Deanna Bohn Email and Phone Number

-Speak with taxpayers and Representatives.-Assist with technical and procedural tax cases. Most complex cases with individual master file (IMF) andbusiness master file (BMF). knowledge is needed to know where to find the information in the Service wideelectronic research program (SERP), Case assistance by issue code (CABIC), and then which function/department where to get the referral assistance operations request (OAR) to, to be worked.-Educate taxpayers and Representatives on tax law, rights, consequences, decisions, and options.-Assist taxpayers in resolving their problems with the Internal Revenue Service (IRS), and to identify andpropose administrative and legislative solutions to mitigate those problems. While protecting taxpayerrights (TBOR).-Resolve taxpayer problems that have not been resolved through normal IRS channels.-Specialized research includes analysis of the account, using internal processes.-Recommend what needs to be done on accounts with various functions (credit transfers, collection holds,release of refunds; adjustments, removal of penalty and interest. Within our delegated authority ofmemorandum of understanding with the Internal Revenue Service (IRS).-Sit with other case advocates and discussed cases and resolutions.- I was selected as Lead instructor in August, 2021 (collateral duty)-Worked with congressional aides to help taxpayer inquires.Programs include:information data retrieval system (IDRS), integrated action tool (IAT), taxpayer advocacy managementsystem (TAMIS), information control system (ICS), correspondence imaging system (CIS), audit managementsystem (AMS), remittance processing system (RTS), automated offers in compromise (AOIC),correspondence exam system and field (CEAS, RGS), business common objects (BOE), and many moreprograms.

Assign work by management based off of Discoverer queries account, resolution(AR), Prisoner returns,BOGUS, etc).-Managing inventories (BOGUS, AR, 4442's, screening, verification, etc)- evaluative quality review system (EQRS)-Training within team on new programs-I was selected for the instructor cadre, passed certification in 2013.-Wrote the BOGUS internal revenue manual, with acting manager Brandy Martin.-Holding weekly team meetings-Weekly Lead meetings

my role in the IVO department focuses on verifying taxpayer information, detecting fraudulent activity, and ensuring accurate revenue protection. I use various systems and tools such as EFDS, Excel, Access, LexisNexis, and other internet websites for research purposes. I also handle account resolution, inquiries, and work closely with employers to verify taxpayer information.In addition to my regular duties, I have taken on additional responsibilities such as training new hires, updating procedures, and serving as a subject matter expert for the DISC program. I have also instructed courses on various topics such as stopping and releasing refunds, adding to scheme, and screening in EFDS.My experience in the IVO department has allowed me to develop a strong understanding of tax examining processes and procedures, as well as enhance my communication and training skills. I am dedicated to ensuring the accuracy and integrity of taxpayer information and contributing to the overall success of the department.

Training and Experience: Started as an Individual Taxpayer Advisory Specialist in November 2010 after completing training in Atlanta, GA from November to December 2010, demonstrating a solid foundation in tax advisory services.System Proficiency: Utilized various systems such as FAMIS, Q-MATIC, IDRS, AMS, RTR, FAMIS2, IAT, EUP, RS-PCC, QWINN, CIS, RCA, TAPS/SETR, Word, Power Point, Excel, 3081, etc., showcasing proficiency in navigating and using different software programs for tax-related tasks.Performed clerical duties such as data entry, record-keeping, and administrative tasks to support tax advisory services.Handled a wide range of taxpayer inquiries related to balance due, refunds, collections, liens, tax law, installment agreements, math errors, identity theft, tax return preparation, business master file questions, etc., demonstrating expertise in addressing various tax-related issues.Interacted with taxpayers professionally and courteously, providing assistance, answering questions, and guiding them through their tax situations while maintaining professionalism and courtesy.Payment Handling: Processed payments by check, money order, or cash face to face, retrieved account transcripts, and assisted with federal tax deposit requests.Prepared Form 2290, Heavy Highway Vehicle Use Tax Return for taxpayers, ensuring accurate completion and compliance with tax regulations.Tax Law Knowledge: Answered tax law questions on various issues using ITLA (Interactive Tax Law Assistance), demonstrating a strong understanding of tax codes, regulations, and procedures.Provided a full range of administrative and technical assistance to individuals via telephone and correspondence, ensuring efficient and effective support for taxpayers.Proficiency in tax advisory services, customer service, payment handling, form preparation, tax law knowledge, and administrative support, while ensuring compliance with IRS regulations.

Trained new hires on tax return account adjustments, assisting taxpayers, resolving delinquent accounts, responding to correspondence, informing and advising taxpayers, answering inquiries, and resolving problems.- Reviewed and provided feedback on new hire employee work papers using the Non-evaluate review system (NQRS).Maintained workload as a Contact Representative, handling taxpayer inquiries and requests for various forms, agreements, adjustments, and other documents.Utilized knowledge of tax code and regulations, taxpayer bill of rights, and Internal Revenue Manual procedures to assist taxpayers via telephone and correspondence.Acted as a Subject Matter Expert (SME) for mirrored accounts and specialized in adjusting and correcting taxpayer accounts for recovery rebate payments.Utilized various programs such as IDRS, IAT, CIS, AMS, and RTS on a daily basis to carry out administrative and technical assistance tasks.Served as an embedded quality review trained (EQRS) and input 3081 on SETR/TAPS.Acted as an Acting Lead and received multiple customer service and manager awards for performance excellence.Served as an On the Job Instructor for a newly trained unit from 08/03/2009-08/21/2009, providing guidance and training to new employees.

I was responsible for providing customer service and marketing new banking products to the general public.- I evaluated financial reporting systems, suspicious activity reports (SARS), currency transaction reports (CTR), and made recommendations for changes to improve processes.- I built and strengthened customer relationships through excellent interpersonal and communication skills.- My responsibilities included opening and closing accounts, balancing safe totals for shipments, proofing teller balance sheets for bookkeeping, and maintaining general ledgers.- I monitored clients' accounts to determine if changes needed to be made to accommodate life changes.- Related skills included business development, planning and coordination, financial advising, and relationship building.- I was promoted to Financial Services Specialist and was selected to take classes for a life insurance license.- I transitioned to work in the Commercial Branches (NYCX Branches) as a Customer Service Representative, where I worked with commercial businesses and retention registers to ensure compliance.- While serving as head teller, I also acted as an assistant manager.

- Handled customer service at the courtesy desk, processing merchandise refunds and providing customers with copies of receipts for register count verification and accounting purposes. I also conducted analyses on damaged goods counts.- Assisted with cashiering duties as needed, including directing the cost of goods for sales and ensuring customer satisfaction.- Engaged in merchandising activities such as setting up in-store displays, maintaining cleanliness in the area, and adjusting floor plans for modifications on the sales floor.- Transitioning to the acting role of a Department Manager, my responsibilities expanded to include workload management, on-hand inventory counts for price changes, analyzing cost basis and sale decreases, and making necessary modifications to floor plans to optimize product ordering and increase sales.- I also provided support and guidance to employees on inventory management, including setting up inventory based on on-hand counts, ordering merchandise, and coordinating signage with floor plans in the soft lines department.

Clerk on production, I was responsible for separating individual master files (IMF) such as Forms 1040, 1040A, 1040EZ, forms city 201, etc.- I also separated business master files (BMF) including Forms 1065, 1120, 1120S, 940, 941, 1023, etc.- My duties included collecting all paperwork, sweeping the area, and bringing it to number and batching for processing.- I also performed bookkeeping tasks to log all additional information received during the day as an added duty.- I conducted kindling checks to ensure that no checks or miscellaneous items were left behind in error.- I worked both day and night shifts, including weekends, to meet production needs and deadlines.