Funder Overview of the Direct File Pilot & Other Inflation Reduction Act Initiatives

Earlier this year, the IRS and Treasury announced that they are moving forward with a Direct File pilot. The goal of the pilot is to test a new and free system that is meant to improve the process of tax filing and reduce the need for millions of tax filers to use predatory tax services.

If successful this pilot could benefit over 20 million people and nearly half of all low-income tax payers.

Join us for this meeting to learn more about the pilot as well as general federal refundable tax credits outreach and other Inflation Reduction Act initiatives to encourage minority-owned small businesses and nonprofits to engage in clean energy projects. Come and learn what funders can do to contribute to success.


Laurel Blatchford- United States Dept of the Treasury

Rebecca Thompson- United States Dept of the Treasury

Meeting Materials & Resources 

  1. Shaping the Future – Innovations to Improve Access and Build a More Equitable Tax System.
  2. 2024 Direct File Explained Handout (Coalition for Free and Fair Filing)

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