Currently, most tax professionals rely on tax libraries and hours spent researching both simple and complex tax questions. With changing regulations and the intricacies of the tax code, it can be a challenge for some to address the needs of their clients in a timely, cost-
effective manner.

What if you could get a ready answer to those tax questions that you face with a client during tax preparation? Delphis Tax Solutions, a nationally respected consortium of tax research experts who find the answers to tax professionals’ questions, is ready to provide the tools to do just that.

About Delphis Tax Solutions

Delphis Tax Solutions comprises a consortium of tax experts whose work has been published as a resource for tax professionals throughout the U.S. A staff consisting of enrolled agents, attorneys, certified public accountants and certified financial planners serve tax research needs, allowing you to focus on the two things that matter most: your clients and your firm.

With Delphis Tax Solutions, users can access a robust, searchable tax knowledge database, receive customized responses to tax questions and benefit from personalized case research for both standard and complex inquiries. Users can manage those questions through an interactive Web-enabled component, My Questions, and view the responses and bookmarked Tax Knowledge Base articles through My Tax Knowledge Center. All of these services, which were demonstrated at the IRS Tax Forum in 2007, are offered to improve and expand tax services, save you valuable time and help build trust and rapport with your clients.

Research Resources Available From Delphis Tax Solutions

The Tax Knowledge Base (TKB) contains thousands of frequently requested federal and state tax topics ranging from corporations, partnerships and estates to general 1040 and retirement plans. Access to this robust, searchable resource, along with other tax tools outside of TKB, is provided through a yearly subscription rate (renewable annually) that also entitles subscribers to discounts.

The Send Us a Question service links users to tax expertise when solutions cannot be found in the TKB. Delphis Tax Solutions subscribers will receive a customized solution at a discounted fee for each question requiring personalized case research. For more complex tax situations that require substantial research, an hourly research rate is applied — again with a discount for subscribers. Non-Delphis Tax Solutions subscribers can access the same in-depth case work but at the regular ad hoc and hourly research rates. Before work begins on an extensive personalized case research question, an estimate of the required research time and related cost will be provided for approval.

The My Tax Knowledge Center service stores the personalized case research responses in a repository where the user can access the case details and related communications for up to 18 months and view any bookmarked Tax Knowledge Base articles for as long as the articles are active. The My Tax Knowledge Center provides answers specific to
your question(s).

According to Amy McAnarney, Vice-President of the Delphis Tax Solutions team, “We stand ready to review, research and resolve your clients’ tax questions. We provide our clients with tax knowledge database access and customized responses to complex tax questions and situations.” The group of tax research associates is made up of specially trained professionals who work year-round to provide research resources and support. “We breathe, eat and sleep taxes — so you have time to focus on your clients,”
says McAnarney.

Improve and Expand Personalized Service to Your Clients

Whereas standard tax research may yield general answers that do not always pertain to your client’s needs, services such as the My Tax Knowledge Center offer personalized responses that will help you and your clients feel confident in your decisions.

Recognizing the challenges inherent in the complex tax system, Delphis strives to make it simpler for shops of all sizes who are trying to deliver outstanding services to their market. The services offered by the Delphis Tax Solutions team are available to tax professionals across the country and can be personalized for your needs.

Save Your Firm Valuable Time & Money

The Delphis Tax Solutions team provides expert knowledge and understanding of federal and state tax laws, administration, regulations, industry trends, best practices and new developments. Instead of spending countless hours poring through written resources, subscribers can make one call and rest assured that the question will be answered, and accurately. Minimize time spent researching so you have more time to focus on the varying needs of your clients and your firm. Sending questions to the Delphis Tax Solutions team means you will spend less time and money searching for generic answers to your clients’ questions. While the experts work to quickly provide the answers you need — you can focus on building your business.

Build Trust and Rapport With Your Clients

Delphis Tax Solutions strives to inform tax professionals and taxpayers about tax law changes, tax policy changes and related developments. With this information, you’ll be able to more quickly resolve questions that your clients may have, helping you become a trusted resource for them.

The key to any business lies in recruiting clients and building relationships with them. During tax season, it becomes increasingly difficult for many tax preparers to focus on answering questions and fostering relationships. With a new resource available to answer any tax question, tax preparers can once again focus on the basics of their business while still feeling confident that they can deliver on their clients’ needs.

In addition to providing solutions to complex tax issues, questions and problems, Delphis Tax Solutions also monitors, interprets and analyzes federal and state tax legislation — leaving the worry behind.

For more information:
Visit us at https://www.delphistaxsolutions.com to see how we can make taxes less taxing for you this tax season.