National Association of Tax Professionals

What National Association of Tax Professionals does

The National Association of Tax Professionals (NATP) is a nonprofit professional association founded in 1979 and headquartered in Appleton, Wisconsin, serving more than 23,000 tax practitioners across the United States. Its core function is to provide continuing professional education, proprietary credentials, peer community, and advocacy on behalf of Enrolled Agents, CPAs, tax attorneys, and Annual Filing Season Program participants whose practices collectively serve approximately 10 million clients annually. The organization is an IRS-approved continuing education provider and is registered with NASBA, CTEC, and the CFP Board, allowing it to report CPE credits directly to the relevant oversight bodies.

NATP's product surface is anchored on a three-tier annual membership ($150 Basic, $274 Professional, $824 Premium) that progressively unlocks 6+ to 200+ CPE credits, access to a 150+ course library, the TAXPRO Weekly newsletter and TAXPRO Magazine, and bundled research tools including Blue J's generative-AI tax research and TheTaxBook WebLibrary Plus. Its technology stack runs on HubSpot for CRM, marketing automation, and learning management; Stripe and Worldpay for payment processing; Pheedloop for in-person event management; and Zoom for webinars and virtual events. The association also operates the Find a Tax Pro public directory as a lead-generation channel for members and offers six proprietary credentials (ATPR, AATPR, AITP, AAITP, ABTP, AABTP), with an Advanced Accredited Individual Tax Preparer (AAITP) credential announced for 2026.

Revenue is generated primarily through recurring membership dues, paid education and event registrations (Taxposium, regional Tax Forums in Minneapolis, Philadelphia, and Las Vegas, TaxCon, Tax Season Updates, AFTR workshops), and ancillary streams including classified advertising and a partner perks program with roughly 20 vendors. Distribution is multi-channel: self-serve website sign-up, phone-based inside sales, in-person and virtual events, a Member Get a Member referral program with tiered cash and gift-card incentives, and earned media coverage in outlets such as the New York Times, Wall Street Journal, and CNBC.

Name

National Association of Tax Professionals

Legal name

National Association of Tax Professionals INC

Website

https://natptax.com

Company type

Private

Founded year

1979

Operating status

Operating

Headcount range

101–250 employees

Short description

NATP is a nonprofit professional association serving more than 23,000 U.S. tax practitioners with tiered annual memberships, IRS-approved continuing education, proprietary credentials, AI-assisted tax research tools, annual events, and advocacy representation before the IRS and Congress.

Ownership category

akta.pro rank

Product category

Professional Association Services

NAICS

Business Associations (813910), Business, Professional, Labor, Political, and Similar Organizations (8139), Religious, Grantmaking, Civic, Professional, and Similar Organizations (813)

SIC

Services-Membership Organizations (8600), Services-Educational Services (8200)

akta.pro primary industry

Tax Return Filing, Processing & Assessment (BPAIADAC)

akta.pro secondary industries

Revenue Systems, E-Filing & Digital Tax Administration (BPAIADAO), Tax Policy, Legislation & Rulings (BPAIADAA), Payroll & Employment Tax Services (BPAHABAD)

Keywords

• Tax professional education
• Continuing professional education
• Tax credentials certification
• Tax research tools
• Professional membership association

Headquarters

HQ city

Appleton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Membership Dues: Annual membership fees at three tiers: Basic ($150), Professional ($274), and Premium ($824). Basic includes $25 application fee. Membership provides access to education, credentials, research tools, publications, and member benefits. Auto-renewal available with 30-day cancellation notice required.
2. Education and Events: Revenue from in-person workshops (Tax Season Updates, AFTR Workshops, Taxposium, Tax Forums), online courses (live webinars, on-demand, self-study, workshops), and virtual events (TaxCon, Virtual Tax Season Updates). Members receive 5-25% education discounts depending on tier.
3. Classified Advertising: Revenue from classified ads for hiring, job seeking, tax practice sales, and practice wanted listings. Ads posted for 30 days with member pricing available.
4. Referral Program Incentives: While the referral program rewards existing members, it indirectly drives new membership revenue through the Member Get a Member challenge with tiered gift card rewards.

Pricing tiers

Go-to-market motion3 records

Distribution channels5 records

Marketing channels9 records

Core offering

National Association of Tax Professionals (NATP) is the largest nonprofit professional association serving tax professionals in the United States, founded in 1979. It offers tiered annual memberships (Basic $150, Professional $274, Premium $824) that bundle continuing professional education (CPE), proprietary credential programs, tax law research tools, peer community access, and advocacy representation. The organization also produces publications, hosts conferences and workshops, and operates the Find a Tax Pro public directory connecting members with prospective clients.

Product overview

NATP operates as a membership-based professional association offering a tiered membership structure (Basic, Professional, Premium) that provides tax education, credentials, publications, and community resources. The portfolio includes professional credentials (EA exam prep, AFSP, AAITP), publications (TAXPRO Magazine, TAXPRO Weekly), research tools (Blue J AI tax research, TheTaxBook WebLibrary), professional directory (Find a Tax Pro), annual events (Taxposium, Tax Forums, Tax Season Update), and an annual Fee Study report. The three-tier system progressively unlocks access to CPE credits, course libraries, AI-powered research tools, and publications.

Differentiator

Problem solved

Functional benefit

Products and services

• Professional Membership - Basic Tier
• Professional Membership - Professional Tier
• Professional Membership - Premium Tier
• TAXPRO Magazine
• TAXPRO Weekly
• Blue J AI Tax Research
• TheTaxBook WebLibrary Plus
• Find a Tax Pro Directory
• Annual Filing Season Program (AFSP)
• Enrolled Agent (EA) Exam Preparation
• Taxposium
• NATP Tax Forums
• Tax Season Update
• NATP Annual Fee Study
• Advanced Accredited Individual Tax Preparer (AAITP) Credential

Quantifiable outcome

• Members serve 10 million+ clients annually with tax preparation and planning services
• +2 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration25 records

AI capability3 records

Feature4 records

Partnerships

15 partnerships are on record, tiered core and minor.

• Blue JcoreTechnology or IntegrationBlue J provides generative AI-powered tax research and analysis tools as a member benefit. Professional members receive 7 days access; Blue J helps tax professionals research complex tax questions using advanced AI technology.
• TheTaxBookcoreTechnology or IntegrationTheTaxBook WebLibrary Plus provides online tax research tool and reference materials as a Premium member benefit. Non-refundable as part of membership.
• GleimcoreTechnology or IntegrationGleim provides EA (Enrolled Agent) exam study materials including digital books, test bank questions, and exam simulation. Available to members through their dashboard.
• ADPminorOthersADP offers payroll and HR solutions to tax professionals with partner discounts available through NATP member perks program.
• CPAChargeminorOthersCPACharge provides secure online payment processing for tax and accounting professionals as a member benefit partner.
• HubSpotcoreTechnology or IntegrationHubSpot serves as NATP's CRM, marketing automation, email delivery, and learning management system (HubLMS) provider. Processes member data to deliver educational content, track learning progress, and manage communications.
• IRScoreStrategic or Co-development PartnerNATP works with the IRS on preparer regulation, PTIN oversight, AFSP program, CPE credit reporting, and advocacy. Serves as approved IRS provider for CPE and Annual Filing Season Program. IRS liaison (Larry Gray) represents tax preparers in national policy discussions.
• NASBAcoreStrategic or Co-development PartnerNATP is registered with National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Reports CPE to NASBA for CPAs.
• CTEC (California Tax Education Council)coreStrategic or Co-development PartnerNATP is a CTEC-approved provider that reports eligible CPE credits electronically to CTEC for registered tax preparers.
• CFP BoardcoreStrategic or Co-development PartnerNATP reports CPE credits to CFP Board for CFP professionals who provide their CFP Board ID. Not all courses or delivery methods are eligible for CFP credit.
• ZoomcoreTechnology or IntegrationZoom serves as NATP's event hosting platform for live and virtual events, webinars, and online education delivery.
• PheedloopcoreTechnology or IntegrationPheedloop provides event management platform for in-person events including registration, check-in, attendee engagement, and event logistics.
• StripecoreTechnology or IntegrationStripe handles payment processing for membership dues, event registration, education courses, and other transactions. NATP does not store payment card details.
• eHealthminorOtherseHealth provides health insurance and Medicare supplement solutions for tax professionals and their clients through member perks program.
• InterWest Insurance ServicesminorOthersInterWest provides professional liability insurance and E&O coverage for tax preparers and accounting firms through member perks.

Scale indicators8 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• National Society of Accountants (NSA): U.S. association serving accountants and tax practitioners with CPE, advocacy, and member benefits. Comparable membership model and serves a similar SMB tax professional base as NATP.
• American Institute of Certified Public Accountants (AICPA): Largest U.S. association for CPAs, with a substantial tax-focused member base and overlapping CPE/credential offerings (e.g., PFS). Directly competes with NATP for the CPA and tax-practitioner audience, especially at the higher-end of the market.
• National Association of Enrolled Agents (NAEA): National membership association specifically serving Enrolled Agents. Direct competitor for NATP's EA segment, with overlapping credentialing, advocacy, and CPE offerings for the same practitioner base.
• CPA Academy: Online CPE provider focused on tax and accounting professionals with live and self-study courses. Competes head-on with NATP's online course library and CPE-only offerings for non-members.
• Surgent Accounting & Tax Education: CPE and exam prep provider for CPAs, EAs, and tax professionals; offers adaptive self-study courses. Overlaps directly with NATP's education/CPE business and competes on course quality and pricing.
• Western CPE: Self-study CPE provider for tax and accounting professionals with broad NASBA-approved catalogs. Competes with NATP on CPE breadth, pricing, and self-paced delivery to tax practitioners.
• National Tax Training School (NTTS): Long-standing tax education and credentialing school for tax preparers. Directly comparable continuing-education + credentialing model that targets many of the same SMB tax practitioners as NATP.

Emerging players

• Becker Professional Education: Major exam prep and CPE provider for CPAs, EAs, and CMA candidates. Overlaps with NATP's EA exam prep (currently via Gleim partnership) and broader CPE delivery, but is better known for candidate prep than ongoing member education.

Broad incumbents

• Thomson Reuters (Tax & Accounting / Checkpoint): Large incumbent offering tax research software, CPE, and content to accounting and tax firms. Competes with NATP/TheTaxBook research products and broadens large-firm tax professional education.
• Wolters Kluwer Tax & Accounting (CCH): Global provider of tax research, compliance software, and continuing education for tax professionals. A NATP partner offering member discounts but also competes as a broader incumbent for tax practitioner mindshare and research budgets.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/302111635698
• Xx.com/natptax
• LinkedInlinkedin.com/company/national-association-of-tax-professionals

Compliance5 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles16 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about National Association of Tax Professionals