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.

Donate Today

About

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 2023 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
Anisha Bailey, EA
Trustee
Joni Cappuccio, EA
Trustee
Sebastian Herrera, EA
Trustee
Koreen Jervis, EA
Trustee
Richard Reedman, USTCP, EA, CFE
Trustee

Scholarships

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.

View our 2024 Scholarship Winners

 

Success Stories

“Thank you so much for choosing me as a recipient for the Exam Scholarship! I passed SEE 3 on June 11 and am currently studying for SEE 1, and then I will finish it off with SEE 2. This is such a great help and so encouraging for me!”

–  Shawna Betken


“Thank you so much for this wonderful surprise!! What an honor and privilege to be chosen for this scholarship! I have recently passed the SEE 3 and am now studying for the SEE 1 and plan to take it this Tuesday the 18th. This scholarship will definitely help to offset the cost and keep my mind on what is needed to pass!! Looking forward to joining the NAEA once all 3 are passed. I can’t wait to be a part of a community that cares enough to help others along the way and to learn and grow together. Thank you again and best wishes in all of your endeavors!”

– Susan Henderson

 

2024 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.

The application window is now closed. Winners will be notified November 18, 2024.

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.

Application Requirements: In addition to completing this application, you must provide a completed reference form.

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.

Donors

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?

Make a donation now

Hock Internation & PassKey Learning Systems

Donations Made January 1 – December 4, 2024

A. Charles Town
Aaron Whitaker
Aboubacar Diakite
Aiming Feng
Akintayo O. Adetunmbi
Alan Pinck
Albert Juppe
Alexander Thomson
Alfonso Bundoc
Allan Reynolds
Amber Gray-Fenner
Amos Garsaynee
Angel Silva
Angus Smith
Ann Rice
Annette Ballard
Anthony Aleta
Anthony Travisano
Barbara Mills
Barbara Richardson
Ben Tallman
Bernadette Antonelli
Beth Logan
Bill Nemeth
Bob Frost
Bradley Imsdahl
Carole Whitlock
Cary Oshiro
Catherine Bostock-Hudy
Cecil Norris
Chandra Leele Kondaveeti
Charleen Vickery
Charlene Burkhardt
Charles Oliver
Charles VanKirk
Cherryl Whitely
Cheryl Kunstle
Christina Haley
Christina Wilson
Christopher Coggins
Colin McGee
Connie Ferrell
Daisy Miller
Dani Schwader
Darrell Morris
David A. Hutchison
David Grosdorf
David Jelle
Deborah Conlee
Debra Brown
Denine Ward
Dennis Sulewski
Dennise Haymaker
Derni Osio
Diane Nagel
Diogenes Suarez
Donald Rosenberg
Donna Lyle
Donna Perrone
Edwin Medina
Eileen Eng
Elizabeth Rider
Ellen Azrael
Elmer Dunn Jr.
Ericka Williams
Evonne Kautz
Faye Cobbs

Fred Kreuzer
Gail Stan
Gary Jakalow
Gay McGreal
Gene Bell
Glenn Hyatt
Gordon Ewy
Gwen Larrett
Harpreet Chawla
Harry Marshall
Hooman Rashidi
Ikedinachi Nwaogwugwu
Jacob Miller
James Adelman
James Burcham
James Housman
James Jasienski
James Jorgensen
Janelle Ogg
Janet Henseler
Javed Nizami
Jay Hillis
Jean Mammen
Jeanne Nelson
Jeffrey Blanchette
Jeffrey Linders
John Cencig
John Dever
John Doyle
John H. Blaubach
John M. Perry
John M. Stanley
John Maffei
Jonathan Cormier
Jonna Truan
Juanita Gonzales
Judy Gilmer
Julianne Molek
Junko Gilbert
Karen Markley
Kathryn Fazendin
Kathryn Stroy
Kazuhiro Suye
Kendall Wiegardt
Kerry Lynn Turner
Kevin Fillmore
Kevis Halphen
Kim Koterman
Laura Kimble
Lei Chen
Leonard Warden
Leslie Casteel
Lewen Shao
Linda Burger
Linda Larson
Linda Sandidge
Marcia Doble
Maria Belden
Marie Linders
Mariet Ostos
Marilyn Preston
Mark Manning
Marna Genes
Marshall Muhammad
Martha Domke
Mary Broussard
Mary Dickerson Bowman
Mary Mellem
Mary Sunderland

Mauna Arnzen
Mauro I. Amador
Maxine Taylor
Melanie Levno
Melinda Thompson
Melissa Burke
Melissa Parker
Michael A. Fioritto
Michael Habayeb
Michael Kelly
Michael O’Leary
Michael Porro
Michael Stockwell
Micheal Wurtz
Michelle King
Michelle Monsef
Nancy Lyman
Nancy Ruskin
Nicholas Sutton
Norman Shaiman
Pam Hocevar
Patricia Kappen
Patricia Roman
Patricia Sandvik
Paul Aiyeyomi
Paul Cheatham
Rachel Scott
Raymond Kidwell
Raymond Perkins
Richard Crouse
Richard Huskey
Richard Taborda
Robert Gross
Robert Jacobs
Robert Murphy
Robert Woodford
Robin Noyes-McGuire
Sally Filice
Samuel Sparrow
Sandy McDowell
Scott Griffiths
Sharon Cohen
Sheree Thomas
Sonia Alexis Hollies
Stephanie Pullium
Stephen DeFilippis
Stephen Gsell
Stephen Whyte
Steven Becerra
Steven D. Pfander
Steven Iversen
Susan Bremner
Sylvia Araiza
Tanai Nelson
Tanya L. Munford
Taryn Calli Jalomo
Tayde Saenz
Terry Durkin
Thomas Oldis
Timothy Adams
Tom Stephens
Tracie Hannick
Tynisa Gaines
Victor Urena
Vincenzo Daloia
Virginia M Widmer
Vita Baker-Luna
Warner Cheatham
Wayne Mitsunaga
William Rodgers
Winifred Stowe

Resources

2024 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.

Contact

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.

    View EA Career Panel Playlist

    Thank You, Scholarship Sponsors!

    Hock Internation & PassKey Learning Systems