NARTL Organization

nartl

Welcome to NARTL-

National Association of Registered Tax Leaders

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.

Mentorship Opportunities

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With Our Experts

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.

Professional Development

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elevate your career

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

Why Join Nartl?

most extensive community of tax professionals.

Trust

Focus

Integrity

Excellence

Consistency

Team work

Advocacy and Representation

NARTL advocates for the interests of retail tax professionals on a national level. By joining us, you contribute to a collective voice that shapes policies and regulations affecting our industry.

*Seats Available: 25 (Limited Availability – Apply Early)

TaxCraft 2025 — Chicago

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

 

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

We Are Always Focused On

Growth​ Of Clients

Investment

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.

Flexible Financing Solutions

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.

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Business Advice

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.

Investment in Knowledge

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.

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