Fact Sheet: Becoming a Certifying Acceptance Agent (CAA 2025

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The document outlines the process and requirements for becoming a Certifying Acceptance Agent (CAA) for the IRS's Stakeholder Partnerships, Education and Communication (SPEC) program. It aims to recruit more CAAs to enhance Individual Taxpayer Identification Number (ITIN) services in communities with high ITIN usage. The document details the benefits of being a CAA, including the ability to assist foreign individuals with their ITIN applications without mailing original documents. It also specifies eligibility criteria, training requirements, and a streamlined application process for SPEC partners.

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How to get ITIN certification?

Fill out Form W-7, Application for IRS Individual Taxpayer Identification Number (ITIN), and submit it with your tax return. Contact an IRS-authorized Certifying Acceptance Agent.

How much does a CAA agent cost?

The cost for CAA services depends upon whether we prepare the tax return that supports the ITIN request. The cost is less if we prepare the tax return. The fee is $150 per applicant for the CAA services and the mailing cost between $8 to $16 depending upon the size of the packet being mailed.

How much does a personal agent cost?

The short answer is that talent agents typically charge a commission on the work they secure for their clients. This commission is usually a percentage of the clients earnings, ranging from 10% to 20%.

Can I file form 13551 online?

Forms 13551, Application to Participate in the IRS Acceptance Agent Program, are no longer accepted by mail. Applicants must now use IRS e-Services and upload required documents through the CAA upload tool. Before submitting, applicants need to complete the mandatory ITIN Acceptance Agent training course.

How much does an acceptance agent cost?

Fees and Documents Our fee for acting as a Certified Acceptance Agent is $475.

What is the difference between CAA and AA?

A CAA is authorized to receive the assigned ITIN number directly from the IRS. An AA can assist alien persons in obtaining ITINs or EINs from the IRS, but is not authorized to receive the ITIN number. The IRS will issue the assigned number directly to the applicant.

What is a CAA tax agent?

What is a certifying acceptance agent (CAA)? A Certifying Acceptance Agent is an individual or an entity who is authorized by the IRS to assist alien individuals and other foreign persons in obtaining Individual Taxpayer Identification Numbers (ITIN) from the IRS.

Fact Sheet: Becoming a Certifying Acceptance Agent (CAA 2025

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