Certified Acceptance Agent

I just received my Certified Acceptance Agent from the IRS.  This has been a long journey.   Years actually.  

I had applied several years ago, but they changed the rules and didn't allow for Certified Acceptance Agents from outside of the US.  So, that stopped me dead in my tracks. 

They opened it up again and I applied again.  I received my Acceptance Agent credential but was disappointed to find out that these credentials really didn't offer much to my clients.  A certified copy of the passport still needed to be sent in.  

Well here I am now a Certified Acceptance Agent.  Met my very first client yesterday to provide these services.  A very pleasant Calgarian with gambling withholdings. Her ITIN had expired.  She had filed her tax return but never got her refund.  She never got a notice from the IRS but surmised that it was due to the ITIN expiration.  She was a very lovely client.  I guess clients collecting taxes withheld from gambling winnings maybe happier than clients who discover that just because they left the US doesn't mean they don't have to keep filing taxes.

Well another service added to the menu.  I am now in the IRS directory, I am getting phone calls asking to speak to Loretta which is my formal name.  So a new venue.  

All of the best to everyone and their US tax ordeals.  It's not simple.