Surgent and NAEA Team Up to Offer Pathway to EA™ Program

Insurance Claims That Can Ruin Your Tax Preparation Business

NAEA Announces Special Topics Workshop in Las Vegas, NV

…at the event. There are multiple sponsorship opportunities at the virtual Summer Series in the months of June, July, and August. Exhibitors and sponsors interested in sharing service information and product solutions are encouraged to download the virtual prospectus or the in-person prospectus. Contact Erin Mosher, Director of Education at emosher@naea.org for more information. To learn more about the Special Topics Workshop, visit www.naea.org/events/special-topics-workshop. To learn more about the Summer Series, visit www.naea.org/events/summer-series. About the National Association of Enrolled Agents…

NAEA President Terry Durkin, EA Sends Letter to Ways and Means and Senate Finance Committees to Support Congress Giving IRS the Authority to Create Minimum Standards for Federal Tax Return Preparers

December 7, 2015 NAEA President Terry Durkin, EA sent a letter to leaders of the House Ways and Means and Senate Finance Committees to notify them of NAEA’s strong support of Congress giving the Internal Revenue Service the authority to create minimum standards for paid federal tax return preparers….

Uniform Standards for Electronic Signatures

April 1, 2020 The Honorable Charles P. Rettig Commissioner Internal Revenue Service 1111 Constitution Avenue, NW Washington, DC 20224 SENT VIA ELECTRONIC MAIL TO STEPHANIE.BURCH@IRS.GOV Re: Uniform Standards for Electronic Signatures Dear Commissioner Rettig, On behalf of the National Association of Enrolled Agents (NAEA) and the approximately 57,000 enrolled agents (EAs) it represents, let me open by thanking you and all of the dedicated IRS executives and employees. These times are trying, and we recognize the sacrifices they are making…

Tax Talk Today Member Benefits

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Advocacy

…reinvent how it provides services to taxpayers and tax professionals. Minimum Standards for Tax Preparers Problem: Anyone may set up shop as a paid federal tax return preparer because the IRS lacks authority to set and enforce minimum standards. This has resulted in widely differing standards at the state level, as well as an increased strain on the tax administration system. Both the National Taxpayer Advocate (NTA) and the Government Accountability Office found unlicensed preparers commit more errors resulting in…

For Students and Colleges

The Definitive Guide to Becoming an Enrolled Agent

…prepared and signed after December 31, 2015. PTIN holders without an AFSP – Record of Completion or without other professional credentials will not be able to represent clients before the IRS in any matters for returns prepared and signed after December 31, 2015. Attorneys, CPAs, and EAs will continue to have unlimited representation rights and can represent clients before any office of the IRS.From the IRS website: https://www.irs.gov/tax-professionals/frequently-asked-questions-annual-filing-season-programOnce you’ve gathered all of your information, you can create an account on…

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…