At NARTL, we’re more than just an acronym; we’re a community of tax professionals dedicated to your growth and success. Our mission is to provide comprehensive support and resources to tax preparers across the United States. Whether you’re a seasoned tax expert or just starting in the field, NARTL is your trusted partner on the path to success.
At Nartl, we believe in the power of mentorship. As a member, you’ll have access to experienced mentors who can provide guidance, share industry knowledge, and help you navigate the complexities of the tax landscape.
Stay ahead in your career with exclusive access to workshops, seminars, and training sessions. Nartl is committed to providing continuous learning opportunities to enhance your skills and keep you informed about the latest developments in the tax industry
Kickstart your tax career with confidence.
In this session, you’ll learn everything you need to establish your tax preparation business — whether you’re starting fresh or transitioning from employment. We’ll cover:
Choosing the right entity: Sole prop, LLC, or S-Corp?
Registering for PTIN, EFIN, and state-level requirements
Understanding CTEC (for CA-based pros)
Must-have software and tech stack
Branding and setting up your first office or virtual workspace
How to price your services competitively
Your first 10 clients: where to find them, how to win them
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Make the law work for you.
We walk you through every regulatory and credentialing step with crystal clarity:
Federal vs State licensing: who needs what
How to become an Enrolled Agent (EA) and why it matters
Bank product compliance and refund transfer programs
Building client trust through due diligence & documentation
Understanding IRS Circular 230 responsibilities
Maintaining ethical records and audit-ready processes
Get leads. Build loyalty. Grow fast.
Getting clients is the #1 challenge for most tax professionals — and we tackle it head-on. This session will include:
Creating irresistible offers and free consultations
How to dominate locally using ZIP-code marketing
Leveraging online tools: SEO, social media, and lead magnets
Referral systems that actually work
Scripts for client conversations, closings, and follow-ups
Partnering with small businesses to create steady income streams
Think bigger. Build smarter. Serve deeper.
This final session is for those ready to move beyond solo-prep work and build a scalable, brand-driven business:
The power of delegation: hiring, training, and automation
Packaging new services: resolution, bookkeeping, business consulting
Libre licensing opportunities in multiple ZIP codes
How to generate recurring revenue streams
Planning your exit strategy or succession for long-term wealth
Becoming a local leader with community partnerships
At Nartl, we understand the importance of your investment in your career. As a member, you gain access to exclusive financial benefits, including discounts on industry events, professional development programs, and partner services. Maximize your savings while investing in your professional growth.
We recognize that every tax professional’s journey is unique. Our loan program offers flexible financing solutions to meet the diverse needs of our members. Whether you’re looking to expand your business, invest in new technology, or cover unexpected expenses, Nartl has you covered.
Being a part of Nartl opens doors to unique business opportunities. Connect with potential clients, partners, and collaborators within our extensive network. Nartl is not just an association; it’s a platform for expanding your business and taking it to new heights.
Your membership is an investment in knowledge. Gain insights from industry leaders, access cutting-edge research, and stay ahead of industry trends. The return on this investment is not just monetary; it’s the intellectual capital that propels you forward in your tax profession.