Unlock New Revenue: ITIN & CAA Success for Tax Pros

Learn how to add ITIN services, become a Certified Acceptance Agent, and serve an untapped market while boosting your bottom line.

Most tax professionals ignore ITIN services, leaving thousands of dollars and countless clients on the table. Meanwhile, immigrant families, foreign investors, and international students are desperately searching for trustworthy guidance.

Who This Is For:

• Tax professionals who want to expand services
• EROs looking to add high-demand offerings
• Team leaders training staff in ITIN workflows
• Tax pros ready to become CAAs and stand out in their market

Why This Matters:

• Clients keep their passports safer and faster ITIN process
• Recurring income from renewals and dependent filings
• Untapped market in immigrant and international communities
• Premium pricing for CAA services
• Referral partnerships with attorneys, realtors, colleges, and tax pros

What You’ll Get:

• Live Webinar
• ITIN Client Intake Form
• CAA Application Checklist
• Supporting Document Quick Reference
• Pricing Menu Example
• Referral Outreach Script Pack
• Mailing SOP
• Top 7 Rejection Triggers Cheat Sheet