- The National Society of Tax Professionals (NSTP) provides support, education, products, and research services to United States tax professionals. The average NATP member has been in the tax business for over 20 years and holds a tax/financial designation and/or a college degree. NATP Members include individual tax preparers, enrolled agents, certified public accountants, accountants, attorneys, and financial planners.
Certified Public Accountant (CPA) is the statutory title of qualified accountants in the United States who have passed the Uniform Certified Public Accountant Examination and have met additional state education and experience requirements for membership in their respective professional accounting bodies and certification as a CPA.
Over 250 CPE hours (adding 45 more hours every year)
- Continuing Professional Education (CPE) is required for CPAs to maintain their professional competence and provide quality professional services. CPAs are responsible for complying with all applicable CPE requirements, rules and regulations of state boards of accountancy, as well as those of membership associations and other professional organizations.
Enrolled PTIN agents
- The Preparer Tax Identification Number (PTIN) is an identification number that all paid tax return preparers must use on U.S. federal tax returns or claims for refund submitted to the Internal Revenue Service (IRS). Anyone who, for compensation, prepares all or substantially all of any federal tax return or claim for refund must obtain a PTIN issued by the IRS.
- Electronic-filing is a system for submitting tax documents to the U.S. Internal Revenue Service through the internet or direct connection, usually without the need to submit any paper documents.
Certificate of Appointment of Notary Public
- A notary public (or notary or public notary) in the common law world is a public officer constituted by law to serve the public in non-contentious matters usually concerned with estates, deeds, powers-of-attorney, and foreign and international business.