Professional standards · Practical expertise
Taxum brings together U.S. tax practice, electronic filing and transmission capabilities, ITIN application support and an international accounting background.
Contact usCredentials & professional roles
Learn how our team’s professional qualifications and our firm’s filing roles support the work we do for individuals and businesses.
Professional judgment
EA and ACCA support tax practice and an international accounting perspective. Each has its own professional scope.
EA
An IRS-issued federal tax credential with representation rights covering IRS examinations, collection matters and appeals. Enrolled agents follow professional conduct and continuing education requirements.
Tax preparation, professional tax guidance and representation before the IRS.
ACCA
The ACCA qualification combines professional examinations, ethics and relevant practical experience, with a foundation in accounting, financial reporting and professional judgment.
An accounting perspective for business records, financial analysis and cross-border tax discussions.
Electronic filing
Preparation, taxpayer authorization, transmission and IRS acknowledgments are distinct steps in the filing process.
e-file
Participation in the IRS e-file program as an authorized provider. The provider participates according to the roles approved through its IRS e-file application.
An authorized framework for preparing and submitting electronic tax returns.
Transmitter
A transmitter sends electronic return data directly to the IRS. Transmission, acknowledgments and rejection responses form part of the electronic filing workflow.
Electronic delivery and follow-up on IRS acknowledgments and transmission feedback.
Specialist support
CAA relates to ITIN application support; AFSP records completion of a program for a particular filing season.
CAA
An IRS-authorized role assisting with Form W-7 ITIN applications and authenticating permitted identity and foreign-status documents under the program’s rules.
Review of the ITIN application, applicable document requirements and submission materials.
AFSP
AFSP is a voluntary IRS program recognizing qualifying continuing education, PTIN renewal and consent to specified professional conduct obligations for a particular filing season.
Ongoing federal tax learning and professional preparation for the filing season.
Professional credentials, annual program records and electronic filing roles have different scopes. Services are performed by appropriately credentialed professionals or authorized providers.
FROM EXPERTISE TO PRACTICE
Confirm the tax years, jurisdictions and supporting information.
Review the return or application and resolve open questions.
Complete the applicable signature and submission steps.
Track acknowledgments, outstanding payments and further requests.
Tell us about your situation — we will reply within one business day with clear next steps.
