Our Tax Desk and tax reform support

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Providing your professionals with access to the EY Tax Desk of Ernst & Young LLP gives them the most up-to-date information on the Tax Cuts and Jobs Act of 2017, so they can better discuss the potential impacts of the tax reform law with their clients. As a trusted resource offering rapid responses to any tax question, the EY Tax Desk helps to set you apart from your competition, reducing the time and costs of research.

  • How we can help

    Tax Desk professionals answer questions about the Tax Cuts and Jobs Act of 2017 and other tax matters every day. With our access to up-to-date tax resources, we can help answer a wide range of questions, including:

    • How will the new standard deduction amount impact the ability to itemize deductions?
    • Will the mortgage interest on a home continue to be deductible?
    • What happens if state and local taxes paid are more than $10,000?
    • Will investment management fees be deductible?
    • Does the qualified charitable distribution provide more value now?
    • Can a Roth IRA conversion be recharacterized?
    • What are the new estate and gift exemption amounts?
    • What are the new requirements for the child tax credit?
    • How have the kiddie tax rules changed?
    • Does it still make sense to contribute to a Coverdell account?
    • Will the AMT continue to be in effect for individuals?
    • How does the new tax legislation impact divorced couples?

    When appropriate, our tax professionals can provide supporting documentation from IRS publications, sections of the Internal Revenue Code and Ernst & Young LLP tax publications.

  • What this means for you

    A competitive edge

    By providing your professionals with high-quality service in a timely manner, we strive to help enhance your standing in the financial services industry and support your ability to meet your business goals.

    An unbiased and trusted resource

    We have provided Tax Desk services for more than 15 years, handling more than 300,000 calls. Our focus has been on being a trusted provider of unbiased tax education and guidance. Our experience and knowledge are transferred to your advisor teams to help strengthen your competitive advantage.

    A convenient and time-saving resource

    With the assistance of the Tax Desk, your representatives will be better-positioned to respond more quickly and authoritatively to their clients’ tax questions. Access to our Tax Desk professionals is easy: the phone lines are open Monday through Friday 9:00 a.m.– 6:00 p.m. ET.

  • Our qualifications

    To continue our pursuit of offering high-quality service, our average Tax Desk professional has more than seven years of industry experience and must have or be working toward at least one formal, recognized credential (e.g., CFP, CPA, PFS, JD, MBA).

    Our stringent training requirements

    • We require each Tax Desk professional to complete at least 120 hours of formal continuing education programs over a three-year period. Most of our Tax Desk professionals significantly exceed this requirement.
    • Training is primarily conducted in our own classrooms, led by in-house and outside professionals, with some outside classes and online courses.

    Our Tax Desk professionals must also successfully complete an intensive phone counseling training program, as well as ongoing training in client service skills.

View our other targeted programs developed to assist with unique business challenges