Tax preparers & EAs
Add authenticated ITIN services to your practice and keep clients from mailing original passports away.
2026 cohort / enrollment open
Know what to verify.
Know how to lead.
A professional training environment for document authentication, IRS Form W-7 diligence, and Certified Acceptance Agent readiness.
4 core modules12+ learning hoursOne-time access
Nexus student workspace
PROGRAM PROGRESS
Document Authentication
IRS CAA Program Requirements & Compliance Standards
Module 01
Forensic Analysis of Passports, Visas, and Identity Documents
Module 02
Fraud Indicators & Counterfeit Detection Techniques
Module 03
Credential
In progress
Study time
8h 24m
Assessment
Ready soon
Identity workflow
Structured document review
Practical diligence
Apply repeatable document-review standards.
IRS pathway clarity
Navigate W-7 diligence and the current e-Services application process.
Professional proof
Earn a digital credential after assessment.
4Core forensic modules
12+Hours of instruction
2Applied case studies
80%Assessment pass mark
Founder authority
Expertise rooted in real practice.
Led by Puran Ramratan, a credentialed tax professional and accountant with hands-on experience across IRS compliance, payroll, and document authentication.
IRS Certified Acceptance Agent (CAA)
Authorized to assist with ITIN applications and authenticate approved identity documents.
Electronic Return Originator (ERO)
Authorized provider for the secure electronic filing of federal tax returns.
IRS Authorized Tax Preparer
Professional tax-preparation practice supported by current federal registration.
Registered New York State Tax Preparer
Registered to provide tax-preparation services in New York State.
ADP Accountant Connect Partner
Professional access to ADP accountant and payroll collaboration tools.
ADP U.S. Tax & Payroll Essentials
Completed ADP training in core U.S. payroll and tax workflows.
Degrees in Accounting and Banking & Finance
Academic preparation supporting financial reporting, banking, and tax practice.
Credential references identify the founder's professional qualifications. IRS, New York State, and ADP do not sponsor or endorse this academy. ADP is a trademark of ADP, Inc.; the mark is used for credential identification.
Who it's for
Built for professionals who verify identity.
Nexus fits any practice that needs to authenticate identity documents and support ITIN applicants with confidence.
Accountants & bookkeepers
Extend your firm into compliant document certification with a defensible, audit-ready workflow.
Notaries & document agents
Move beyond basic notarization into IRS-recognized forensic authentication of identity documents.
Community & immigration offices
Serve applicants locally with a trained professional who can verify documents on-site.
Questions & answers
Everything you need to know
No. The program starts with CAA fundamentals and builds to advanced forensic analysis, so motivated tax, accounting, and document professionals can begin without prior forensic training.
No. This is professional training that prepares you for the IRS Acceptance Agent application and provides a required certificate of completion. Only the IRS can approve CAA status through its e-Services application process.
The course is self-paced with no deadline. Your progress is saved to your student portal and you can resume anytime. Most learners finish over one to two weeks part-time.
On passing the final assessment you receive a verifiable digital certificate immediately and a mailed embossed original from our Queens, NY office. The certificate of completion is a supporting item for your IRS Acceptance Agent application.
No. Tuition is a one-time payment of $149 (regularly $499) for full access to all modules, case studies, the assessment, and both certificate formats.
Yes. Module 1 and the roadmap walk through the current IRS e-Services Acceptance Agent application, Form 13551, and the supporting documents you upload. Final approval is determined solely by the IRS.
The training uses fictional or redacted samples only. We teach a privacy-safe workflow that handles identity data on a need-to-know basis and never retains more than the process requires.
Start your path