irs program accomplishments · form 990 part iii · fy2023
What they reported doing
- #1 primary $8KMAINTAINING WEBSITE TO FACILITATE EXCHANGE OF INFORMATION AMONG MEMBERS.
- #2 $0PROVIDING A FORUM FOR EMPLOYMENT OPPORTUNITIES FOR MEMBERS.
named programs · 3 · from sources
What they call their work
Employment Forum
Providing a platform for job and employment opportunities tailored to members in the tax and technology fields
Member Information Exchange
Maintaining a website to facilitate the exchange of information among members on tax and tax technology topics
Member Surveys
Conducting surveys on issues related to computerization of tax functions to inform member needs and industry trends
activities · 7 groups
What they do
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Professional Job Board & Career Placement Services 2 activities
- Providing a forum for member employment opportunitiesOffers a platform or forum that supports employment networking and opportunities for members, enhancing professional development and job placement within the field.
- Support career development in tax technologyOperates a Career Center that connects job seekers and employers in the field of tax technology.
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Organizational Newsletter Production and Distribution 1 activity
- Distribute member communicationsProduces and distributes regular eNews publications to members featuring updates on tax technology, conference recaps, upcoming webinars, and virtual roundtables.
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Corporate Sponsorship Programs 1 activity
- Engage vendor partners through sponsorships and co-hosted eventsOffers sponsorship opportunities at the Annual Tax Technology Conference including booth space, attendee lists, collateral distribution, and co-hosted webinars, and operates a Vendor Expo Passport Program.
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Professional Networking Events 1 activity
- Facilitate professional networking and forumsOperates an online member community, year-round forums, and networking events for corporate tax and tax technology professionals to discuss topics such as AI, compliance, fixed assets, and document management, including via SharePoint and virtual roundtables.
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Organization Website and Online Platform Management 1 activity
- Operating a member-focused website for information exchangeMaintains and operates a website designed to facilitate the exchange of information among its members, supporting communication and resource sharing within the organization's community.
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Professional Education and Certification for Financial and Estate Planners 1 activity
- Provide member education and professional developmentOffers educational resources, webinars (including on corporate tax trends), and programs such as the International Tax Boot Camp that provide continuing professional education (CPE) credits, supporting members in addressing tax automation and technology challenges.
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Uncategorized 2 activities
- Conducting research via membership surveys on tax computerizationConducts surveys of members to gather data and insights on issues related to the computerization of tax functions, contributing to sector-specific research and knowledge development.
- Host annual Tax Technology ConferenceOrganizes and promotes an annual conference focused on tax technology, automation, and compliance, scheduled for May 17–20, 2026, in San Antonio, Texas, providing networking and educational opportunities for corporate tax and technology professionals.
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financials · form 990 · fy2023
revenue
Total revenue$370K
Contributions & grants$59K16%
Program service revenue$133K36%
Investment income$4K1%
Other revenue$174K
expenses
Total expenses$463K
Program expenses34%
Admin / overhead66%
Fundraising0%
Salaries & benefits$248K
Grants paid out$0
Largest expense lineCompensation
balance sheet
Total assets$266K
Cash$253K
Investments$0
Liabilities$145K
Net assets$121K
Liquid reserves6.6 mo
3 years on record · 2020–2023 · YoY revenue +8.2%
leadership · form 990 part vii · fy2023
Who runs it
paid leadership · 2
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| RIZA C CEBULA | EXECUTIVE DIRECTOR | 28 | $80K |
| BRENDA L JAMESON | DIRECTOR OF MARKETING & DE | 28 | $77K |
board members · 8
- ANN PUCCI — PAST PRESIDENT
- ERIC LIN — VICE PRESIDENT AND MEMBERS
- JODIE ARREGUIN — SECRETARY AND PUBLICATIONS
- MENGTING LU — MEMBERSHIP CHAIR
- MICHELLE CARTER — PROGRAM CHAIR
- PAUL MATTIOLA — PAST PRESIDENT
- RAYMOND IMBROGNO — ADVISORY
- RYAN ENGLEHART — PROGRAM CHAIR
relationships · 25
Who they work with
- 1 Terra Vita Group Partner — Partner organization posting job opportunities through the ACT Career Center.
- Aggregate Singularity, Inc. (ASI) Partner — Aggregate Singularity, Inc. (ASI) participates in ACT's webinar series on tax technology topics.
- Arts for Learning Maryland Partner — Partner organization posting job opportunities through the ACT Career Center.
- BDO USA Partner — BDO USA participated in a breakout session at the ACT Annual Conference on building autonomous tax functions.
- CSC Corptax Partner — CSC Corptax is a Diamond Sponsor of the ACT Annual Conference and presented on AI in tax operations.
- Constant Contact Government — Uses Constant Contact for member communications and outreach.
- Constant Contact Government — Uses Constant Contact for regular member communications.
- Constant Contact Partner — Uses Constant Contact for member communications and email distribution.
- Constant Contact Partner — Uses Constant Contact for regular email communications with members.
- Constant Contact Partner — Uses Constant Contact for regular member communications.
- DSTax, LLC Partner — DSTax, LLC led a breakout session at the ACT Annual Conference on selecting indirect tax solutions.
- Forte International Tax, LLC Partner — Forte International Tax, LLC is a Pearl Sponsor of the ACT Annual Conference and provides tax software and services to support global tax planning and compliance.
- Global Tax Management (GTM) Partner — Sponsored the ACT Annual Conference Networking Event held at the Gunter Hotel in San Antonio.
- Jaco Oil Company Partner — Partner organization posting job opportunities through the ACT Career Center.
- McCallum & Kudravetz, P.C. Partner — Partner organization posting job opportunities through the ACT Career Center.
- Mutual of Omaha Partner — Partner organization posting job opportunities through the ACT Career Center.
- PowerPlan, Inc. Partner — PowerPlan, Inc. is featured in ACT's webinar series and sponsored sessions at the Annual Conference.
- Reliance Matrix Partner — Partner organization posting job opportunities through the ACT Career Center.
- Thompson, Hughes & Trollinger, PLLC Partner — Partner organization posting job opportunities through the ACT Career Center.
- Thomson Reuters ONESOURCE Partner — Thomson Reuters ONESOURCE is an Emerald Sponsor of the ACT Annual Conference and provides AI-enabled tax solutions for global compliance and reporting.
- Wilmington Health Partner — Partner organization posting job opportunities through the ACT Career Center.
- YourMembership Partner — Uses YourMembership software to manage association operations and member services.
- insightsoftware Partner — Co-hosted a webinar on 2026 corporate tax trends with the Association for Computers and Taxation.
- insightsoftware Partner — Hosted the 2026 Corporate Tax Trends: Predictions vs Reality event in collaboration with ACT.
- insightsoftware Partner — insightsoftware is featured in ACT's webinar series and collaborates on educational programming.
strategies · 2
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.
- Member-Driven Peer Learning Modelmethodology: peer_driven_learningBy structuring education, conferences, and knowledge sharing around member input and peer exchange — rather than vendor-led or promotional content — the organization fosters more relevant, actionable learning because professionals trust and learn best from peers facing similar challenges.
- Technology Adoption Through Education and Neutralitymethodology: education_neutral_adoptionBy providing vendor-neutral, educational programming focused on problem-solving in tax technology, the organization increases effective technology adoption among members because learning is de-commercialized and grounded in real operational needs.