National Tax Practice Institute

2010 Marks the 25th Anniversary of this esteemed program!

Enrolled agents receive their right to represent taxpayers directly from the Internal Revenue Service, after proving in-depth knowledge of the tax code through examination. The National Tax Practice Institute (NTPI®) teaches enrolled agents and other Circular 230 practitioners how to represent their clients. Representation requires expertise in the tax code as well as knowledge of the system and how it works. Clients deserve the best defense possible, and this requires continual education and review, as well as a robust network of expert colleagues who are willing to offer advice and assistance as needed.

NAEA developed NTPI to prepare licensed representatives to protect their clients’ rights and build camaraderie among top practitioners. At NTPI you will increase your knowledge of IRS laws and procedures critical to representation—including Circular 230, the document which governs tax practitioners, learn from other Circular 230 practitioners (your peers) who are actively involved in representation, and gain practical hands-on experience.

At its core, NTPI is a three-level program developed to sharpen the skills of enrolled practitioners at all stages of their careers. With each level of this program, participants expand their knowledge and skills, and gain the confidence needed to successfully guide their clients through the often challenging maze of IRS codes, internal regulations, and agency structure.

Enrolled agents who successfully complete Levels 1, 2 and 3 (in order) join the ranks of the prestigious Fellows of NAEA’s National Tax Practice Institute™. Fellows are the crème de la crème of representation experts, and are highly qualified to represent their clients. Prospective clients using the ”Find an Enrolled Agent” directory can even search for a Fellow. The member profiles of Fellows also showcase their designation, adding a level of distinction illustrating their additional expertise.

NAEA also offers a graduate level in representation which is open for NTPI Fellows and other highly-qualified representation practitioners. In these sessions, nationally-recognized speakers engage participants in high-level discussions on key topics. The graduate level program encourages networking and building relationships that provide inspiration and support for all participants.

For Circular 230 practitioners not interested in earning the Fellow designation, individual classes in Level 1 and 3 are still available. Participants can pick and choose which sessions to attend, based on the topic and their interests. The unique case study nature of Level 2 requires successful completion of Level 1 and no drop-ins are allowed). Please remember that in order to achieve NTPI Fellow status, taking the three levels in order is mandatory.

Tax professionals may also take part in the Tax Prep Issues/Practice Management track or SEE Review program being offered as part of the National Conference, in conjunction with NTPI.

For more information about becoming a Fellow, the National Tax Practice Institute (NTPI) or the National Conference, please click here or contact NAEA at 202-822-6232 or