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Middle mammoth
Self-Study CPE
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Caaanditin siriustaxgroup


Cost Free
CPE Credits 1.0 hour
Subject Area Specialized Knowledge
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

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.

Learning Objectives

  • 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 Smith, MBA CAA

Sirius Tax Group
President and Founder
(301) 500-5161

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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.

Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

NASBA Approved (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Sirius Tax Group is a full-service firm serving the metropolitan Washington DC area, based in Montgomery County, MD. From any tax advisory and preparation needs you might have to tax planning for your upcoming goals and dreams, Sirius Tax Group is here for you or your business. We specialize in ITIN Services.  Our clients are from around the world and whatever type of Visa you possess or your immigration status, we're here to assist you. Sirius Tax Group is also authorized to apply for EINs for individuals and entities that need to comply with their U.S. business tax obligations. With over 25 years of business strategy, consulting and startup advice, Sirius Tax Group provides robust business solutions for small businesses and entrepreneurial startups as well as high level business and marketing plans.