Professional Affiliations

 

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The enrolled agent profession dates back to 1884 when, after questionable claims had been presented for Civil War losses, Congress acted to regulate persons who represented citizens in their dealings with the U.S. Treasury Department. These intriguing beginnings have grown to include the current National Association of Enrolled Agents (NAEA), which is a national association of over 11,000 independent, licensed tax professionals. NAEA is dedicated to helping its members maintain the highest level of knowledge, skills and professionalism in all areas of taxation, so that members may most effectively represent the needs of their clients.

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The National Association of Tax Professionals (NATP), founded in 1979, is a nonprofit professional association dedicated to excellence in taxation. NATP was formed to serve professionals who work in all areas of tax practice

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The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process.