone number. Someone will call you back.
Privacy Act Notice
The primary purpose for requesting this information is to help the IRS improve its service to taxpayers. Our
authority for requesting the information is 5 USC 301 and 26 USC 7801. Providing information is voluntary.
However, if you do not answer all or part of the survey questions, the IRS and TAS may lack information it
could use to improve taxpayer service. TAS is legally compelled to protect your information under Internal
Revenue Code Section 6103.
We appreciate your participation. Thank you for your help.
Sincerely,
Bridget T. Roberts
Bridget T. Roberts
Acting National Taxpayer Advocate
Enclosures:
Survey Questionnaire
Postage Paid Envelope

L4_F14783, IRS Letter 4569-D (Rev. 10-2019), Catalog Number 69142V

[Exhibit F - TAS Survey-Postcard Reminder Page 1 or 2]

INTERNAL REVENUE SERVICE
TAXPAYER ADVOCATE SERVICE STOP 2301
400 W. BAY STREET
JACKSONVILLE, FL 32202

[Exhibit F TAS Survey - Postcard Reminder - Page 2 of 2]

Dear Taxpayer or POA:
In the last few weeks the Taxpayer Advocate Service
sent you a survey asking for your help to improve
service to taxpayers.
If you have already completed and sent the survey back
to us, thank you.
We appreciate your participation. Thank you for your
help.

L3_14783

[Exhibit G - Survey Questionnaire - Page 1 of 2]

[Exhibit G - Survey Questionnaire - Page 2 of 2]