Tax preparer resources for the busy season
Tax & AccountingMarch 08, 2023

2023 tax season resources for tax preparers

By: Wolters Kluwer Tax and Accounting

Utilize these helpful tax resources for a strong finish to your 2023 filing season

Pressing deadlines and ever-demanding customers are just a couple of the stress factors experienced by tax preparers in the middle of tax season. However, having the right tax resources at your fingertips can not only lessen the level of stress between practitioner and customer, it can also help boost staff productivity in your tax shop.

Beyond having the right technology, your tax season readiness should include a comprehensive list of resources that will help you access relevant information at a moment’s notice. The IRS has many tools and resources readily available for Tax Pros, including detailed fact sheets and FAQ’s, as well as e-Filing and Direct Contact information. 

Practitioner priority service

Professional support line staffed by IRS customer service representatives specially trained to handle practitioners' accounts questions (Practitioners Only): 866-860-4259

Weekday Hours:

  • 7 a.m. to 7 p.m. local time (Alaska and Hawaii follow Pacific time)
  • 8 a.m. to 8 p.m. local time for Puerto Rico

For general tax law questions, including filing a return or tax rules and regulations, press or say 1; then:

  • For questions related to Filing, Dependents, Income and Credits for Form 1040, press 1.
  • For questions related to Schedule D, Self-Employment, or Pensions/IRAs, press 2.
  • For questions related to the Affordable Care Act, press 3.
  • All others, press 4.

Other IRS resources for taxpayers and tax professionals

  • Tax practitioners with tax law questions: 800-829-8374
  • Tax law questions for Individuals: 800-829-1040
  • Tax law questions for Businesses: 800-829-4933
  • Tax Refund Trace (Where’s My Refund?): 800-829-1954
  • Online Refund Status Check for Taxpayers:
  • Automated Phone Transcript Service: 800-908-9946
  • Online Transcript Request for Individual Taxpayers: 
  • IRS Identity Protection Specialized Unit: 800-908-4490 (for victims of identity theft who have previously been in contact with the IRS and have not achieved a resolution)
  • Check status of a tax refund being held: 866-897-3315
  • Check status of an amended tax return: 866-464-2050

Tax preparers are at the pivotal mid-point of the 2023 busy season

With the start of the 2023 tax season in the rearview mirror, preparers are now setting their sights on the Tuesday, April 18th filing deadline set by the IRS (given Monday, April 17th is the Emancipation Day federal holiday).

But signs of a smooth season (relative to 2022) are already looking positive, according to a recent February 10th tax season assessment reported by Mark Friedlich, VP of Government Affairs for Wolters Kluwer Tax and Accounting US "The agency has sent over 13 million tax refunds, 48.4% more than the 8.9 million refunds it sent out last year. However, the average amount of refunds received by taxpayers was $1,997 for tax returns processed through February 10, compared to $2,323 during the same period in 2022. That is a reduction of 14% for the same period last year." Friedlich reported in a February 22nd article.

As we all know, there are still several weeks remaining for tax preparers to file returns for their clients, but with a good start by the IRS, tax preparers have the wind at their back as they race to a successful finish. And with the expectation of 168 million returns to be filed (of which 26.6 million had been filed as of a February 10th report) much more work remains to be done. 

Make tax season a less stressful proposition for you, your staff and especially your clients, by saying YES to a streamlined tax preparation process via our TaxWise® Online - Virtual Tax Office solution. Choosing TaxWise Online allows you to maximize your productivity, revenue, and efficiency so you can focus on what's really important: your clients and growing your tax business. 

Learn more about TaxWise® Online by clicking here.

TaxWise Online
Wolters Kluwer Tax and Accounting

Wolters Kluwer Tax and Accounting is a leading provider of software solutions and expertise that helps tax, accounting and audit professionals research and navigate complex regulations, comply with legislation, manage their businesses and advise clients with speed and accuracy.

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