Get more from the Tax Forum by coming on Monday – Day Zero. Day Zero is a new extended Monday program at the Tax Forum. The agenda includes three in-depth Practice Management sessions, the Annual Filing Season Program Refresher, a peer-to-peer issue resolution panel, and more presented by IRS partners. Apart from the Annual Filing Season Program Refresher, Day Zero sessions are open to all paid Tax Forum attendees, do not require any additional pre-registration to attend (subject to capacity limits - spaces are offered on a first-come, first-served basis), and do NOT qualify for CE credits. The full Day Zero agenda will be available soon.
Bring your client’s toughest unresolved IRS case to the Tax Forum. The Taxpayer Advocate Service (TAS), in collaboration with the IRS, offers personalized, one-on-one assistance through the Case Resolution Room (by appointment only). TAS and IRS representatives with specialized expertise will review your client’s case, research the issue, and work toward resolution during your appointment. If additional time is needed, TAS will establish a case and coordinate with the appropriate IRS office.
Plan Ahead – Schedule Your Appointment
Appointments can be scheduled three weeks in advance before the start of each Tax Forum but are limited. Advance scheduling is available to registered attendees on a first-come, first-served basis. Visit the TAS Case Resolution webpage to learn more, confirm eligibility, and book your appointment.
The Digital Account Services Room (DASR) provides tax professionals with personalized, one-on-one assistance from IRS representatives specializing in digital account services and practitioner support. Representatives from Taxpayer Services (TS), the Return Preparer Office (RPO), and Privacy, Governmental Liaison and Disclosure (PGLD) will be available by appointment to help resolve issues, answer questions, and provide guidance on IRS online tools and services. Assistance is available for topics including CAF and authorization issues, e-Services and e-file applications, online accounts, PTIN and Enrolled Agent programs, transcript access, and identity authentication support.
Plan Ahead – Same-Day Appointments Required
Appointments are required and must be scheduled the same day services are requested. Availability is limited and offered on a first-come, first-served basis during operating hours.
Hours of Operation:
We invite registered Tax Forum attendees to share their experiences and discuss innovative ideas with us in our research studies. The IRS will conduct in-person focus groups, interviews, and surveys this year at each of its Tax Forum locations. Your willingness to participate in IRS-conducted focus groups, interviews, and surveys is completely voluntary. Sign-up for the Focus Groups will take place in-person at a table near conference check-in/registration.
Focus groups are scheduled for one hour, with eight to ten participants. Participants who meet the qualifying criteria are invited to attend the focus group. Participation is on a first-come, first-served basis. Research interviews are typically 15 minutes or less. Surveys are offered through a QR Code, which can be accessed using your phone. Descriptions of focus group, interview, and survey topics, along with qualifying criteria for participation, will be released this spring.
This lunchtime session examines how the Working Families Tax Cuts Act tax provisions and the Executive Order to reduce paper checks affected tax preparation and client outcomes during filing season 2026. Panelists will discuss where the Working Families Tax Cuts Act changes aligned with expectations, where challenges emerged and how those issues influenced return preparation, documentation, refund outcomes and client communications. The session will also provide an opportunity for you to share your lessons learned, hear fellow tax professionals share their experiences and what you expect during filing season 2027. No CE credit will be offered for attending this panel discussion.
Join the National Taxpayer Advocate for a town hall held during the NTF Networking Reception. This interactive Q&A session provides an opportunity for tax professionals to discuss emerging issues affecting taxpayers and the practitioner community. Participants are welcome to bring refreshments from the reception. Wednesday at 4:30 p.m.
*Note: CE credit is NOT offered for these events