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NAEA’s Tax Research Service

As an enrolled agent, you’ve proven your tax expertise. Even with your experience and knowledge, there are times when you want to verify your memory, read the regulation, or just double check your answer. It’s part of providing the best service possible for your clients. You may also run into a unique tax situation from time to time that requires extensive investigation.

The National Association of Enrolled Agents now offers a tax research service. Convenient and easy to use, this service will answer your questions and offer written tax guidance in conversational language that you could share directly with your clients. Whether your question requires just a simple fact check or poses a complex tax situation, you can trust the research provided by NAEA’s tax research service.

NAEA members and registered users receive the lowest possible cost for this service, but only when you access the Tax Research Service though NAEA.
Click here to connect to the Tax Research Service

How it Works
There are two parts to this robust service:

  1. Tax Knowledge Base – a dynamic online searchable database answering some 3,000 frequently asked questions. Search by topic, keyword or simply browse the most recent questions asked by other tax professionals.
  2. Send Us A Question – submit your specific question, including any necessary documentation, directly to our tax research experts for personalized case research. Two levels of service are offered based on the complexity of the question: Standard and Extensive.

The Tax Research Service Presentation is a full how-to guide to accessing and using the Tax Research Service. Print it out or review it online. There’s also a full “Help” document available to you and you may submit a “Support” email request once you’ve logged into the service. If your login is accepted but the Tax Research Service doesn’t seem to open, you may need to install flash software. Flash is a common software offered by Adobe, the same makers of pdf software. Download it for free by clicking here.

Pricing for NAEA’s Tax Research Service
NAEA members receive the best rates for this service. Not a member? Maybe it’s time you joined. Check out our membership benefits and sign up as a member or associate now.
Tax Knowledge Base

NAEA members and associates: complimentary, unlimited access
Non-members: $100 yearly subscription
NAEA members and associates
Standard: $35 per question
Extensive: $75 per hour (you will receive an estimate to approve before research begins)
Non-members
Standard: $50 per question with Tax Knowledge Base subscription; $100 per question otherwise Extensive: $100 per hour with Tax Knowledge Base subscription; $150 per hour otherwise (you will receive an estimate to approve before research begins)

For the Send Us A Question service, your credit card will not be charged until for an answer is delivered to you. If your tax situation requires additional research, you will be notified and given the cost for that specific question. You must approve the additional charge before work begins.

Account Manager
NAEA’s Tax Research Service includes a useful account manager (My Tax Knowledge Center) to help you keep track of your questions, answers and book-marked selections.

NAEA’s Tax Research Service is powered by Delphis Tax Solutions. Questions about membership or this service may be directed to membership@naea.org or 202-822-6232.