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Certifying Acceptance Agent (CAA)

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    #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
    #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

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      #3
      I am curious, what is a CAA?

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

      Comment

        #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

          #5
          Originally posted by AZ-Tax View Post
          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

            #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

              #7
              Originally posted by NRA Girl View Post
              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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