named programs · 5 · from sources
What they call their work
Excellence in Public Awareness Award
Recognizes contributions that increase public recognition of Enrolled Agents in New York State.
NYSSEA Founders Award
Recognizes significant leadership and contributions that impact the growth and progress of the NYSSEA association.
NYSSEA Mentorship Program
Connects experienced Enrolled Agents with newer members to support professional development, networking, and guidance in the tax profession.
NYSSEA Scholarship
Provides financial support up to $500 to members for continuing education at NYSSEA, NAEA, or NTPI conferences and leadership programs.
Robert Nadel Above and Beyond Award
Honors members who go beyond normal responsibilities in service to the NYSSEA.
activities · 8 groups
What they do
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Professional Education and Certification for Financial and Estate Planners 2 activities
- Facilitates access to enrolled agents and specialized tax servicesMaintains and promotes a directory of Enrolled Agents and facilitates access to professionals with expertise in areas such as cryptocurrencies, military and international taxation, cannabis-related businesses, and nonprofit and business tax services.
- Provides continuing education and professional development for enrolled agentsOffers ongoing educational opportunities including a Distinguished Speaker Webinar Series and specialized webinars on topics such as accounting fundamentals to enhance members' professional knowledge and skills.
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Industry Advocacy and Regulatory Engagement 1 activity
- Advocates for enrolled agents in government and legislative arenasMonitors and influences tax-related legislation at federal, state, and local levels, conducts advocacy with the New York State Tax Department, and works to increase the visibility of enrolled agents within government agencies.
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Industry-Specific Student Scholarships and Competitions 1 activity
- Awards scholarships and recognition to membersAnnually awards scholarships of up to $500 for professional education and presents awards at the annual conference to recognize leadership, service, and contributions to the profession and association.
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Public Awareness and Educational Outreach 1 activity
- Empowers member engagement and public outreachSupports members in building community relationships, engaging with local leaders, and increasing public awareness of enrolled agents through promotional tools and recognition programs.
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Mentorship and Professional Development Programs 1 activity
- Operates a structured mentorship program for new enrolled agentsRuns a formal mentorship program that pairs experienced Enrolled Agents with newer members using an application-based matching process based on background, experience, and professional goals to support integration and professional growth.
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Professional Networking Events 1 activity
- Organizes annual conference and professional networking eventsHosts an annual conference and new member mixers that provide professional development, recognition, and networking opportunities for Enrolled Agents in New York.
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Professional Membership and Association Benefits 1 activity
- Provides member resources, communications, and benefitsOffers access to tax and non-tax resources, job postings, promotional tools, member discounts through partner programs, reduced pricing for events, and maintains regular communication with members through multiple channels.
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Organizational Governance & Leadership Development 1 activity
- Supports organizational leadership development and governanceIdentifies and develops new organizational leaders, reviews and updates bylaws and policy manuals, and works to refine organizational structure to ensure long-term sustainability.
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financials · form 990EZ · fy2023
revenue
Total revenue$152K
Contributions & grants——
Program service revenue$111K73%
Investment income$460%
Other revenue—
expenses
Total expenses$169K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$32K
Grants paid out—
balance sheet
Total assets$145K
Cash—
Investments—
Liabilities—
Net assets$138K
2 years on record · 2020–2023 · YoY revenue +134.9%
leadership · form 990 part vii · fy2023
Who runs it
paid leadership · 1
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| JEFFREY R GENTNER EA | ASSC ADMIN | 12 | $29K |
board members · 6
- EMILIE ARCHAMBEAULT EA CFP — Director
- FRANK S LIN EA — Director
- KAREN L BAIR EA — Director
- MAKEEVA DARDEN EA — Director
- MARY COLE — Director
- MICHELE A EATON EA — Director
relationships · 11
Who they work with
- American Institute of Certified Tax Planners Partner — Provides instruction and presents on tax-related topics for the American Institute of Certified Tax Planners.
- Facebook Partner — Shares job postings on Facebook as part of distribution.
- LinkedIn Partner — Shares job postings on LinkedIn as part of distribution.
- NAEA Education Foundation Government — Supports and participates in the NAEA Education Foundation, with a NYSSEA leader serving as a Trustee.
- National Association of Enrolled Agents Network — Collaborates with and participates in activities organized by the National Association of Enrolled Agents.
- National Association of Enrolled Agents Network — Independent affiliate of the National Association of Enrolled Agents, no longer requiring dual membership
- National Association of Enrolled Agents Partner — NYSSEA is an affiliate of the National Association of Enrolled Agents (NAEA).
- National Association of Tax Professionals Partner — Shares expertise and co-presents on topics such as cryptocurrency taxation with the National Association of Tax Professionals.
- Twitter Partner — Shares job postings on Twitter as part of distribution.
- allied professionals Partner — Provides partnerships between members and allied professionals
- third-party vendors Partner — Facilitates access to third-party vendors for member benefit
strategies · 4
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Advocacy Shapes Tax Policy and Professional Recognitionmethodology: policy advocacyBy serving as a leading advocate with governing agencies and recognizing member contributions, the organization advances the profession and increases public trust, because policy influence and public visibility together elevate the status and impact of Enrolled Agents in New York.
- Peer Mentorship Accelerates Professional Growthmethodology: mentorship_modelBy connecting experienced Enrolled Agents with newer members through structured mentorship, the organization builds skills, professional networks, and confidence, because peer-supported learning produces faster integration and sustained engagement than independent learning alone.
- Specialization-Based Matching Improves Client-Professional Alignmentmethodology: specialization-by-tax-domainBy categorizing Enrolled Agents according to tax domain expertise, client type, and service offerings, the organization streamlines connections between taxpayers and qualified professionals, because matching based on specialization increases accuracy, trust, and effectiveness in tax representation.
- Structured Professional Development Drives Advancementmethodology: professional-developmentBy providing structured education and professional development opportunities, the organization fosters individual growth and career advancement among Enrolled Agents in New York, because continuous learning and skill-building are essential to professional success and credibility in tax practice.