June 25, 2019

Contact: Janelle Julien
Tel: (202) 822-0729


NAEA selects Surgent for EA Review course and online self-study.

Washington, DC and Devon, PA — The National Association of Enrolled Agents (NAEA) and Surgent Professional Education, a newly-named preferred partner of NAEA, are pleased to announce the Pathway to EA™ Program. The Pathway to EA™ Program will leverage NAEA’s market position as the home for enrolled agents and Surgent EA Review’s best-in-class courses to increase the number of enrolled agent candidates and improve their Special Enrollment Exam (SEE) pass rates.

Surgent EA Review’s award-winning adaptive learning software, A.S.A.P. Technology™, identifies each candidate’s level of comprehension of all exam content areas, and then guides them to study material that addresses their weaker areas, optimizing their time by focusing more on what they need to learn and far less time on what they already know. Further, Surgent’s unique ReadySCORE™ feature, which is calibrated to actual SEE scoring, quantifies each candidate’s exam readiness and lets them know when they reach a passing score, allowing candidates to sit for the exam with confidence and pass the first time.

As a benefit of the Pathway to EA™ Program, Surgent EA Review will provide NAEA members who aren’t enrolled agents with free access to Surgent EA Review for Part 1 – Individuals, and exclusive discounts on its full course —called Premier Pass— as well as access to ReadyPASS, an exam readiness diagnostic tool. All of Surgent’s course content aligns with SEE content outlines, and Surgent EA Review courses include over 1800 multiple choice questions, IRS publications built into the software, and come with a pass guarantee. Premier Pass also features video lectures and unlimited course access.

The Pathway to EA™ Program will also enable NAEA to leverage Surgent’s UniversityPASS product to grow enrolled agent awareness at the university-level. UnviersityPASS is an award-winning learning management software that provides content for various accounting and finance curricula while familiarizing students with the content and format of professional credentialing exams, including the SEE.

“NAEA is and should be the home for enrolled agents and for those who aspire to become enrolled agents,” said Executive Vice President Robert Kerr, EA. “Through this partnership, NAEA is providing cutting edge assistance, education, and support to those who are ready to demonstrate their tax expertise. NAEA is committed to protecting, promoting, and providing for enrolled agents. We provide a community of excellence for enrolled agents and those who aspire to become enrolled agents. We are the only organization with this mission.”

“Surgent is thrilled to be partnering with NAEA,” said Elizabeth Kolar, CPA, CGMA, Chief Knowledge Officer at Surgent. “Earning the enrolled agent credential is an incredibly beneficial career move for any tax preparer, and we’re confident that partnering with NAEA will open the doors for many professionals to pass the SEE.”

Tax professionals must continually improve their industry knowledge to provide expertise to their clients. In addition to helping more candidates become enrolled agents more quickly, this partnership will also help existing enrolled agents stay informed. It’s no secret that the 2017 Tax Cuts and Jobs Act transformed the landscape and requires tax professionals to constantly monitor regulatory updates—encouraging them to complete analyses in a timely manner—and determine how to advise taxpayers to mitigate risk. With this new partnership, tax professionals will have the opportunity to improve their skill sets with incisive, focused continuing education from Surgent CPE.

To learn more about this partnership, please visit https://naea.org/becomeEA or contact:

Katrina Holland, Senior Director of Strategy and Business Operations
National Association of Enrolled Agents
1730 Rhode Island Avenue, NW, Suite 400
Washington, DC, 20036, United States
Office: 202-822-0726


About the National Association of Enrolled Agents

The National Association of Enrolled Agents (NAEA) has been powering enrolled agents, America’s Tax Experts®, for more than 45 years. NAEA is a nonprofit membership organization composed of tax specialists licensed by the U.S. Treasury Department. NAEA provides the networking, educational opportunities, programs, and services that enable enrolled agents and other tax professionals to excel beyond their peers. Enrolled agents are the only federally-licensed tax practitioners who both specialize in taxation and have unlimited rights to represent taxpayers before the Internal Revenue Service. To find out more, visit www.naea.org and follow NAEA on Facebook and Twitter.


About Surgent

Surgent Professional Education has a 30-year history of leadership in accounting, finance, and tax education. For most of the company’s history, Surgent has been known as one of the most trusted providers of the continuing professional education (CPE) that CPAs need to earn each year to maintain their professional credentials. More recently, Surgent has become one of the fastest-growing exam review course providers, offering prep courses for the enrolled agent (EA), certified public accountant (CMA), certified management accountant (CMA), certified internal auditor (CIA), and certified internal systems auditor (CISA) exams. To learn more, visit www.surgent.com.