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Acceptanceagent martinez

HOW TO BECOME A CERTIFYING ACCEPTANCE AGENT

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Subject Area Specialized Knowledge
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

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



 

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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.

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Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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The Latino Tax Professionals Association (LTPA) is a professional trade association dedicated to excellence in the field of tax preparation and related services. LTPA is here to support all those who serve the Spanish speaking taxpayer. Our members work in all areas of tax practice, including individual practitioners, accounting and bookkeeping services, enrolled agents, certified public accountants, and immigration attorneys.

As the only Latino-focused provider of tax education and related services, LTPA presents regional seminars, workshops, tax instructor training at our headquarters and an annual national convention on topics that are of great interest to our members.  Some of these topics include evaluations of tax preparation, accounting and write-up software and materials to help with the marketing and growth of your practice, setting up your business for success and growth, etc.  We are here to help tax professionals grow their business with Latino clients. We've been doing it for 34 years, let us show you how.

LTPA members and students may attend our National and Regional Conferences and network with colleagues and other professionals who serve this community.  In addition, we anticipate forming chapters at local levels to increase education and networking opportunities.