NAEA: Join Us
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Member Benefits
Put NAEA to Work for You
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NAEA is here to work for you. It’s the only
association dedicated to serving your interests as an
enrolled agent.
Through advocacy, education, public awareness
and practice management resources, NAEA
membership helps you advance your career as an
enrolled agent.
Advocacy
NAEA has a prominent seat at the table with senior
IRS decision-makers and has frequent
communication with IRS that produces results:
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NAEA has successfully pressed for a carve-out from the
PTIN requirement for non-signing preparers working in EA
firms;
Successfully lobbied for a reduction in the EA renewal fee;
Gives member testimonies before the House and Senate on
issues that make a difference in your practice;
Has local level partnerships with your state affiliate on statebased legislation and regulatory issues.
Advocacy
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A Legal Defense Fund was created to assist with the
legal expenses required to defend the rights of
enrolled agents on the national, state and local
levels.
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NAEA PAC (a bipartisan political action committee),
a significant grassroots force helps elect public
officials that understand and share the priorities of
enrolled agents.
Advocacy
NAEA’s annual Fly-in Day provides an opportunity to
join fellow EAs and:
 Campaign for issues of interest to all EAs.
 Raise the enrolled agent profile with legislative
decision-makers.
 Gain the practical knowledge of citizen advocacy
while having personal meetings with
Congressional members and staff.
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Continuing Education
Education is an essential component of any EA’s
success and NAEA has developed dynamic
programs of the highest quality to meet member
needs.
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The NAEA National Conference
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NAEA earned its reputation for educational
excellence with the National Tax Practice Institute™
(NTPI®), where top tax professionals gain the
knowledge and confidence to represent their clients
before the IRS.
NTPI Levels 1, 2 and 3 are now offered at other
times of year outside of the conference.
The NAEA National Conference
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A robust Tax Preparation Issues track keeps
attendees on the cutting edge of tax code changes.
An intensive Special Enrollment Exam Review track
for experienced tax preparers prepares attendees to
tackle the EA exam with confidence!
Fulfilling Your CE
Requirements
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Attendees of the NAEA National Conference can
earn up to 24 CE credits or can watch recorded
National Conference sessions online to earn their
CE credits.
Free Webinars on hot topics offering IRS-approved
CE credit are available to members.
Just by reading the EA Journal magazine and taking
the CE test online, members can earn 2 to 4 CE
credits per issue (and fulfill the Ethics requirement) .
Helping You Become an EA
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Associate members (not yet an EA) get the member
price on NAEA’s online moderated EA exam prep
course. The flexibility of self-study with the added
structure and support of a weekly call. Scholarships
are available.
Get the support of your peers on the NAEA Member
Forums and social media pages – they’re rooting for
you to pass the SEE!
Public Awareness
Spreading the word that EAs are the tax
professionals of choice—communicating the value
that enrolled agents bring to clients– is a primary
association goal. We’ve branded enrolled agents as
“America’s Tax Experts®.”
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Public Awareness
Educating America
The NAEA “Educating America” initiative has been
developed to raise awareness of the EA career
option among community college students across
the country. We’ve partnered with Gleim Publications
to develop a course that members and staff are
working to get into college curriculums.
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Public Awareness of EAs
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We are always looking for new ways to get the word
out that EAs are America’s tax experts. In addition to
an aggressive press release program, NAEA:
Promotes EAs through national sponsorship on
NPR.
Runs videos on American Airlines explaining the
qualifications an EA brings.
Serves as an expert resource for national and local
media.
Public Awareness of EAs
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NAEA works with reporters from The Wall Street
Journal, USA Today, Money Magazine, Kiplinger’s,
MarketWatch and many more.
We provide members with tools to spread the word
at the grassroots level, such as press releases,
exhibit booths, video commercials, a PSA, print ads,
brochures and flyers.
Practice Management Resources
Build Your Business
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NAEA helps you build your business by supporting
you with resources, promotion, information and
clients.
NAEA offers a tax research service that’s convenient
and easy to use.
The service answers your toughest tax questions
and offers written guidance in conversational
language that you can share directly with your
clients.
Practice Management Resources
NAEA Member Forums
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Network with top-notch tax professionals on the
NAEA member Forums.
NAEA’s members-only Linked-In and Facebook
groups are great places to post tax questions and
get advice from other professionals.
Make live, real-time connections with thousands of
EAs who offer advice and share experiences,
knowledge and ideas.
NAEA Publications
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In addition to the bimonthly magazine EA Journal,
the weekly e-newsletter E@lert brings members
relevant and timely news on tax topics, laws and
association news that impact the EA profession.
The NAEA website offers a wealth of information and
resources including the “Members Only” section.
NAEA’s “Tool Kit”
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Members can download valuable resources to help
their practices:
 The NAEA and enrolled agent logos for use on
business cards and marketing material.
 Sample letters, such as engagement letters and
disclosure and waiver of potential conflict of
interest.
 Client Newsletters written by NAEA members to
distribute to your clients.
NAEA’s Marketing Tool Kit
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And more:
 Instructions on how to get in front of a crowd of
potential clients by plugging into the local
“speakers circuit.”
 Press releases that can be personalized and used
to announce career milestones to local media.
 The NAEA State Affiliate Public Relations Guide
gives tips and tricks on how to promote your
chapter and practice.
Special Member Discounts
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NAEA offers discounts and special products and
services that members use regularly, such as:
 Payroll services
 Insurance
 Software
 Research tools that can save you hundreds of
dollars each year
 E&O insurance
Referrals
Taxpayers in search of an enrolled agent in their
area often use NAEA’s searchable “Find an EA”
directory, which is available online or through a
convenient toll-free number. Taxpayers are referred
to the directory by IRS and print and broadcast
media, resulting in new clients year-round for
members who opt to be listed.
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National / Affiliate
Collaboration
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NAEA works to keep close relations with state
affiliates and their chapters through:
 Semi-annual State Presidents Exchange (APEX)
meetings that facilitate the sharing of ideas and
experiences among state leaders.
 NAEA has distributed over $40,000 in stipends to
state affiliate leaders to help augment travel
expenses for NAEA APEX meetings.
National / Affiliate
Collaboration
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In addition:
 Monthly Affiliate Council conference calls and
ongoing communication through the State Affiliate
Forum and broadcast emails.
 The Affiliate Resources section of the website
which hosts numerous Affiliate samples and
examples.
Thank You
Thank you for considering joining NAEA. We are
the one association dedicated solely to protecting
and promoting the interests of enrolled agents,
and when we join together, our voice is stronger.
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