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.

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

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.

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

Donations Made July 1, 2022 through December 14, 2023

Frank Abigana
Mikal Abdullah
James Adelman
Akintayo O Adetunmbi
Paul Aiyeyomi
Edward Alob
Ray Andazola
Kim D. Anderson
Gary Anspach
Frederic Apcar
Susan Armstrong
Mauna Arnzen
Souheil Asmar
Louis Avalos
Susanna Avrutskaya
Rafik Manouki Baghoomian
Steven Bacetti
Vita Baker-Luna
Shelley Barker
Maria Belden
Nuria Bermudez
Trevor Betts
Raymond Betts
Rowena P Bigler
Teresa Bilsky
Daniel Blamer
John H Blaubach
Janusz Bogus
Catherine Bostock-Hudy
Geri Bowman
Mary Dickerson Bowman
Donnie Boyer
Dmitriy Brodskiy
Mary Broussard
Debra Brown
Alfonso Bundoc
Melissa Burke
Charlene Burkhardt
Carol Calhoon
Mary Charron
Harpreet Chawla
Lei Chen
Robert Ciesielka
Barbara Cochrane
Teresa Coleman
Shauna Joy Collins
Deborah Conlee
Jonathan Cormier
Richard Crouse
Vincenzo Daloia
Michael Darany
Ashis Dattaray
Stephen Davis
Francis Degen
John Dever
Mary Dickerson Bowman
Marcia Doble
Deborah Dreher
Robert Dubin
Terry Durkin
Robert Ehrich
Mireya Espinoza
Glynis Evans
Gordon Ewy
Lesmine Fairweather
Aiming Feng
Connie Ferrell
Kevin Fillmore
Michael A. Fioritto
Kathleen Franklin
John Gagliardo
Karen Gallegos
Lynda Galler
Carrie Gambill
Paul Games
Amos Garsaynee
Matt Gaylor
Junko Gilbert
Stephen Gilbert
Judy Gilmer
Amber Gray-Fenner
Eugene Grimley
David Grosdorf
Stephen Gsell
Pedro Guerra

Patrick Haggerty
Kevis Halphen
Stephanie Hamilton
Tina Hart
Rawad Abou Hassan
Nek Gawtgirbe
Dennise Haymaker
Jay Hillis
Andrew Holland
John Horell
Kathy Ann Hubbard
Richard Huskey
Maureen C Ianacone
Bradley Imsdahl
Shamim Iqbal
Constance Jacobs
James Jasienski
David Jelle
Gary Jensen
Koreen Jervis
Jaswant Jessie
Jeffrey Johnson
Melanie Johnson
Donya Joines
Fred Pierre Joseph
Albert Juppe
Veerapandian Kalimuthu
Patricia Kappen
Evonne Kautz
Doric Keise
Donald Kell
Jacqueline Kempfer
David Keosaian
Yolanda Kirschner
Jane Klaus
Carlos Klinger
John Kolentsas
Kim Koterman
Kathleen Krysiak
Phyllis Jo Kubey
Cheryl Kunstle
Linda Larson
Tanzetta Lasker
Mark Lawless
Irene Lawrence
Steven Leibold
Samuel Lethcoe
Jeffrey Linders
Marie Linders
Beth Logan
Donna Lyle
Nancy Lyman
John Maffei
Daniel Magrino
Lori Manick
Mark Manning
Anita Manuel
Harry Marshall
Jeanette Martin
Maurice Mauner
John Maynard
Sandy McDowell
Gay McGreal
David McKay
Jacob Lamar McKeithan
Matthew Meachem
Debra Mejia
Mary Mellem
Daisy Miller
Wayne Mitsunaga
Julianne Molek
Robin Molina
Henrietta Moore
Joseph Morelli
Janet Morgan
Darrell Morris
Stephen W Moskaluk
Erin Motter
Joseph Moukhliss
Robert Murphy
Diane Nagel
Karin G. Nelson
Jeanne Nelson
Bill Nemeth
Ferdinand Nwagbo
Thomas Oldis
Joseph O’Hara
Michael O’Leary
Joseph Orabona

Cary Oshiro
Frank Pakulniewicz
Odalys Parra
M. Patterson
Rose Pedersen
Raymond Perkins
Donna Perrone
John M. Perry
Anwar Petty
Steven D. Pfander
Alan Pinck
Michael Porro
Jon Pryweller
Orlando A. Ramos
Hooman Rashidi
Steven Rast
Marc Rizzo
Gus Rodriguez
Donald Rosenberg
Kathlene Rosenberger
Chelsea Rustek
Marianne Saler
Linda Sandidge
Patricia Sandvik
Steven Sarvas
Jerri Schmidt
Dani Schwader
Lewen Shao
Terri Tutton Sheafor
John Sheeley
Lawrence Silverman
Eugene Simon
Roy Singh
Diana Skocypec
Michele Slone
Angus Smith
Jeff Smyth
Joyce Snyder
Kenneth Speanburg
Karen Stancombe
Tom Stephens
April Stewart
William Stewart
Winifred Stowe
Laura Strombom
Kathryn Stroy
Harold Sullivan
Mary Sunderland
Kazuhiro Suye
Anthony Sykes
Mark Tabor
Ben Tallman
Sheree Thomas
Melinda Thompson
Alexander Thomson
Marcos Timana
Kathy Toms
Kathryn Tracy
Shawn Tran
Jonna Truan
James Tucciarone
Shirley Valk
Diego Velasquez
Vandana Vigoureux
Teodora Villafuerte
Peter Wanco
Leonard Warden
Martin Wathen
Rachel Weil
Crystal Wheeler
Aaron Whitaker
Cherryl Whitely
Carole Whitlock
Suzanne Whitney
Lori Whittaker
Virginia M. Widmer
Kendall Wiegardt
Ericka Williams
Christina Wilson
Elizabeth Winstedt
John Wood
Robert Woodford
Ralph Wright
Michael Wurtz
James (Jim) Xidon
You Zhou
Angelica Zito

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 NAEA’s Education Foundation

    naea-ef@10ybbs.com

    (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