Take Note

What are your thoughts on the future of the enrolled agent profession?   PRESIDENT Jennifer MacMillan, EA Colorado Cautiously optimistic that new enrolled agents can be grown from the tax preparer pool, but concerned about what will ha...

Feature Article

Ethical tax practice is not just about compliance; it is about maintaining professional integrity and safeguarding clients’ interests while adhering to the tax laws. This ar... Josh Youngblood, EA

President's Message

It is a true honor to write to you as the new president of the National Association of Enrolled Agents (NAEA). I step into this role with deep appreciation for our association’s legacy and great optimism about our shared future—even as that future brings profound change to our p... Jennifer MacMillan, EA

Feature Article

How was your “ethics footprint” during the last tax season?i We experienced several difficulties during the season. We never knew if there would be a tax bill with retroactive changes and if the government would shut down. N... Ruth Ann Michnay, EA, CPA, USTCP

Tax Tech

The landscape of tax resolution and tax preparation is evolving rapidly, and as an enrolled agent (EA), our ability to manage our practice efficiently is crucial for our success. With new technologies, increasing client expectations, and ever-... Karena Burgess, EA

Back to Basics

Let us be honest. Most of us wear too many hats. You are handling tax returns, Internal Revenue Service (IRS) representation, client emails, bookkeeping, marketing, and maybe even some information technology (IT) t... Nisla Love, EA

Feature Article

As tax professionals, we sit at the crossroads of expertise, trust, and ever-changing rules and regulations. Our clients count on us to interpret complex tax laws, optimize their financial outcomes,... George Dandridge Jr., EA

EVP Message

As enrolled agents (EAs), you are more than tax preparers – you are critical players in the nation’s tax administration system. Your work supports compliance, eases taxpayer burdens, and upholds the integrity of the tax code. In a time of rapid transformation within the Internal Rev...

Preparation

As tax professionals, we often hear about cases of fraud or negligence in seminars, books, or articles, but nothing compares to the reality of witnessing how a criminal investigation unfolds. Today, I want to share the story of a fe... Jose Delgado, EA, NTPI Fellow®

Feature Article

I could not resist the title reference to the West Side Story lyric. Seriously, though, the last Circular 230 revision dropped in June 2014, so we are long overdue. We had proposed changes published in the Federal... Phyllis Jo Kubey, EA

Editor's Message

They say ethics never go out of style, but they certainly could use a refresh. In last year’s ethics issue, I suggested (somewhat wistfully) that Circular 230 was overdue for an update. Either someone at Treasury has been reading our journal, or great minds simply thi... Tynisa (Ty) Gaines, EA (She/Her)

Practice Builder

You have just completed another tax season and have come to the conclusion that not all clients are worth the fee. It is time for you to analyze your practice and determine what is best for you overall. Which clien... Alan Pinck, EA

Capitol Corner

If you have ever been stuck on hold with the Internal Revenue Service (IRS), struggled to find a clear answer for a client living abroad, or felt the frustration of watching unqualified preparers put taxpayers at risk, you are not alone. And thankfully, so... Michelle McCaughey

Member Profile

Where do you reside? I currently live in Boston, Massachusetts. What got you involved in the tax profession? I first became interested in accounting in high school, and eventually, I liked the problem-solving and regulator... Anish Sanghi, EA