NAEA’s Code of Conduct Policy

…things like race, religion, culture, sexual orientation, gender, or identity will not be tolerated. Respect intellectual property. Post content that you have personally created or have permission to use and have properly attributed to the content creator. When posting items in our collaborative environment, please indicate if the item is not available for reuse. It’s also advisable to contact the owner of any material if you would like to reuse it. Post your message or documents only to the most…

Private: Wolters Kluwer

…read documents or read and save documents to the shared folder. Get the answers you need. To register or to access your free account, please use the following link: https://intelliconnect.cch.com/scion/secure/index.jsp. Learn more in this how-to video for NAEA members. Wolters Kluwer Resource Page Wolters Kluwer is offering free resources to help NAEA members navigate recent business changes due to the coronavirus pandemic. Visit their COVID-19 Resource Page to gain access to a variety of free tools and complimentary webinars. Download…

NAEA Celebrates 50 Years

…before the IRS. 1966 The Treasury Department began using the Enrolled Agent (Enrolled to Practice before the IRS) title for the professionals it licensed.   California Society of Enrolled Agents. (n.d.). The history of enrolled agents and CSEA. History. Retrieved December 15, 2021, from https://csea.org/CSEA/Your_CSEA/About_Us/History/CSEA/Your_CSEA/History.aspx?hkey=bcd7a01d-b74c-4099-bc5c-bbae0df4a98c 1972 NAEA was founded as the Association of Enrolled Agents (AEA) in 1972 in Hawthorne, California. Through the pioneering efforts of David Smollan, EA, the Founding Chapter of an organization dedicated to Enrolled Agents was…

NAEA Letter to David Williams Regarding Basic Competency Test Deadline

…administrators. As always, we look forward to continuing to work with you on creating a common sense, rigorous oversight framework that protects all taxpayers, levels the industry playing field, and produces more accurate tax returns. Sincerely, Francis X. Degen, EA, USTCP President cc: Steven Miller, Deputy Commissioner for Services and Enforcement Karen Hawkins, Director, Office of Professional Responsibility 1 “Frequently Asked Questions: Testing Requirements, FAQ b1,” posted July 18, 2011, http://www.irs.gov/taxpros/article/0,,id=239683,00.html. 2 Frequently Asked Questions: Testing Requirements, FAQ b7,” http://www.irs.gov/taxpros/article/0,,id=239683,00.html…

NAEA Letter Regarding Reporting Standards for Tax Preparers

…and business taxpayers. EAs adhere to a code of ethics and professional conduct and are required by IRS to take continuing professional education. Like attorneys and certified public accountants, enrolled agents are governed by Treasury Circular 230 in their practice before IRS. Since its founding in 1972, NAEA has been the enrolled agents’ primary advocate before Congress and IRS. NAEA has affiliates and chapters in 42 states. For additional information about NAEA, please go to our website at www.naea.org. 1http://www.house.gov/jct/x-29-07.pdf…

NAEA Letter Regarding Reporting Standards for Tax Preparers

…and business taxpayers. EAs adhere to a code of ethics and professional conduct and are required by IRS to take continuing professional education. Like attorneys and certified public accountants, enrolled agents are governed by Treasury Circular 230 in their practice before IRS. Since its founding in 1972, NAEA has been the enrolled agents’ primary advocate before Congress and IRS. NAEA has affiliates and chapters in 42 states. For additional information about NAEA, please go to our website at www.naea.org. http://www.house.gov/jct/x-29-07.pdf…