For NYSSCPA members, tax season help is just a click or call away

Staff Report
Published Date:
Mar 17, 2015

Having trouble getting answers this tax season? Two highly interactive—and free—member benefits may lead you to the clarification or guidance you need: the technical hot­line, run by volunteers from more than 41 NYSSCPA technical committees, and Exchange, the Society’s social networking platform, which members often use to crowdsource their tax season challenges.

Hotline volunteers are available year- round to answer technical questions in a number of practice areas, including tax, accounting and auditing, and industry. So far this tax season, inquiries have touched upon such topics as the new IRS guidance regarding Form 3115 and tangible property regulations, distributions to shareholders within S corporations, New York sales tax and the Affordable Care Act.

Last fiscal year, sole practitioners made up the majority of callers, though CPA firm owners and employees, as well as members with an industry or education specialty, also contacted the hotline for assistance.

To take advantage of the hotline, call 212-719-8309 or email your questions to Once a query is received, a Society staffer determines which committee volunteer would be most appropriate in assisting the inquirer and provides the volunteer’s contact information. Typically, a volunteer offers guidance by making referrals to standards-setting bodies or to authoritative literature.

Within the last few months, tax-related conversations on Exchange have also run the gamut. For example, one poster recently sought clarification on abandoned spouse rules to see if a head-of-household filing could be used. One member responded by sharing her own experiences researching the topic, while another directed the inquirer to 26 U.S. Code Section 7703, which, she said, contained clear answers for determining marital status.

Of course, the best way to see what Exchange is all about is to jump right in. There’s no elaborate registration procedure—simply log in with your NYSSCPA membership number and email address. (If you have forgotten your login credentials or need assistance, the Society can help.) Once you’re in, you can post messages and share files 24/7.

To find references to specific tax related issues across the site’s various communities, which consist of NYSSCPA chapters and committees, simply use the search bar across the top of the page.

Hotline responses are not intended as a substitute for a member’s own research and judgment, and do not reflect the opinions of the NYSSCPA, the committee, or the volunteer providing the assistance.

Click here to see more of the latest news from the NYSSCPA.