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IRS

Simplifying taxes is a winner for Challenge.gov and the IRS

 

IRS Tax Challenge

Reimagining the taxpayer experience for the IRS and Mortgage Brokers Association

Role / Research, Interaction & Visual Designer

Company / The Internal Revenue Service

The IRS hosted a Taxpayer Challenge on Challenge.gov in April 2016.  I participated in the project over a 2 week period and won 2nd place Overall and in Taxpayer Usefulness.  This was my first challenge, and the IRS's first challenge on Challenge.gov. It was a fantastic experience that left me feeling very engaged with the government.

 

THE CHALLENGE

  • The goal of the project was to: "reimagine the taxpayer experience and design the taxpayer experience of the future. With over 200 data fields at play, how might we design, organize, and present tax information in a way that makes it easier for taxpayers to manage their taxpayer responsibilities, and to use their own taxpayer data to make informed and effective decisions about their personal finances?."

  • IRS and non-IRS mentors were available by appointment.  I interviewed 6 IRS employees, numerous taxpayers and was advised by 3 non-IRS mentors.

  • Check out the actual challenge on Challenge.gov


 

My Submission

 

Final Designs

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Awards Ceremony at the IRS

 Here's the IRS commissioner with my giant check.  Currently the giant check resides somewhere in the IRS main headquarters, but I'd love to bring it home.  Ping me if you're ever passing through DC and have room in your luggage;)

Here's the IRS commissioner with my giant check.  Currently the giant check resides somewhere in the IRS main headquarters, but I'd love to bring it home.  Ping me if you're ever passing through DC and have room in your luggage;)

 I wasn't able to physically attend the awards ceremony in Washington, DC but the IRS was able to include me digitally!  I joined via FaceTime to say hello to the crowd.

I wasn't able to physically attend the awards ceremony in Washington, DC but the IRS was able to include me digitally!  I joined via FaceTime to say hello to the crowd.

 I'm meeting all of the challenge hosts, with my designs in the background...

I'm meeting all of the challenge hosts, with my designs in the background...

 

Final Notes

  • Thanks to Kalvin Wang of Nava for actually reading my captions and offering to fly my giant check to SF.  I'm remodeling my house so the giant check is going to have to wait to make the transcontinental trip home.
 

Read More

I actually got some press from this, you can check it out here:

IRS Picks Crowdsourced Tax Design Challenge Winners

Challenge Winners Mock up IRS Websites of the Future