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Gaining a Competitive Advantage with IRS Programs: CAA and ITIN

GAINING A COMPETITIVE ADVANTAGE WITH IRS PROGRAMS: CAA AND ITIN

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 8, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaSpecialized Knowledge
Course LevelBasic
Course Description

This course is designed 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. The CAA 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 and acquire certification surrounding compliance and 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 and gain a competitive advantage compared to other preparers and professionals in the tax preparation industry.

Learning Objectives:


  • Recall how to become a Certified Acceptance Agent and develop a competitive advantage

  • Identify proper preparation of the W-7 and W-7 COA

  • Identify client service processes and managing expectations

  • Identify classifications and different categories of visas

  • Recall client follow up and state return preparation processes

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Sydney Smith, MBA CAA

Sirius Tax Group
President and Founder
[email protected]
(240) 224-1243

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Sydney R. Smith, MBA CAA is President and Founder of Sirius Tax Group. She is the Lead Tax Advisor and Tax Preparer for Sirius Tax Group as well as a Business Consultant and Startup Specialist.  With over 25 years of combined experience in the fields of management, business consultancy, tax advisory, and preparation, she launched the firm with a sincere desire to assist a diverse, international client base.  It is her cultural fluency with this client base that has made a natural in her role as Certified Acceptance Agent and being recognized as an expert in this field by her colleagues and clients.

Ms. Smith has worked in the field of tax advisory and tax preparation for almost 15 years, leveraging her background in consultancy and analytical skills giving her a competitive advantage, whether dealing with clients having simple or complex tax situations.  Her fluency and knowledge of cultural norms have served to earn her the title of "The ITIN Lady" in her field and serve her clients with ease.  Having obtained the 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 -- she has quickly developed a following of clients from around the globe.
 

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.