NAEA Education Foundation

NAEA-Education Foundation Logo Contributions

Helping Aspiring and Current EAs

The NAEA Education Foundation (NAEA-EF), established in 1989, is a 501 (c) (3) charitable organization, dedicated to helping aspiring enrolled agents reach their career goals. The NAEA-EF works collaboratively with NAEA to offer Special Enrollment Exam (SEE) review and application fee scholarships, EA candidate and student mentoring, and EA career awareness.

About Our Scholarships

Aspiring tax professionals must pass all three parts of a rigorous 3-part test (Special Enrollment Exam or SEE) before they can apply to be licensed by the IRS as Enrolled Agents. The NAEA Education Foundation provides scholarships to these experienced tax professionals in the form of comprehensive review courses, training material, and reimbursement of third-party Prometric testing fees. The Foundation strives to provide mentors to each aspiring tax professional who is awarded a scholarship to offer suggestions to help guide them through the Enrolled Agent process.

The NAEA Education Foundation’s next scholarship window is May 1-31, 2026. Take this time to review the scholarship requirements so you are ready to apply! Spring 2026 applicants will be notified in mid June and announcements in late June. 

Congratulations to the 2025 Fall Scholarship winners! 

Scholarship Opportunities

The NAEA-EF is pleased to offer the EA Special Enrollment Exam Prep Course Scholarship and the EA Special Enrollment Exam Registration Fees Scholarship as financial support options for aspiring enrolled agents. We are also proud to introduce the new National Tax Practice Institute (NTPI) – Level One Online Package Scholarship for enrolled agents, CPAs, or tax attorneys interested in beginning their path to practicing IRS Representation.

EA Special Enrollment Exam Prep Course Scholarship

Award: This scholarship provides free access to an On Demand SEE review course. This is for a new EA review course registration and cannot be applied to a review course already purchased.

Eligibility requirements:

    • Age 18 or older
    • No felony convictions
    • Compliance – have filed all required tax returns

Details: This scholarship is ideal for experienced tax professionals who aspire to become enrolled agents. It is available in English and Spanish.

EA Special Enrollment Exam Registration Fees Scholarship

Award: This scholarship provides the registration fee for all three parts of the Special Enrollment Exam (SEE), limited to one scholarship per part, taken on or after September 1, 2024. To be eligible for reimbursement of all three parts, the remaining sections must be scheduled within two years of the exam start date. A receipt or notice to schedule must also be provided.

Eligibility requirements:

    • Age 18 or older
    • No felony convictions
    • Compliance – have filed all required tax returns
    • Have been approved to take a part of the exam and can provide documentation

Details: This scholarship is ideal for experienced tax professionals who aspire to become enrolled agents.

National Tax Practice Institute (NTPI) – Level One Online Package

Award: This scholarship provides access to Level One of NAEA’s NTPI On-Demand Course. It cannot be applied to live NTPI events, already completed NTPI modules, or NTPI Level 2 or Level 3.

Eligibility requirements:

    • Active Enrolled Agent
    • 2 years of professional experience
    • First-time NTPI applicant

Details: This scholarship is ideal for experienced tax professionals who aspire to enter IRS Representation work.

About NTPI: To enroll in the National Tax Practice Institute™ (NTPI®), you must be an enrolled agent, CPA, or tax attorney. Participants must finish all three levels to receive the designation.

College Scholarship

Award: This $1,000 scholarship is designed to support students pursuing an associate degree or certificate in accounting, tax preparation, or a related field at a community college or two- or four-year college or university. The award provides additional benefits such as mentorship from tax professionals, access to educational programs, and networking opportunities with industry professionals. This scholarship aims to enhance access to higher education and build a pipeline of skilled professionals for the local tax and accounting industry.

Eligibility requirements:

    • Enrolled in or accepted to a community college or two- or four-year college/university
    • Pursuing an associate degree or certificate in accounting, tax preparation, or related field
    • In second semester or have completed at least six course credits in the last year
    • Minimum GPA of 3.0

Details: This scholarship is ideal for second-semester students pursuing an associate degree, bachelors degree, or certificate in accounting, tax preparation, or a related field with a passion for tax as a career, and a commitment to using their education to contribute to the industry or community.

Application Requirements: In addition to completing this application, you must provide an official or unofficial transcript, proof of enrollment in an accounting or tax-related program, a 500-750 word essay, and one letter of recommendation. This scholarship is renewable for up to three semesters.

Previous scholarship recipients may apply to renew their $1,000 award for up to three semesters. To qualify, applicants must continue to meet all eligibility requirements, maintain satisfactory academic progress, and submit proof of current enrollment along with a copy of their class schedule.

Our Sponsors

Thank you to the generous NAEA Education Foundation Donors! Through donations from supporters like you, the NAEA-EF can make these opportunities possible. Will you give to the EAs of tomorrow?

Hock Internation & PassKey Learning Systems

Corporate Donor Packages

Supporting the next generation of Enrolled Agents through scholarships, education, and career pathways.

The NAEA Education Foundation (NAEA-EF) invites corporate partners to join a mission that strengthens the enrolled agent profession through education, scholarships, and career advancement. By partnering with NAEA-EF, your company gains brand visibility, thought-leadership opportunities, and access to NAEA’s 40,000+ member network of tax professionals — while directly supporting the career pipeline through scholarships and the NAEA Career Center.

Platinum Partner

$25,000

  • Premier logo placement on NAEA-EF homepage, donor webpage, and all major communications
  • Full-page ad in EA Journal (4 issues)
  • 12-month website banner placement (Foundation + NAEA main site section)
  • Featured sponsor spotlight in NAEA Education Foundation Annual Report
  • Inclusion in dedicated recruitment emails to students and educators.
  • Sponsor a full scholarship cohort or event (naming rights available)
  • Invitation to submit a Career Center Employer Spotlight video featuring your company’s EA employment opportunities
  • Banner ad placement (12-month term) on NAEA Career Center
  • Option to participate in a Career Pathway Roundtable or student mentorship event
  • Recognition at all NAEA-EF events and on the webpage donor recognition wall

Gold Partner

$19,500

  • Prominent logo placement on website, communications, and event signage 
  • Half-page EA Journal ad (4 issues) 
  • 9-month website banner placement 
  • Featured sponsor spotlight in NAEA Education Foundation Annual Report 
  • Sponsor a major NAEA-EF scholarship or event 
  • Option to participate in a Career Pathway Roundtable or student mentorship event• Banner ad placement (6-month term) on NAEA Career Center
  • Recognition across NAEA Education Foundation digital and print platforms

Silver Partner

$14,250

  • Logo placement on website and all donor materials
  • Quarter-page EA Journal ad (4 issues)
  • 6-month website banner placement
  • Co-sponsor a scholarship or educational event
  • Banner Ad Placement (3-month term) on NAEA Career Center
  • Recognition at all NAEA-EF programs and Foundation Annual Report

Bronze Partner

$9,000

  • Logo placement on Foundation website and in annual donor listings
  • Recognition in EA Journal donor roll and event materials
  • Sponsor one scholarship recipient
  • Banner Ad Placement (2-month term) on NAEA Career Center
  • Recognition at select Foundation events and in Foundation Annual Report

Supporting Partner

$2,500

  • Name recognition on Foundation website and donor listing
  • Inclusion in new-member or scholarship-recipient welcome packet
  • Banner Ad Placement (1-month term) on NAEA Career Center
  • Recognition in Foundation Annual Report

NAEA Career Center Integration

Corporate donors gain access to exclusive visibility in the NAEA Career Center, where students, scholarship recipients, and enrolled agents connect with employers.

Career Center benefits include:

  • Employer Spotlight Video (Platinum/Gold)
  • Premium job postings & banner ads
  • Direct engagement with EA candidates
  • Career resource sponsorships (e.g., résumé toolkit, interview prep guide)
  • ‘Featured Employer’ profile with company logo and mission statement

Marketing & Recognition Highlights 

  • 193,000+ monthly website views across NAEA properties
  • 8,000+ members and thousands of students, candidates, and professionals
  • Multiple digital touchpoints: newsletters, webinars, events, and EA Journal features
  • Recognition in NAEA Annual Meeting presentation and the Foundation’s Annual Report
  • Option to customize packages to align with your company’s CSR or recruitment goals

Why Partner with NAEA-EF 

  • Strengthen the EA talent pipeline and profession
  • Align your brand with education, diversity, and workforce development
  • Reach credentialed and aspiring enrolled agents nationwide
  • Support scholarships that help candidates pass the EA exam and launch careers

Many Thanks to Our 2025 Donors

John J Adam
James Adelman
Paul Aiyeyomi
Stephen Andrin
Emily Aprea
Sylvia Araiza
Janice Arnold
Sunil Arora
Elaheh Asadi
Karen Asfeld
Cheryl Astorino
Louis Avalos
Ellen Azrael
Anisha Bailey
Shelley Barker
Perrish Bell
Patricia Berger
Arnold Bermudez
Daniel Blamer
Catherine Bostock-Hudy
Dimitrinka D Boyadjieva
Justin Boyd
Mark Brenneman
June Brock
Marilyn Brodeur
Robbin Brophy
Paul Brown
Debra Brown
Linda Bullwinkle
Alfonso Bundoc
Melissa Burke
Charlene Burkhardt
Iris Burnell
Luis Carreras
Thomas Carter
Leslie Casteel
Robert A Castiello
Harpreet Chawla
Lei Chen
Xianny Chinchilla
Robert Ciesielka
Faye Cobbs
Teresa Coleman
Deborah Conlee
Jose Coronado
Brenda Cosper
Rodney Couts
Richard Crouse
Esther Davis
Anthony Demarinis
Marcia Doble
Neil Downing
John Doyle
Gwendylon Cochran Dunlap
Terry Durkin
Christy Earhart
Terry Evans
Gordon Ewy
Linda Farinola
Aiming Feng
Bonnie Fiebiger
Kevin Fillmore
Michael A. Fioritto
Aneta Lucja Gawle
Kandace Gagner
Tynisa Gaines
Norma Garcia

Diane Gardner
Junko Gilbert
Judy Gilmer
Juanita Gonzales
Elizabeth Gonzalez
David Grosdorf
Kenneth Gross
Stephen Gsell
Joseph Guccione
Stephanie Hamilton
Edward Harris
David Hatt
Kari Hayes
Dennise Haymaker
Janet Henseler
Lorena Bautista Heredia
David Hochberg
Sonia Alexis Hollies
James Holmes
Maureen C Ianacone
Bradley Imsdahl
Lynn Jacobs
Andrew Jacobson
Christopher Jervis
Koreen Jervis
Jaswant S Jessie
James Jorgensen
Albert Juppe
Evonne Kautz
Shawn King
Steven Koltz
Chandra Leela Kondaveeti
Cheryl Kunstle
Georgia Lamar
Charles Lacoste
Karen Lampe
Gwen Larrett
Irene Lawrence
John V Levy
Donna Lyle
John Maffei
Mark Manning
Pablo Marquez
Harry Marshall
Sandy Mcdowell
Colin Mcgee
Gay Mcgreal
David Mckay
Carla Medina
Mary Mellem
Robert Merriam
Daisy Miller
Bruce Miller
Anthony Milonopoulo
Michelle Monsef
Karina Muro
Diane Nagel
Bill Nemeth
Alex Nkrumah
Ferdinand Nwagbo
Janelle Ogg
Thomas Oldis
Charles Oliver
Cary Oshiro
Frank Pakulniewicz
Yrene Gonzalez Palacios
Nancy Paparazzo

Diana Patterson
Raymond Perkins
Marlene Perrin
John M Perry
Steven D. Pfander
Alan Pinck
Stephanie Pullium
Marilyn Ratliff
Kathy Raymond
Richard Reedman
Laura Rose
Elizabeth Ruh
Rosaura Ruiz
Carlos Ruiz
Clara Salazar
Patricia Sandvik
Nora Schmitz
Dani Schwader
Lewen Shao
Arati Sharma
John Siegel
Mark Sikora
Joyce Snyder
Nelson Soler
Kenneth A Speanburg
Caspar Spescha
Arnold Stairman
Gail Stan
Craig Stanforth
John M. Stanley
Tom Stephens
Michael Stockwell
Frances Stoller
Winifred Stowe
Kathryn Stroy
Dennis Sulewski
Kazuhiro Suye
Jennifer Sweeney
Richard Taborda
Diane C Takenaka
Ben Tallman
Mia Marie Taylor
Sheree Thomas
Melinda Thompson
Kathy Toms
Kat Tracy
F. Anne Turschmann
Melissa Tyce
Victor Urena
Jitendra Vakani
Vandana Vigoureux
Linda Wall
George S Walsh
Peter Wanco
Denine Ward
Rachel Weil
Aaron Whitaker
Patrick Whitchurch
John White
Cherryl Whitely
Carole Whitlock
Suzanne Whitney
Virginia M Widmer
Kendall Wiegardt
Ericka Williams
Elizabeth Winstedt
Gregory Zakarian

Scholarship Opportunities

To find more information on the scholarship opportunities being offered this year, click here.

What is an Enrolled Agent?

Enrolled agents (EAs) are America’s Tax Experts. They are the only federally-licensed tax practitioners who both specialize in taxation and have unlimited rights to represent taxpayers before the Internal Revenue Service. Learn more about EAs here.

Become an Enrolled Agent Fact Sheet

Steps to Becoming an EA

NAEA Career Center

Find your next career opportunity here.

What We Do

Scholarships.Through donations from people like you, the Foundation can  offer financial support options such as the EA Special Enrollment Exam Prep Course Scholarship, the EA Special Enrollment Exam Registration Fees Scholarship, and the new National Tax Practice Institute (NTPI) – Level One Online Package Scholarship to those who wish to expand their expertise within the areas of tax preparation and IRS representation. 
 
Mentoring. The Foundation supports individuals already working in the accounting and tax field as well as students who are just beginning to explore their future careers and are enrolled in accounting and business courses in high schools, two- and four-year colleges, universities, and trade schools.  
 
Career Planning.The Foundation is committed to helping expand awareness of the EA career and the pathways to get there. Check the calendar for the next live EA Career Panel where those interested in joining the profession will hear from prospective and current EAs on their journey to becoming an EA and their current perspective now that they are on the other side.

Mission Statement

NAEA Education Foundation is an independent 501(c)(3) non-profit organization that is dedicated to supporting the lifelong learning of tax professionals.

Vision

To be recognized as the premier organization that enriches the career pathway of tax professions by promoting and supporting education in the field of taxation. View our 2024 Annual Report.

Bylaws

Download a copy of our bylaws here.

Strategic Plan (2020-2025)

  • Increase the strength and awareness of the Education Foundation.
  • Sustain and grow our financial resources.
  • Foster and promote the growth of the tax professional.
  • Embrace diversity.

Board of Trustees

Jim Adelman, EA
Chair
Bill Nemeth, EA
Immediate Past Chair & Secretary
Ericka Williams, EA
Chair-Elect
NAEA-Education Foundation Logo Contributions
Patricia Kappen, EA
Treasurer
Bernadette Antonelli, EA, ATA, ATP
Trustee
Joni Cappuccio, EA
Trustee
Anisha Bailey, EA
Trustee
Koreen Jervis, EA
Trustee
Richard Reedman, USTCP, EA, CFE
Trustee

Contact NAEA’s Education Foundation

naea-ef@naea.org

(202) 822-6232

NAEA Education Foundation
1100 G Street NW
Suite 450
Washington, DC 20005

EA Career Panels

Jumpstart Your EA Career

Are you interested in becoming an Enrolled Agent?

Do you know someone else considering entering the profession?

Watch our career panel discussions to learn first-hand from enrolled agents (and those in the pipeline) about the EA career, how to earn the credential, and discuss career options once you enter the profession.

Thank You, Scholarship Sponsors!

Hock Internation & PassKey Learning Systems