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The IRS is actively recruiting Certifying Acceptance Agents (CAA). The goal is to increase the availability of individual ITIN services nationwide, particularly in communities with high ITIN usage. A Certifying Acceptance Agent is a person or an entity (business or organization) who is authorized to assist individuals and other foreign persons who do not qualify for a Social Security Number but who still need a Taxpayer Identification Number (TIN) to file a Form 1040 and other tax schedules. The Certifying Acceptance Agent facilitates the application process by reviewing the necessary documents, authenticating the identity when able and forwarding the completed forms to IRS. This webinar will discuss how to become a CAA.
Learning Objectives:
- Understand the difference between an Acceptance Agent and a Certifying Acceptance Agent
- Learn how to apply to become a Certifying Acceptance Agent
- Understand the new forensic document training requirements
- Define the role of a Certifying Acceptance Agent
elizabeth batton (Dab Hand)
"This was a very well done presentation and I am so glad I found it. I am working on the process of being a CAA and this helped so much. Antonio is a great speaker and took time to answer questions as well as keeping on topic and moving forward. I look forward to other classes from Latino Tax Pros."
Rosa Perrien (Carr, Riggs & Ingram, LLC)
"I really enjoyed this webinar, I learned a lot. I am not sure to consider the CAA certification, but it is good to know that it is available. Webinar very well presented. Great information and stats included. Thank you."
Sarah Cerda (Tyler Bookkeeping and Tax Pros)
"Antonio Martinez, EA presented a fantastic presentation of information and resources designed to help tax professional gain skills and experience to better serve their clients."
laura gloor (bagby johnson & associates)
"the speaker is amazing. you feel like he's talking in a room with you. he is clear, happy and knowledgeable. His answers are direct and to the point. he's one of the best!"
arthur house (jackson hewitt)
"The presenter was excellent. He gave the information in a manner that was very understandable. I learned a lot of new information and how to get more."
janice portee (RJ TAX 2895)
"This was a awesome webinar. I did not know this info about undocumented people. I will be applying for the CEA status to get more clients."
Sharon harper (Sharon Harper, EA)
"I enjoyed the presentation by Antonio Martinez, EA , seeing that this is the first time hearing about this."
Jesus Diaz De Leon (DM Tax Services, LLC)
"Antonio always has great presentations in topics that are hard to find anywhere else."
Antonio Martinez, EA
Latino Tax Professionals Association
VP Business Development
antonio.martinez@latinotaxpro.org
831-214-4218
Antonio Martinez is the VP of Business Development for LTPA. In 2004 Tony earned a full-ride scholarship to the University of California, Berkeley. Tony majored in Engineering and was involved in various leadership and volunteer roles. Upon graduation, Tony joined the LTPA with a goal of building a national brand. As VP of Business Development, Tony has led the exponential growth of the organization and organized various events throughout the country. In 2014 Antonio became an Enrolled Agent with the goal of representing Spanish-speaking tax preparers before the IRS.
About Our Presenter
About Latino Tax Pro: Our mission is to provide knowledge, professionalism, and community to those who serve the Latino taxpayer. Our goal is to help you grow your practice and increase your profits by attracting more Latino clients. Our vision is to provide the best tax preparation training available in English and Spanish.
LTP is the only tax & bookkeeping training in English y en Español. Our Courses are designed for those tax professionals who serve Spanish speaking clients and need Spanish speaking tax preparers. We use a unique interactive e-book and online training system.
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