Certifying Acceptance Agent (CAA)

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  • MariaR08
    Senior Member
    • Dec 2008
    • 124
    #1

    Certifying Acceptance Agent (CAA)

    So I just got approved and received my agreement and so forth as an ITIN Certifying Acceptance Agent... anybody out there also a CAA?

    Let's exchange contact info for questions/advice, etc.

    P.S. If anybody is on a BlackBerry, we can exchange BBM Pin's and form a BlackBerry BBM group.

    ~Maria
    Last edited by MariaR08; 11-19-2010, 06:43 PM.
    Maria R., CRTP
    Los Angeles, CA
    Software Used: ProSeries since 2008
    Tags: None
    • appelman
      Senior Member
      • Jan 2010
      • 1195
      #2
      I've been a CAA for a number of years.

      Feel free to e-mail me with any questions or concerns you might have.
      evanapp@igc.org
      Evan Appelman, EA

        Comment

        • AZ-Tax
          Senior Member
          • Feb 2008
          • 2604
          #3
          I am curious, what is a CAA?

          How does it related to the tax preparation business and/or financial services in whole?

            Comment

            • Uncle Sam
              Senior Member
              • Jul 2006
              • 1461
              #4
              Caa

              To my knowledge, the only function a Certifying Acceptance Agent provides is similar to a Notary Public, whereby a CAA examines documents for approval by the Federal Government's Immigrant Naturalization Services to certify that a person is legal, has provided accurate application information to become a citizen, the application is complete, etc.

              I'm sure there are other services - but don't know what they are.
              Uncle Sam, CPA, EA. ARA, NTPI Fellow

                Comment

                • MariaR08
                  Senior Member
                  • Dec 2008
                  • 124
                  #5
                  Originally posted by AZ-Tax
                  How does it related to the tax preparation business and/or financial services in whole?
                  I should of been more clear, it's an ITIN Certifying Acceptance Agent. Basically, I facilitate and expedite processing of W-7 applications for clients to receive their ITIN to process their tax returns.

                  It's either the case where the individual taxpayer needs the ITIN to report income/pay taxes or they are claiming a dependent who needs an ITIN to be claimed.

                  ~Maria
                  Maria R., CRTP
                  Los Angeles, CA
                  Software Used: ProSeries since 2008

                    Comment

                    • NRA Girl
                      Junior Member
                      • Feb 2011
                      • 10
                      #6
                      Caa

                      Hello,
                      I have been a CAA for 9 years. If you need help email me at valorees_vault@yahoo.com.

                      Hope you have a great tax season!
                      Valoree

                        Comment

                        • MariaR08
                          Senior Member
                          • Dec 2008
                          • 124
                          #7
                          Originally posted by NRA Girl
                          Hello,
                          I have been a CAA for 9 years. If you need help email me at valorees_vault@yahoo.com.

                          Hope you have a great tax season!
                          Valoree
                          Hi Valoree! Great, thanks for your info! I'm sure I'll be contacting you soon since I have my first applicant interview appt next week.

                          P.S. I'm going to email you in a bit just to say Hi and that way you have my contact info as well.

                          ~Maria
                          Maria R., CRTP
                          Los Angeles, CA
                          Software Used: ProSeries since 2008

                            Comment

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