NAEA MEMBER BENEFITS: WHAT’S WAITING FOR YOU ONLINE.

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Presentation transcript:

NAEA MEMBER BENEFITS: WHAT’S WAITING FOR YOU ONLINE

Be Sure You Know Your NAEA Benefits! Plenty of members don’t fully take advantage of the NAEA website. This presentation should help bring you up-to-date on what’s there and how to use it!

NAEA Website Resources: Find an EA Profile Logging In  Log in to the NAEA website using your username and password. If you have forgotten your log in information, please contact the membership team Click on “My Account” Click on “Update Profile”

NAEA Website Resources: Find an EA Profile Once on the “Update Profile” page, select the “Update My ‘Find an EA’ Profile”

NAEA Website Resources: Find an EA Profile Click on the icon or "Add a New Referral" in the center of the page.

NAEA Website Resources: Find an EA Profile Check the appropriate boxes to make your website, address and address public.

NAEA Website Resources: Find an EA Profile Check or add the additional information you want the public to see.

NAEA Website Resources: Find an EA Profile Check the box “Ready to Publish” and select the "Insert" button once you are finished updating your profile.

NAEA Website Resources: Member Forum

Business & Payroll Taxes Business: Corp/LLC/Partnership Business: Sole Proprietor Collection Issues Cracker Barrel Lounge E-Services Individual Income Laugh of the Day Practice Management Public Relations

NAEA Website Resources: Member Forum

NAEA Website Resources: Member Forum Tips Trust but verify Respect the poster & responders Be clear in your questions and answers – include all pertinent facts Be humble When its important, ask for citations!

Other Important Member Resources The Tax Research Service Classifieds E & O Insurance (CalSurance) Tools for Members Member Discounts NAEA Social Media (members-only LinkedIn and Facebook groups)

Tools for Members Taxpayer Brochures  “Enrolled Agents: America’s Tax Experts”  Records Retention Requirements EA Ads  Full, Half & Quarter Page  PSAs Sample Documents & Letters  Fee Agreement Engagement Letters  Audit Engagement Letters  Privacy Policy  Collections  Disclosure & Conflict of Interest

Tools for Members Client Newsletters Customizable News Releases Social Media 101 NAEA and EA Logos

Member Discounts AGP Credit Card Processing  50% discount on account fees Ad-Hold Service CCH Discounts Quickfinder & TaxBook discounts Rental Car TASC AgriPlan & BizPlan  50% Discount Tax Talk Today

Member Discounts Gleim Discounts GetNetSet Website Solutions  20% Discount OfficeMax Partner Advantage  31% - 88% off list price  Free delivery Paychex TaxScripts UPS

Continuing Education EA Journal CE test (two or four credits each) National Tax Practice Institute™ (NTPI®) (up to 24 CE credits)  Level 1 online  Levels 1,2 and 3 offered twice a year  Graduate Level in Representation National Conference (up to 24 CE credits)  Tax Preparation Issues  SEE Boot Camp (NAEA CE only)  NTPI®, all levels Webinars on hot topics Scholarships are available!