irs program accomplishments · form 990 part iii · fy2023
What they reported doing
- #1 primary $73KPROVIDED A MEANS FOR MEMBERS TO DEVELOP AND MAINTAIN SKILLS NECESSARY TO BESUCCESSFUL IN THE COMPETITIVE BUSINESS ENVIRONMENT
- #2 $2KADVOCATED ISSUES AND MATTERS WHICH AFFECT OUR MEMBERS AND MONITORED, ANTICIPATED ANDRESPONDED TO CHANGES IN THE PROFESSION
named programs · 4 · from sources
What they call their work
MAP on Monday Blog
Weekly blog series offering practical guidance on practice management, stress management, succession planning, and professional boundaries for CPA firm owners
National Advocacy and Tax Policy Committee
Committee that monitors, responds to, and advocates on regulatory and legislative issues affecting CPA practitioners at the federal level
State and Local Chapter Network
Operates regional chapters including Nassau/Suffolk, Florida, Texas, and Westchester/Rockland to support local engagement and leadership development
Tax Update Series
Regular updates summarizing IRS developments and policy changes, based on participation in IRS National Public Liaison meetings
activities · 5 groups
What they do
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Professional Education and Certification for Financial and Estate Planners 3 activities
- Hosting national tax and accounting forums and symposiaOrganizes and hosts annual events such as the Accounting & Tax Symposium (ATS) and the 2026 Nationwide Tax Forums to support continuing education, IRS dialogue, and peer networking for tax professionals.
- Leadership development and capacity building for CPA firm ownersHosts webinars and committee meetings through the National MAP Committee and other forums to share best practices, succession planning guidance, and practice management tips for small CPA firm owners.
- Provision of continuing professional education (CPE) programsPlans, delivers, and hosts continuing professional education (CPE) courses, webinars, and in-person events for member CPAs, including over 1,200 CPE courses on topics such as SSARS standards, tax updates, and accounting practices, offered through local chapters and national events.
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Local High School Scholarship Programs 1 activity
- Administration of college scholarships for members' familiesOffers college scholarships to family members of members who are studying accounting.
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Industry Advocacy and Regulatory Engagement 1 activity
- Advocacy for small CPA firms and their clientsEngages in advocacy at the state and federal levels on issues affecting small CPA firms and their middle-income and small business clients, including testifying before U.S. Congressional Committees, participating in Senate roundtables, and providing feedback to the IRS through liaison meetings and webcasts.
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Organizational Newsletter Production and Distribution 1 activity
- Dissemination of tax and professional updates to membersDelivers daily or weekly email updates from Tax and Issues Committees and hosts regular webinars to keep members informed on current tax, accounting, and practice management topics.
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Uncategorized 1 activity
- Publication of research and professional articlesAuthors and publishes articles in professional journals such as The CPA Journal, California CPA, and Florida CPA Today on business, tax, and accounting topics.
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financials · form 990 · fy2023
revenue
Total revenue$196K
Contributions & grants$187K96%
Program service revenue$6K3%
Investment income$2K1%
Other revenue$0
expenses
Total expenses$247K
Program expenses96%
Admin / overhead4%
Fundraising0%
Salaries & benefits$76K
Grants paid out$0
Largest expense lineFacilities
balance sheet
Total assets$247K
Cash$133K
Investments$0
Liabilities$80K
Net assets$167K
Liquid reserves6.5 mo
6 years on record · 2018–2023 · YoY revenue -2.2%
leadership · form 990 part vii · fy2023
Who runs it
board members · 7
- IRENE WACHSLER — DIRECTOR
- JOSEPH CALAMIA II — DIRECTOR
- MICHAEL HYMES — DIRECTOR
- MICHAEL SEIDENBERG — DIRECTOR
- ROBERT BROWN — DIRECTOR
- SANDRA JOHNSON — DIRECTOR
- VARUN KATHAIT — DIRECTOR
relationships · 26
Who they work with
- AICPA Partner — Participates on the AICPA Advisory Council to contribute to national accounting profession initiatives.
- American Institute of Certified Public Accountants Partner — Collaborates on the development and delivery of continuing professional education related to SSARSs and participates in joint standard-setting and educational initiatives.
- Congress Government — Provides testimony and input to Congress on tax policy issues affecting small CPA firms and their clients.
- House of Representatives Judiciary Committee Government — Provided assistance on drafting testimony for the House Judiciary Committee.
- House of Representatives Small Business Committee Government — Provided assistance on drafting testimony for the House Small Business Committee.
- IRS Government — Engages in advocacy and liaison meetings with IRS representatives.
- IRS Advisory Council Government — Holds representation on the IRS Advisory Council (IRSAC) to influence IRS policy and operations.
- IRS Taxpayer Advocacy Panel Government — Collaborates with the IRS through the Taxpayer Advocacy Panel to improve taxpayer notices and correspondence.
- Internal Revenue Service Government — Collaborates with the IRS on practitioner outreach, tax forum coordination, and CAF modernization efforts.
- Internal Revenue Service Government — Engages in regular liaison meetings with the IRS through its Tax Committee Chair and other representatives.
- Internal Revenue Service Government — Monitors and responds to IRS updates and communications affecting CPA practitioners, including participation in National Public Liaison meetings.
- Internal Revenue Service Government — Participated in IRS-run webcast and Taxpayer Advocacy Panel to support tax administration improvements.
- Internal Revenue Service Government — Participates in monthly meetings with the IRS National Public Liaison Office and provides practitioner feedback on regulations and legislation.
- Intuit Partner — Participates on the Intuit Advisory Council to provide input on tax preparation software and related tools for practitioners.
- Nassau/Suffolk Chapter Network — Local chapter that organizes the annual Accounting & Tax Symposium on behalf of NCCPAP.
- National MAP Committee Network — Collaborates with the National Conference of CPA Practitioners to deliver webinars and resources on succession planning.
- National MAP Committee Network — Collaborates with the National MAP Committee to deliver webinars and resources for CPA firm owners.
- National MAP Committee Network — Collaborates with the National MAP Committee to deliver webinars on practice management for CPA firms
- National MAP Committee Network — Hosts and promotes webinars for CPAs as part of ongoing professional support.
- National MAP Committee Network — Hosts webinars and shares resources for small CPA firm owners.
- New Jersey Society of CPAs Partner — Collaborates on accounting and auditing standards education and leadership, with shared committee roles and educational programming.
- New York State Society of CPAs Partner — Collaborates on continuing professional education and leadership initiatives, with shared leadership roles and committee participation.
- United States Senate Committee on Finance Government — Provided assistance on drafting testimony for the Senate Committee on Finance.
- United States Senate Committee on Health Education, Labor & Pensions Government — Discussed tax issues with key support personnel of the Senate HELP Committee.
- Zoom Partner — Uses Zoom for virtual meetings during its quarterly conference.
- local chapters Network — Local chapters deliver CPE courses and support member engagement.
strategies · 5
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.
- Frontline-Informed Advocacymethodology: practitioner_informed_advocacyBy grounding advocacy in the practical experiences of small-firm CPAs, the organization achieves more credible and impactful influence on tax policy and regulatory processes because lived experience strengthens the relevance and legitimacy of recommendations.
- Peer-Supported Professional Communitymethodology: peer_community_networkingBy fostering a collaborative, non-hierarchical network of CPA practitioners, the organization increases professional resilience and knowledge sharing because peer learning and mutual support reduce isolation and improve practice sustainability.
- Practitioner-Led Education and Advocacymethodology: practitioner_informed_programmingBy leveraging the frontline experience and peer networks of practicing CPAs in small firms, the organization produces relevant continuing education and informed policy advocacy because real-world practice insights lead to more effective learning and credible influence.
- Proactive Succession and Transition Planningmethodology: proactive_succession_planningBy encouraging clear visioning, documentation, and structured planning, the organization enables more intentional and financially sound transitions in small CPA firms because preparedness increases firm value and ensures continuity during expected or unexpected disruptions.
- Sustainable Practice Through Boundary Settingmethodology: boundary_setting_for_wellbeingBy promoting personal and professional boundary setting, intentional disconnection, and realistic expectations, the organization supports long-term practice sustainability because protecting well-being reduces burnout and preserves work quality during high-pressure cycles.