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:
Sirius Tax Group
President and Founder
[email protected]
(301) 500-5161
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 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 tax preparation for seven years. Her consultancy background makes her a natural, dealing with the field’s quantitative aspects, and advising her clients in their best interest. Her knowledge and expertise allow Sydney to incorporate the life changes and the simplicity or complexity of her clients into 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." This affinity to help clients 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.