Institute for Professionals in Taxation
The professional community for state and local tax specialists, offering the education and the CMI and CCIP designations that mark mastery of property, sales, income, and credits and incentives work.
Financial profile
Institute for Professionals in Taxation · EIN 52-1396078 · 501(c)(3)
| Fiscal year | Total revenue | Contributions | Program services | Total expenses | Net assets | Year end |
|---|---|---|---|---|---|---|
| FY2023 | $4,786,764 | $308,500 | $4,343,954 | $4,220,643 | $10,549,497 | Dec 2023 |
| FY2022 | $4,118,072 | $267,500 | $3,760,618 | $3,588,853 | $9,983,376 | Dec 2022 |
| FY2021 | $4,110,232 | $459,810 | $2,857,891 | $2,826,336 | $9,454,157 | Dec 2021 |
| FY2020 | $3,080,944 | $352,198 | $2,421,691 | $2,014,920 | $8,170,261 | Dec 2020 |
| FY2019 | $3,901,401 | $257,202 | $3,400,383 | $3,824,962 | $7,104,237 | Dec 2019 |
| FY2018 | $4,021,988 | $177,553 | $3,489,799 | $3,549,108 | $7,027,798 | Dec 2018 |
Figures exactly as reported. A blank cell was blank on the form. The fiscal year links to the filing.
Peer societies
Five societies Institute for Professionals in Taxation is read alongside.
TEI
Tax Executives Institute
The professional association of in house corporate tax executives, giving the people who run tax inside…
83 companies named
FTA
Federation of Tax Administrators
The association of state tax agencies, coordinating the administrators who collect state revenue and running…
NAEA
National Association of Enrolled Agents
The professional association of enrolled agents, the federally licensed tax practitioners empowered to…
48 companies named
NSTP
National Society of Tax Professionals
A member society that equips independent tax practitioners with education, research support, and…
10 companies named
NATP
National Association of Tax Professionals
A large member community for working tax professionals that turns the lonely, high stakes craft of preparing…
20 companies named
Who backs IPIT
Every company Institute for Professionals in Taxation names publicly as a supporter, exactly as published. Companies also named by other associations on Sociogene come first.
| Company | Support as published | Also named by |
|---|---|---|
| BDOUSA | Corporate partner | AHLA A CCC GFOA GCP +3 |
| Dentons | Corporate partner | AAFA ACB AHLA CLI CA +3 |
| EY | Corporate partner | AAA A AFP ACC BAI +3 |
| GrantThornton | Corporate partner | A DRC GKCCC GPC MMAC +3 |
| JonesWalker | Corporate partner | AAPA ACB BRACB CDBA MBASC +3 |
| KPMG | Corporate partner | AAA ACS A AFP BAI +3 |
| Kroll | Corporate partner | ACB AHLA ASA IAA NABE +3 |
| PwC | Corporate partner | ACC AHLA A AFP BAI +3 |
| Ryan | Corporate partner | BRACB CREWN GKCCC HANYC NABE +3 |
| Vertex | Corporate partner | ASCA AACE AAHKS ADA ASTCT +3 |
| AlvarezMarsal | Corporate partner | ACC ACB IBA NABA NGA +1 |
| CSC | Exhibitor | ABI APWG DSCC IBA NAA +1 |
| ReedSmith | Corporate partner | ACB ANA NLBA TEI VCC |
| Avalara | Corporate partner | NCBFA NRF TEI WI |
| McCarterEnglish | Corporate partner | NABL NAWL NLADA NJCC |
| CitrinCooperman | Corporate partner | CNA CCC NVCC |
| ThompsonCoburn | Corporate partner | ACB NLBA TMA |
| Armanino | Corporate partner | CSCMP TMA |
| KeanMiller | Corporate partner | BRACB OALC |
| StevensLee | Corporate partner | ACB GRCA |
| ActSolv | Exhibitor | Only Institute for Professionals in Taxation, so far |
| Anybill | Corporate partner | Only Institute for Professionals in Taxation, so far |
| DeloitteTaxLLP | Corporate partner | Only Institute for Professionals in Taxation, so far |
| FarrellFritz | Corporate partner | Only Institute for Professionals in Taxation, so far |
| FirstPointeAdvisors | Corporate partner | Only Institute for Professionals in Taxation, so far |
| FuriaPropertyTax | Corporate partner | Only Institute for Professionals in Taxation, so far |
| Incentify | Exhibitor | Only Institute for Professionals in Taxation, so far |
| ITCTax | Corporate partner | Only Institute for Professionals in Taxation, so far |
| RyanLaw | Corporate partner | Only Institute for Professionals in Taxation, so far |
| SleggsDanzingerGill | Corporate partner | Only Institute for Professionals in Taxation, so far |
| SynexusTaxSolutions | Corporate partner | Only Institute for Professionals in Taxation, so far |
| TaxConnex | Corporate partner | Only Institute for Professionals in Taxation, so far |
| ThompsonTax | Corporate partner | Only Institute for Professionals in Taxation, so far |
Sources: 3 published lists, read September 2026
2026 50th Annual Conference Exhibitors. Read September 27, 2026. Annual Conference exhibitors only; the repeated Foundational Partner logo band is not counted here. Logos have no alt text; names read from image file names.
2026 Foundational Partners. Read September 27, 2026. Year-round Foundational Partner program. Logos have no alt text; names read from image file names.
2026 Strategic Partners. Read September 27, 2026. Discipline-specific Strategic Partners; the repeated Foundational Partner logo band on the page is not counted here. Logos have no alt text; names read from image file names.
Who backs Institute for Professionals in Taxation's peers, but not Institute for Professionals in Taxation
Companies named publicly by at least one of Institute for Professionals in Taxation's five peer societies, and not found in Institute for Professionals in Taxation's reviewed public records.
The outside view
The professional community for state and local tax specialists, offering the education and the CMI and CCIP designations that mark mastery of property, sales, income, and credits and incentives work.
- Consensus
- Preserve
- Inward
- Operational
Their shape
The Guild
Where mastery is the price of belonging.
The Guild is the keeper of a craft and its standards, where belonging means meeting a real bar. Its gift is depth and trusted expertise, its challenge is opening up to newcomers and new ways.
Also reads toward The Citadel and The Republic.
Strengths
Not an official page of Institute for Professionals in Taxation. Sociogene does not consult. Everything here comes from public sources, dated and linked. Something wrong here? Tell us what we missed.