…a loss of tax revenue. Taxpayers are exposed to potential tax deficiencies, penalties, lost refunds, or other mistakes. The Trump and Biden administrations have supported oversight of return preparers in their annual Blue Book proposals. Solution: Congress should give the IRS authority to require tax preparer minimum standards, including a competency exam, continuing education, and a background check. Paid preparers should be required to obtain a preparer tax identification number (PTIN), pass an examination covering basic Form 1040 tax questions,…

…be implemented. The knowledge, experience and authority of the appeals personnel should meet a higher standard than the campus appeals technical employees, who may have very little authority and may not grasp the intricacies of cases assigned to them. Incorporate a number of taxpayer rights changes from the National Taxpayer Advocate’s 2017 Purple Book recommendations, including: Authorize IRS to work with financial institutions to reverse misdirected deposits. Revise the “Mailbox Rule” to apply to electronically submitted documents and payments in…

…and incorporate a number of taxpayer rights changes included in the National Taxpayer Advocate’s 2017 Purple Book. The tax professional community should be a critical part of any plan that hopes to create a well-run, efficient IRS. In 2017, taxpayers filed 132 million returns electronically; 79 million of those originated with roughly 700,000 paid preparers. In order to leverage the tax professional community, Congress should: provide guidance on private sector electronic signature options for Forms 2848 and 8821 used by…

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…library. Having the most up-to-date tax information at your fingertips is critical. Find information fast, with well-written and easy-to-understand explanations and examples. Save both time and money by using TheTaxBook WebLibrary Plus. Voted the number one tax reference book in America over the last nine years, TheTaxBook is known for its fast-answer format, client-friendly content, and customer satisfaction rating of 98.6%. “I was thrilled to have a new EA discount for my first-year membership fees. NAEA has been a very…

…May 30, 2025. Late Nonmember $1400 Valid through July 28, 2025. Add-Ons Guest Ticket $500 Bring your partner, colleague, and/or someone new to the industry. Materials Book $250 Get all your course materials printed in a convenient booklet!   Cancellation/Refund Policy To request a refund for conference registration, send a written request to the Education Department at education@naea.org. Refunds are approved case-by-case and, if approved, will be processed via the original payment method. Full Refund Deadline: June 28th After this…

…attendee information. Download the list from your sponsor page after the conference. Take notes right in the app on your conversation with the attendee and any follow-up you want to do after.   Printed Material Book Sponsor $1,000 Be a lasting presence! Sponsor the printed booklet of course materials, a valuable resource that attendees keep on hand for future reference.   Event App Promotional Push Notification – 1 Available $500 Send a message to all attendees directly through the event…

April 26, 2010 By U.S. Mail and e-mail to www.regulations.gov Internal Revenue Service CC:PA:LPD:PR (REG-134235-08), Room 5205 P.O. Box 7604 Ben Franklin Station Washington, DC 20044 Re: Furnishing Identifying Number of Tax Return Preparer (REG-134235-08) The National Association of Enrolled Agents (NAEA) appreciates the opportunities IRS has offered to provide input as the agency attempts to implement a program to increase return preparer accuracy and protect taxpayers from those who cannot or will not interpret the Internal Revenue Code (IRC)…