ITIN & CAA Success Bundle: eBook + Bonus Resources

Take the shortcut to implementation with the complete ITIN & CAA Success Bundle. You’ll get the full eBook PLUS ready-to-use tools and checklists so you can start offering ITIN services immediately.

What’s included:

• 📘 The Untapped Service Most Tax Pros Overlook: A Beginner’s Guide to ITIN & CAA Success
• 📝 ITIN Client Intake Form
• 📝 CAA Application Checklist
• 📝 ITIN Supporting Document Quick Reference
• 📝 Sample Pricing Menu (ready to customize)
• 📝 Referral Outreach Script Pack
• 📝 Mailing SOP (step-by-step)
• 📝 Top 7 Rejection Triggers Cheat Sheet
• 📝 Staff SOP Outline for training your team

With this bundle, you don’t just learn the process you have the exact tools to apply it. That means no second-guessing, no wasted time, and no missed opportunities.

Format: Digital eBook (PDF) + Resources Pack (printable templates & checklists) instant download

Perfect for: Tax professionals who want to implement right away and position themselves as trusted CAAs in their market.