This course is offered to give the participant an overview of the Certified Acceptance Agent (CAA) and the Individual Taxpayer Identification Number (ITIN) program of the Internal Revenue Service. This is a designation given to select individuals and firms in conjunction with rigorous studies designed by the U.S. Department of Homeland Security. CAAs undergo thorough background checks as well as acquire certification surrounding compliance as well as possible fraud detection as it relates to examining visas, passports and other international documentation.
Participants will learn how to incorporate this integral offering into their suite of tax products and services offered and gain a competitive advantage compared to other preparers and professionals in the tax preparation industry.
How to become a Certified Acceptance Agent and develop a competitive advantage.
Proper preparation of the W-7 and W-7 COA.
Client Service Process and Managing Expectations.
Classifications and Categories of Visas.
Client Follow Up and State Return Preparation.
Sydney R. Smith, MBA CAA is President and Founder of Sirius Tax Group. She is the Lead Tax Advisor as well as a Business Strategist, Consultant and Startup Specialist. With over 25 years of combined experience in the fields of management, business consultancy and tax preparation, she launched the firm with a sincere desire to assist a diverse client base, particularly with interests in Small Business, Entrepreneurship and International Business.
Sydney has worked in the field of tax preparation for seven years, with her background in consultancy making her a natural in not only dealing with the quantitative aspects of the field, but in advising her clients in their best interest, incorporating life changes and the simplicity or complexity of their tax situation. Having obtained the select and prestigious credential of Certified Acceptance Agent in 2013 -- a credential given by the IRS in conjunction with rigorous forensic studies outlined by the Department of Homeland Security – Sydney quickly developed a following of clients from around the globe in obtaining their Individual Taxpayer Identification Numbers (ITINs), resulting in the nickname, "The ITIN Lady." It is also this affinity to help clients that has made her a natural in her capacity as a business and marketing advisor, with an eye on Small Business, Entrepreneurship and Women-Owned Businesses.