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ITIN is for What and Who??? ITIN CAA Sneak Peak - Orange County - South Chapter Virtual Meeting
Wednesday, November 22, 2023, 6:30 PM - 8:30 PM PST
Category: Virtual Chapter Meetings

ITIN is for What and Who??? ITIN CAA Sneak Peak
Orange County - South Chapter Virtual Meeting


Wednesday, November 22, 2023
6:30 to 8:30 PM PST


Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom requires registration before entering the meeting.


  • ITIN Quick Overview
  • Expiring ITIN’s
  • ITIN Renewal for Dependents
  • ITIN Expired Benefits
  • How to Become ITIN CAA sneak peak


Lisa graduated Masters in Business Administration from University of Phoenix, Arizona in 2009. She also graduated at Saddleback College for Associate Degree in Accounting last May 27, 2021. She had completed her bachelor degree in Business Administration from Polytechnic University of the Philippines, major in Advertising and Public Relations in 1995. A detail-oriented Tax Professional with years of experience in Individual Tax Preparation specialized in Itemized Deductions and Self-Employed Deductions and multiple state tax preparation like AZ, OR, NY, VA and NC. A finance specialist with extensive experience in customer service and financial services for the Telecom industry. Lisa worked at H&R Block as Master Tax Advisor from 2005 to 2012 and started her own tax practice. She operates her tax preparation practice and Individual Tax Identification Number (ITIN) processing in Mission Viejo, CA since 2012. Since 2007, Lisa specializes in IRS ITIN (Internal Revenue Service Individual Tax Identification Number) application processing. Lisa has been an IRS ITIN Certifying Acceptance Agent since 2007 and was able to help thousands of ITIN applicants since 2007. Her tax practice consulting focuses on self-employed elderly care providers which involves formation of sole proprietorship for health care providers and assistance preparing their expense books. Other emphasis of her tax practice is preparation of itemized deductions and capital gains. Lisa has served as the Region 3 Director for CSTC in 2019-2023Lisa is serving as the President of California Society of Tax Consultants, Orange County South Chapter since July 2020 until now, 2023 – 2024 term of office. As a president, Lisa has been actively promoting interesting tax education topics throughout the education meetings for CSTC-OC South Chapter.Lisa is an open-minded Tax Specialist who is always engaged spreading tax matters awareness through the use of technology and social media platform.Lisa’s mission statement for the newly opened Diversified Tax Specialist Incorporation, is to promote diversity in tax matters while maintaining acceptable tax laws within the organization processes.

CPE Information:

1 Federal Law hours (Topics covering existing tax law)
1 California hours (Topics covering California law issues)

IRS: 18QC1-T-01912-23-O
CTEC: 1000-CE-5353

Knowledge Level: Basic (No prior knowledge expected)


Price if registered by November 20, 2023
Member Registration Fee: $30
Non-Member Registration Fee: $60

Price if registered after November 20, 2023
Member Registration Fee: $40
Non-Member Registration Fee: $70

Cancellation and Refund Policy
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.