Flying the EA Flag
My EA Journey

Flying the EA Flag

My enrolled agent (EA) journey is probably different from many others. My journey began in 1991, about 15 years into my 22-year United States Air Force career. My squadron commander asked me to take on an additional duty as the unit’s tax advisor. And by “additional ... Brian D. Prucey, EA

NAEA Members Win Big in Vegas
EVP Message

NAEA Members Win Big in Vegas

More than 150 National Association of Enrolled Agents (NAEA) members and guests braved the Las Vegas heat in July to attend the Special Topics Workshop, our first live event in 19 months. Some came for the content, some came for the location, but almost everyone came for th... Megan Killian

Why Your Marketing Message Needs to Be Updated This Year
Practice Builder

Why Your Marketing Message Needs to Be Updated This Year

When was the last time you updated your marketing message? You may not know how or what to craft into a compelling message. You are a tax professional not a marketer. But you are also a business owner running a business… i... Janel Sykora

From Expat to Entrepreneur to EA
My EA Journey

From Expat to Entrepreneur to EA

I did not know it at the time, but my enrolled agent (EA) journey began in 2002 when my wife, Carrie, and I moved from the United States to Barcelona to pursue our Master of Business Administration (MBA) degrees. When we graduated in 2004, we... David McKeegan, EA

Do No Harm
Expert Notes

Do No Harm

As someone who has been in the tax game for over 40 years and exclusively in the world of international tax for the last 18 years, my company has flourished and prospered on the mistakes of others. In 2013, when I... Mary Beth Lougen, EA, USTCP

What Is Tax Technology?
Tax Tech

What Is Tax Technology?

There is a sea change happening in the tax industry: Where the focus was once on compliance, it is now about value—ensuring fair taxes are being paid, managing tax risk, evaluating the tax consequences of business activities, and more. Underlying this shift to a more... Brandon Van Volkenburgh

The Elephant in the Room: Human Errors and Tax Notices
Practice Builder

The Elephant in the Room: Human Errors and Tax Notices

Humans make mistakes – it is a fact. And it is also the one thing that all tax preparers have in common. Transposition errors, excluding important numbers, forgetting to check a box, or duplicating an entry – all of these mistakes are prevalent in the ind... Patrick (Pat) Roberts, CPA

From Hero to Zero in 60 Seconds or Less
Feature Article

From Hero to Zero in 60 Seconds or Less

The following is a collection of anecdotes from members of the National Association of Enrolled Agents' (NAEA Ethics and Professional Conduct (EP&C) Committee. Names have been changed to preserve the confidentiality of our complainants and respondents. So...

What Is Next?
EVP Message

What Is Next?

There is light at the end of the tunnel. But the pandemic will certainly leave its mark and change how we do things in the future. The slow return to some normalcy is coming, and in some cases, is already here. Hopefully, all of you have seen friends and loved ones you have... Megan Killian

Ethics in Publishing: Cite Your Sources
Expert Notes

Ethics in Publishing: Cite Your Sources

“… citation, the actual process of choosing which papers to cite when writing papers, has largely escaped scrutiny. Like it or not, citations are the currency of success in science.”i Discover magazine noted th... Christine Kuglin, EA

Create Raving Fans
Practice Builder

Create Raving Fans

A tax preparer’s goal should always be to provide excellent service to every client. But going the extra mile will help you create raving fans. A “raving fan,” as developed by Ken Blanchard, is a client who has that “knock your socks off” kind of... Terry M. Judge

Due Diligence: How Do You Do It and How Much Is Enough?
Feature Article

Due Diligence: How Do You Do It and How Much Is Enough?

When I was director of the Office of Professional Responsibility, one of the most frequent questions I received from tax professionals around the country was: "How do I know when I have done enough due diligence?" The ultimate answer: “It depends,” sho... Karen L. Hawkins

A Turning Point
My EA Journey

A Turning Point

I got into the tax business as a means to an end—a way to make decent money without working all year, frankly. My dad and uncle owned and operated a multilocation tax preparation business in the Los Angeles area: Pronto... Andrew Freiburghouse, EA

A Primer on Significant Sections of Circular 230 for the New Practitioner
Feature Article

A Primer on Significant Sections of Circular 230 for the New Practitioner

Circular 230 imposes certain duties and restrictions upon all practitioners.i It also delineates 18 nonexclusive acts of incompetence and disreputable conduct for which a practitioner may be disciplined. If ... Karen L. Hawkins

Can You Work 15-Hour Days and Be Ethical?
Editor's Message

Can You Work 15-Hour Days and Be Ethical?

Enrolled agents, and the tax community as a whole, work too much during tax season, and it puts taxpayers at a disadvantage. I know you may not want to hear this because it is contrary to your business model of jamming eight to 15 tax returns per day into your schedule, six to ...

The Future of NAEA
President's Message

The Future of NAEA

This being my first column as president of the National Association of Enrolled Agents (NAEA), I want to thank you for entrusting me with this role." A little bit about how I ended up here: I am a transplant from Southern California to New Jersey. My first career wa... David Tolleth, EA

Three Untapped Niches of Opportunity for Your Firm in 2021
Practice Builder

Three Untapped Niches of Opportunity for Your Firm in 2021

Dentistry. Construction. Real estate. Working with clients in these industry verticals can provide your firm with incremental growth. While these niches are certainly solid areas to explore as you look toward increasing your firm’s profitab... Gaynor Meilke

The Will to Succeed
My EA Journey

The Will to Succeed

As a child, I was a refugee, a destitute immigrant, and a member of a family of Holocaust survivors. English was not my first language; perhaps my third, by the time I was 5 years old. I also had a speech impediment and spent years in speec... Eva Rosenberg, EA

Honing Your Entrepreneurial Spirit
EVP Message

Honing Your Entrepreneurial Spirit

The age old axiom, “The only constant in life is change,” is abundantly true. I have had an opportunity to analyze how much NAEA has changed since the spring of 2015 when I moved to another organization. I barely recognize any of the staff. The Board is comprised of many new faces. T... Michael Nelson

The Key Differences Between Media, Analyst, and Influencer Relations
Practice Builder

The Key Differences Between Media, Analyst, and Influencer Relations

Raising awareness around your firm and its offerings should mean more than throwing spaghetti at the wall and seeing if it sticks. A strategic public relations (PR) and marketing plan will get you closer to your goal, whether that is recognition... Tanya Amyote

Navigating Tax Groups on Social Media: When Did Tax Become a Contact Sport?
Expert Notes

Navigating Tax Groups on Social Media: When Did Tax Become a Contact Sport?

It has been a rough year and I have seen it all. People who feel beaten up for asking questions and people doing the beating up. People arguing when they do not get the answer they want to hear from other people who are recognized experts on that particular topic. People argui... Amber Gray-Fenner, EA, USTCP

What in the World Is Design Thinking for a Tax Firm?
Practice Builder

What in the World Is Design Thinking for a Tax Firm?

I am sure all of you have heard the term “design thinking” – and probably tossed it aside since design thinking could not possibly relate to tax firms, but you would be wrong. Allow me to start at the beginning by defining design thinking, and then offe... Brandy Jordan