Roadmaps
See your route
before you start.
Pick a pathway to see every step in order: the orientation call, each recorded course and live class, the earn-ready point and your certificate.
Roadmaps
Pick a pathway to see every step in order: the orientation call, each recorded course and live class, the earn-ready point and your certificate.
Choose a pathway
Help non-residents get the U.S. tax ID they need.
Step 01
A group call for this pathway. We walk through the curriculum, payments and live classes, and answer your questions.
See upcoming calls →Step 02
Send a short application. When we approve it, your prices are locked in.
Apply now →Step 03
30 min in
Step 03 Live class· Required· 30 min
$250
A live introduction to ITINs: who needs one, how they're issued, and the common client situations you'll meet.
Step 04
7 hr 33 min in
Step 04 Recorded course· Required· 7 hr 3 min
$500
Step-by-step W-7 preparation for each applicant type, the documents the IRS accepts, and how to avoid rejections.
Step 05
From here you have the skills for supervised paid work, while you finish the rest of the pathway.
Step 06
Step 06 Live class· Optional
$150
Bring real-world scenarios and review W-7 packs with your instructor.
Step 07
16 hr 5 min in
Step 07 Recorded course· Required· 8 hr 32 min
$650
How the CAA program works, identity and document verification, and the obligations CAAs carry.
Step 08
Step 08 Recorded course· Optional· 3 hr 33 min
$150
The IRS rules for practitioners: due diligence, conflicts, client records and professional conduct. Shared with the EA Track.
Step 09
Issued automatically when you finish the required items, with a public verification link.
Your own roadmap shows how far you've come on each step.