The Untapped Service Most Tax Pros Overlook: A Beginner’s Guide to ITIN & CAA Success E-Book

Unlock an overlooked revenue stream in your tax business with this step-by-step guide. This eBook walks you through everything you need to know about ITIN services and becoming a Certified Acceptance Agent (CAA).

Inside, you’ll learn:

• Who needs ITINs and why demand is growing
• How ITIN services create trust and repeat revenue
• The exact steps to becoming a Certified Acceptance Agent (CAA)
• How to price and package ITIN services for profit
• Marketing strategies to reach immigrant and international communities
• Compliance best practices to stay audit-ready

Whether you’re a solo preparer or running a team, this resource gives you the foundation to confidently add ITIN services and expand your business.

Format: Digital eBook (PDF). Instant Download

💡 Perfect for: Tax pros, EROs, and team leaders looking to add ITIN services without confusion or guesswork.