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…a chapter, view NAEA State Affiliates. Affiliates operate independently from direct NAEA governance. Members are encouraged to join (but are not required). Members may join state affiliates independently from NAEA membership by visiting the state affiliate website. Join Online SEE Passer New Member Discount (Open to new enrolled agents only) Fees: $185 annual fee ($100 discount off first year of membership) SEE Passers get FREE access to NAEA’s Line by Line Tax Basic Certificate Program. Eligibility: To qualify for NAEA…

Committees

…develops and coordinates educational programs, seminars, and workshops to enhance the professional development and knowledge base of association members in relevant areas of practice. Chair Richard Ogg Clarice Landreth Board Liaison John Perry Staff Liaison Jessica Masters, Director of Education The Representation Subcommittee focuses on supporting association efforts in developing education and awareness of important issues in tax resolution. Committee Members Richard M. Reedman Laura Strombom Ricardo Virgilio Rivas Kesha M. Dawson Harris Beth Logan Elizabeth Holliday The Tax Education…

NAEA Announces the Installation of New Board

NAEA welcomes five new board members and makes history at the start of the new 2021-2022 fiscal year WASHINGTON, May 25, 2021 /PRNewswire/ — The National Association of Enrolled Agents (NAEA) welcomed its new Board of Directors on Monday, May 24, 2021, during the association’s installation ceremony. Under the theme Transitions and New Beginnings, NAEA swore in all directors prior to a keynote speech by Anisha Bailey, EA, tax resolution specialist and CEO at Taxley. For the first time in…

NAEA’s EVP Megan Killian Sends Letter to IRS Supporting Extending Tax Filing Season

…There are also some taxpayers that are trying to get their returns done as soon as possible since they believe they will get a bigger stimulus because their 2020 income was lower than 2019. This added churn in office procedures is having a significant impact. Congress has been very deliberate about protecting and supporting U.S. taxpayers. This is admirable but it would be equally important if they would provide an equal amount of care to tax professionals to give them…

Internal Revenue Service Reform: Recommendations of the National Association of Enrolled Agents

…agency so powerful, IRS and Congress must ensure the agency remains relentlessly focused on service grounded in fairness, accuracy and timeliness at all points of the tax administration process. Reform needs to encourage IRS to develop a strategic mission shared by its many stakeholders—employees, congressional overseers, and tax professionals alike. To help sustain this shared mission, Congress must consider governance, management, personnel, and budget. Only in this comprehensive approach do we believe the agency can be successful in its mission,…

Paid Preparers Letter to Secretary Yellen

…return preparation profession. Additionally, the proposal would help protect low income, non-English speaking and elderly taxpayers from the unscrupulous and the incompetent. Not only will licensing tax return preparers help close the tax gap, it will help protect sensitive taxpayer information from unscrupulous or careless unlicensed preparers (https://www.kjrh.com/news/local-news/customers-react-to-tax-documents-with-personalinformation-was-found-in-dumpster). Being able to rescind PTINs, subject to review and appeal, is an effective way of policing bad behavior, since the IRS rarely enforces penalties or brings criminal actions against perennial bad actors…

Sample Documents and Letters

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

Comment Letters

…Letter to IRS Raising Concerns About Special Enrollment Examination (SEE) November 27, 2023 NAEA Letter on IRS Compliance Issues October 11, 2023 IRS Request for Feedback on Taxpayer Correspondence August 23, 2023 NAEA Letter Supporting Chu/Carey Bill, H.R. 3566 June 20, 2023 NAEA Letter Supporting Brown/Cassidy Bill, S. 1761 June 15, 2023 NAEA IRS Priorities Letter March 22, 2023 NAEA Letter on IRS, IRA Priorities March 22, 2023 NAEA Letter on CT Bill SB 814 February 21, 2023 NAEA Support…

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