State Resources for Tax Preparers

The SALT Shaker

Many states provide special access to state resources for tax practitioners in need of help with tax matters. These can be great resources for tax preparers and unlike the IRS, the states will generally talk with the preparer about a client’s circumstances without a power-of-attorney. Here is the contact information for the “local states.”

In Maryland the Tax Practitioner Hotline (410-260-7424) offers help with resolving problems, answers to questions or to confirm the dates and amounts of tax payments by clients.

The Pennsylvania Department of Revenue has created a dedicated email system for tax practitioners accessible through the online customer service center. https://revenue-pa.custhelp.com/app/home  Practitioners will have to select the “Submit a Question” tab and register to access the system. Once registered, questions can be submitted by selecting the “Submit a Question” tab again and selecting “Tax Practitioners.” The Department will respond to tax practitioner email within two business days. Practitioners can establish email threads, attach documents to email, and request a call-back from a representative, all using the practitioner email system.

The Virginia Tax Professionals Hotline at 804–367-9286 is open Monday through Friday, 8:30 a.m. to 4:30 p.m., to provide quick responses to inquiries about client accounts, or other tax questions.  For electronic filing information, early release forms, instructional materials, and special contact information, bookmark the Tax Professionals Page.  The Tax Policy Library offers a variety of information, from Tax Bulletins, to Legislative Summaries, to Rulings of the Commissioner. A great searchable resource for finding interpretations of Virginia tax law.

Delaware offers a live online chat service.  The service is available 8:30 to 4:00 Monday through Friday and can be accessed at http://portal.delaware.gov/help/taxes_0.shtml

The DC Office of Tax and Revenue has a Tax Practitioner Hotline (202-727-1435).

Please contact Andy Bareham if you need help resolving any state tax issues.

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