Core Purpose

NAEA is dedicated to advancing the enrolled agent profession through advocacy, promotion and support of its members.

Core Values

• Committed to professionalism and high ethical standards
• Protects the enrolled agent’s right to practice
• Promotes licensure to demonstrate competence
• Advocates sound tax policy
• Supports the rights of taxpayers
• Practices knowledge-based governance
• Continually assesses and is responsive to member needs
• Respects the diversity of ideas and direction

NAEA 2009-2012 Strategic Plan

Goal Area:  Organizational and Financial Security

NAEA will be organizationally and financially sound and will maintain adequate reserves. 

Strategic Objectives:

• Maintain sound organizational structure.
• Be constantly aware of elements of the environment that may affect the NAEA strategic plan.
• Increase reserves.
• Maintain sound financial administration.
• Increase non-dues revenue.

Goal Area:  Recognition of Enrolled Agents

The public understand the credential and values the services of enrolled agents.

Strategic Objectives

• Expand the public’s recognition of the enrolled agent license.
• Brand the enrolled agent as the tax professional of choice.
• Increase the number of enrolled agents.

Goal Area:  Advocacy

NAEA is recognized as the voice of enrolled agents and advocates for the profession and for taxpayers.

Strategic Objectives:

• Increase NAEA's influence in tax administration and tax policy.
• Promote federal licensure of paid tax return preparers. 
• Partner with I RS--and specifically OPR--on behalf of members.
• Increase awareness of and grow NAEA PAC.

Goal Area: Member Services

NAEA provides meaningful benefits and excellent customer service to maximize its value to members.

Strategic Objectives:

• Continually evaluate and improve member benefits.
• Communicate the value of membership.
• Increase the number of member.
• Partner with state affiliates to increase their viability and improve the benefits offered by affiliates.
• Improve customer service to members.

Goal Area: Education

NAEA will offer professional education.

Strategic Objectives:

• Continue to offer continuing professional education.
• Continue to offer and expand representation education.
• Offer programs to encourage people to take the SEE exam and be prepared for the exam.
• Consider expansion of education offerings to include basic tax preparation and practice management.

NAEA's 2009-2012 Strategic Plan