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
Goal Area: Financial Security
NAEA will be financially sound and will maintain adequate reserves.
Strategic Objectives:
- Increase reserves.
- Maintain the cost-benefit analysis of NAEA products and services.
- Increase non-dues revenue.
- Align association staff and financial resources to support the strategic plan
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.
- Increase the enrolled agent’s position as the tax professional of choice.
- Increase the enrolled agent’s ability to better serve their clients.
- Increase the number of enrolled agents.
Goal Area: Advocacy
NAEA is recognized as the voice of Enrolled Agents and an advocate for taxpayers.
Strategic Objectives:
- Improve administration of the Special Enrollment Exam (SEE).
- Support federal licensure of paid preparers.
- Increase NAEA’s presence before governmental bodies.
- Increase NAEA’s effectiveness in advocating for the value of the license.
Goal Area: Member Services
NAEA provides meaningful benefits and excellent customer service to maximize its value to members.
Strategic Objectives:
- Improve customer service to members.
- Continually evaluate member benefits to maximize the value of membership.
- Establish a cost-effective and resource-efficient tax research service for members.
- Increase number of members.
July 1, 2006 – June 30, 2009