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Arizona Society of Practicing Accountants
CHANDLER, AZ · EIN 860319017 · Form 990 · FY2021 · Small ($100K-$1M) · www.aaatp.org
revenue
$146K
expenses
$156K
net assets
$232K
employees
0
volunteers
8
mission · from form 990

TO PROMOTE EDUCATION, TO KEEP OUR MEMBERS INFORMED ON CURRENT EVENTS IN TAXATION AND ACCOUNTING AS WELL AS PROTECT THE RIGHT TO PRACTICE FOR ALL ACCOUNTANTS.

profile · synthesized from sources

Professional association representing accounting and tax practitioners in Arizona. Advances member interests through continuing education, legislative advocacy, and networking opportunities. Focuses on preserving practice rights, promoting ethical standards, and improving service quality for tax and accounting professionals across the state.

named programs · 5 · from sources

what they call their work

Arizona Forum for the Improvement of Taxation (AFIT)
Member of AFIT coalition, collaborating with other professional groups and government liaisons to address tax filing, collection, and examination issues.
Continuing Professional Education (CPE) Seminars
Offers live and online seminars, including in-depth tax training, providing IRS-approved CPE credits; members receive discounted rates.
Legislative Lobbying and Monitoring
AAATP's Legislative Committee, with support from a lobbyist, monitors state legislation that may impact accounting and tax practitioners in Arizona and advocates on their behalf.
Local Chapters
Regional chapters provide monthly networking and CPE opportunities; currently offering online events while live meetings are suspended.
National Society of Accountants Affiliation
State affiliate of the National Society of Accountants (NSA), providing access to national tax research, credentialing (ACAT), and professional development resources.
activities · 5 groups

what they do

  • Legislative Monitoring & Reporting 6 activities
    • Advocate for Accounting Professionals in Arizona
      Monitors legislative processes at the Arizona Capitol to identify and respond to legislation that could negatively impact accounting practitioners in the state.
    • Legislative Monitoring and Advocacy
      Monitors legislative activity at the Arizona State Capitol to identify and respond to proposed legislation that may impact the practice of accounting professionals in the state.
    • Monitor Legislative Activity Affecting Accountants
      Monitors legislative processes at the Arizona Capitol to identify and respond to legislation that could pose a threat to accounting practitioners in the state.
    • Monitor Legislative Activity Affecting Accountants
      Monitors legislative processes at the Arizona Capitol to identify and track legislation that could pose a threat to accounting practitioners in the state.
    • Monitor Legislative Activity Affecting Accounting Professionals
      Monitors legislative processes at the Arizona Capitol to identify and respond to legislation that could pose a threat to accounting practitioners in the state.
    • Monitor Legislative Activity Affecting Accounting Professionals
      Monitors legislative processes at the Arizona Capitol to identify and respond to legislation that could pose a threat to accounting practitioners in the state.
  • Tax Professional Education & Training 5 activities
    • Continuing Professional Education (CPE) Programs
      Provides IRS-approved Continuing Professional Education (CPE) through live seminars across Arizona, including specialized courses such as "Business Tax in Depth" and "1040 Tax in Depth," each offering 16 hours of CPE credit. These programs are offered at reduced rates for members to enhance professional service quality.
    • Provide Continuing Professional Education (CPE) Seminars
      Hosts live seminars such as "Business Tax in Depth" and "1040 Tax in Depth" in various Arizona cities (e.g., Chandler, Phoenix, Tucson), offering 16 hours of IRS-approved Continuing Professional Education (CPE) to members and other accounting professionals.
    • Provide Continuing Professional Education (CPE) Seminars
      Hosts live seminars such as "Business Tax in Depth" and "1040 Tax in Depth" in various Arizona cities (e.g., Chandler, Phoenix, Tucson), offering 16 hours of IRS-approved Continuing Professional Education (CPE) to members and other accounting professionals.
    • Provide Continuing Professional Education (CPE) Seminars
      Hosts live seminars such as "Business Tax in Depth" and "1040 Tax in Depth" in various Arizona cities (e.g., Chandler, Phoenix, Tucson), offering 16 hours of IRS-approved Continuing Professional Education (CPE) to members and other accounting professionals.
    • Provide Continuing Professional Education (CPE) Seminars
      Hosts live seminars such as "Business Tax in Depth" and "1040 Tax in Depth" in various Arizona cities (e.g., Chandler, Phoenix, Tucson), providing 16 hours of IRS approved Continuing Professional Education (CPE) to members and other accounting professionals.
  • Professional Association Conferences & Events 5 activities
    • Facilitate Member Networking and Education through Chapter Meetings
      Hosts monthly live chapter meetings to provide continuing professional education (CPE) and networking opportunities for members, with specific meetings held between September 2023 and January 2024.
    • Facilitate Member Networking and Education through Chapter Meetings
      Organizes monthly live chapter meetings to provide continuing professional education (CPE) and networking opportunities for its members.
    • Facilitate Member Networking and Education through Chapter Meetings
      Organizes monthly live chapter meetings to provide continuing professional education (CPE) and networking opportunities for its members, with specific meetings hosted between September 2023 and January 2024.
    • Facilitate Member Networking and Education through Chapter Meetings
      Organizes monthly live chapter meetings to provide continuing professional education (CPE) and networking opportunities for its members, with specific meetings hosted between September 2023 and January 2024.
    • Local Chapter Meetings and Networking Events
      Hosts monthly chapter meetings and live events across Arizona, including scheduled meetings between September 2023 and January 2024, to provide professional networking opportunities and educational content for members.
  • Professional Development & Certification Programs 5 activities
    • Host Trade Shows for Accounting Professionals
      Organizes trade shows during seminars, enabling attendees to explore and interact with software, supplies, and services relevant to the accounting profession through hands-on demonstrations.
    • Host Trade Shows for Accounting Professionals
      Organizes trade shows during seminars, allowing attendees to explore and interact with software, supplies, and services relevant to the accounting profession through hands-on demonstrations.
    • Host Trade Shows for Accounting Professionals
      Organizes trade shows during seminars, providing attendees with opportunities to explore and interact with software, supplies, and services relevant to the accounting profession through hands-on demonstrations.
    • Host Trade Shows for Accounting Professionals
      Organizes trade shows during seminars, offering attendees opportunities to explore and interact with software, supplies, and services relevant to the accounting profession through hands-on demonstrations.
    • Professional Trade Shows and Exhibitions
      Organizes trade shows during professional seminars that allow accounting practitioners to engage with vendors and explore software, supplies, and services through hands-on demonstrations.
  • Professional Accreditation & Certification Maintenance 1 activity
    • Member Continuing Education Requirement Enforcement
      Enforces a membership requirement that active members complete 80 hours of continuing education every two years to maintain good standing within the organization.
financials · form 990 · fy2021
revenue
Total revenue$146K
Contributions & grants$00%
Program service revenue$146K100%
Investment income$350%
Other revenue$0
expenses
Total expenses$156K
Program expenses—
Admin / overhead—
Fundraising—
Salaries & benefits$3K
Grants paid out$0
Largest expense lineProfessional Fees
balance sheet
Total assets$234K
Cash$233K
Investments$0
Liabilities$2K
Net assets$232K
Liquid reserves17.9 mo
4 years on record · 2018–2021 · YoY revenue -22.4%
leadership · form 990 part vii · fy2021

who runs it

paid leadership · 1
NameTitleHours/wkCompensation
LEANNA GRIFFIN SECRETARY/TREASURER 2 $1K
board members · 7
  • BOB DEKEN — DIRECTOR
  • CHANNIKA DANIELS — VICE PRESIDENT
  • HERB ANDERSON — PRESIDENT
  • JEREMY REED — PAST PRESIDENT
  • JOANNE ELISON — PAST PRESIDENT THRU 06/2021
  • LEE MAROON — DIRECTOR
  • NANCY WEINSTEIN — DIRECTOR
relationships · 9

who they work with

  • Arizona Bar Coalition — Member of the Arizona Forum for the Improvement of Taxation (AFIT) coalition.
  • Arizona Department of Revenue Government — Liaison to the Arizona Forum for the Improvement of Taxation (AFIT) coalition.
  • Arizona Forum for the Improvement of Taxation (AFIT) Coalition — Member of AFIT, a coalition that sponsors educational programs and discusses tax-related issues.
  • Arizona Society of Certified Public Accountants Coalition — Member of the Arizona Forum for the Improvement of Taxation (AFIT) coalition.
  • Arizona Society of Enrolled Agents Coalition — Member of the Arizona Forum for the Improvement of Taxation (AFIT) coalition.
  • City of Phoenix Government — Liaison to the Arizona Forum for the Improvement of Taxation (AFIT) coalition.
  • David Freeland Government — Executive Director of AAATP, responsible for membership inquiries and applications
  • Internal Revenue Service Government — Liaison to the Arizona Forum for the Improvement of Taxation (AFIT) coalition.
  • National Society of Accountants (NSA) Network — State affiliate of the National Society of Accountants.