2012–2015 Strategic Plan

VISION

NAEA is the premier organization powering enrolled agents – America’s tax experts.

MISSION

To advance the recognition of enrolled agents and to enhance the professional growth of its members.

CORE PURPOSE

NAEA is dedicated to powering enrolled agents through promotion, advocacy, education and support of its members.

CORE VALUES

Promotes professionalism		Practices knowledge-based governance
Adheres to high ethical standards		Strives to meet member needs
Advocates for the enrolled agent (EA) credential		Respects diversity
Promotes competency through licensure and education		Engages in visionary thinking
Supports sound tax policy and taxpayer rights

GOALS

Goal Area #1 – Recognition of enrolled agents (EAs)
Strategy – Enrolled agents (EAs) are recognized by the public as America’s tax
experts

Strategic Initiatives/Objectives:

A.) Expand public recognition of the enrolled agent (EA) credential
B.) Brand enrolled agents (EAs) as America’s tax experts

Goal Area #2 – Advocacy
Strategy – NAEA is recognized as the voice of enrolled agents and advocates for the profession

Strategic Initiatives/Objectives:

A.) Increase NAEA’s influence in tax administration and tax policy
B.) Influence federal oversight of paid return preparers
C.) Advocate for codification of the enrolled agent credential
D.) Grow NAEA’s PAC

Goal Area #3 – Education
Strategy – NAEA will offer professional education

Strategic Initiatives/Objectives:

A.) Expand opportunities for representation education for members
B.) Offer programs to help tax professionals become enrolled agents
C.) Offer tax preparation education and practice management to members
D.) Develop educational resources for state affiliates
E.) Develop networking and mentoring opportunities

Goal Area #4 – Member and Affiliate Services
Strategy – NAEA will provide meaningful member benefits and support its affiliates

Strategic Initiatives/Objectives:

A.) Increase the number of members
B.) Serve as a resource for state affiliates to enhance their governance efforts and member services
C.) Demonstrate exceptional customer service to members and affiliates
D.) Continually increase the value of membership

Goal Area #5 – Organization/Infrastructure and Financial Security
Strategy – NAEA will be organizationally stable and financially sound

Strategic Initiatives/Objectives:

A.) Maintain sound organizational infrastructure and financial administration
B.) Increase and maintain adequate reserves
C.) Increase non-dues revenue
D.) Expand the use of technology to improve NAEA’s effectiveness

© 2013 National Association of Enrolled Agents