The National Alliance of Tax Business Owners is a nonprofit business league representing progressive independent tax business owners throughout the United States of America and elsewhere. NATBO was organized in 2003 by Chuck McCabe, a nationally recognized income tax preparation industry leader, and founder of Peoples Income Tax, Inc, of Richmond, Virginia. NATBO exists for the purpose of furthering the interests and supporting the needs of owners of independent businesses engaged in income tax preparation and related products and services as their core business.

National Alliance of Tax Business Owners

Vision: To be “The Voice of Independent Tax Business Owners”

Mission: To help enable NATBO Regular Members to be world-class providers of professional income tax preparation and related services and products delivered with consistent quality and value and, thereby, ensure the long-term growth and profitability of their independent tax businesses.

Shared Values:

• Respect for People: We respect all people regardless of age, sex, race, religion, color, handicap or national origin; and we strive to consistently do a superior job of satisfying the needs of everyone who places his or her trust in us.

• Professional Conduct: We will always act legally, morally and professionally within in the best interests of our clients, without regard to our personal or business interests. We will employ ethical business practices in all dealings with our employees, suppliers and business associates.

• Integrity: We are honest and fair at all times and honor all commitments. Integrity will always take precedence over personal or corporate profit in making any decision.

• Education to Grow and Learn: We are committed to annually update our professional skills and encourage our employees and agents to do the same.

• Excellence: We excel in meeting the needs of our clients, employees, stockholders, and communities, while treating all with courtesy, respect, honesty, and fairness.

• Quality: We take pride in the accuracy, thoroughness, and quality of our work.

• Image: Our associates, offices and literature will always project a clean, neat and orderly image.

• Innovation: We embrace change and innovative thinking, and suggestions for better methods.

• Communication: We communicate openly and share information and best practices with fellow NATBO members to foster trust and efficiency. Decisions are made objectively with input from all.

• Teamwork: We work together for the success of NATBO, our organizations and our mutual benefit.

• Community Service: Our business goals will be pursued in congruity with social goals, and we strive to contribute to the communities in which we operate.

• Confidentiality: We will maintain the confidentiality of our clients’ personal and financial information in accordance with IRS Code Section 7216, and we will keep confidential any proprietary information shared in confidence by our fellow NATBO members.

See NATBO Board