2009 AARP Tax Aide Post Season Meetings May 10 th – Livingston May 11 th – Princeton May 12 th - Atco

Agenda Opening Remarks & Introductions 2009 Results, Trends & Major Accomplishments Training Partnerships, Communications & Recruitment Activity Reporting, IRS Materials, Expenses TWO Experience Summary TWO Site Evaluation

Objectives Facilitate communication and solicit feedback Listen to and discuss our experiences this year and your suggestions and recommendations for next year Your feedback will help us establish goals for next year

NJ Goals for TY % Quality Review – Results: NJ 96.7% up from 76.6% in ’08 11 Districts >95% 1 District <90% 100% Use of Intake & Interview Sheet: >90% Do more with less eqt from IRS and AARP – AARP provided 10 LT, 5 printers – Partners provided 64 LT, 25 printers – Others provided 7 LT, 2 printers

NJ Goals for TY Increase security of TP data – TWO – Counselor awareness, site selection & assistance – Discontinued practice of preparing client returns off site Increase recruitment efforts – Some success but more is needed. #1 reason limiting helping more TP Seek additional grants and partners – Results: UW Gloucester, Hudson, Monmouth, AtlantiCare, – Cash donors in Ocean West, Bergen, Monmouth, Morris – 17 IRS/AARP Summer meetings identified for consideration

NJ Goals for TY Increase e-file in all 16 districts to 90% – NJ ~86%, an increase of 16.3% – Districts over 90%: ~10 Increase e-file sites – Added EFINs and TaxWise for 11 sites – 20 paper sites in 6 districts remain Investigate TWO usage – Established 20 sites in 7 districts Focus on larger sites – Sites decreased from 198 to 175 – Small sites decreased from 27 to 15 – Returns/site increased to 160 (+8%) Serve more clients at larger, more efficient sites – Established 1 st supersite in NJ – Excellent results – Validated concept of larger sites – more flexible, more experienced counselors

NJ Goals for TY Improve Training Process – Conducted Tax Wise familiarization workshops – Introduced VOS – Recommended statewide training program with 4 required problems and NJ Proficiency problem – Provided training expertise where needed Improve communications & dissemination of info statewide – Coordinators meeting included DC, TC and Lead Instructors – NJ Tax aide Website – Member of SMT at district meetings

NJ Goals for TY Establish presence in Hudson County – Jersey City. 1 st year ~200 returns Discontinue program in Cumberland & Cape May – Coordinated with VITA to take over Cape May transfer was successful Cumberland was not successful. Gloucester stepped up and met challenge Investigate ways to reduce expenses – Instituted mileage cap program directed by HQ – Use of NJ Tax Aide sales tax-exempt card – Alerted districts to good paper sales