The How’s of ITIN, Federal and State Updates for ITIN
Orange County South Chapter VIRTUAL* Meeting

*THIS HAS BEEN CHANGED FROM AN IN-PERSON MEETING TO A VIRTUAL MEETING

Date:

Monday, November 21, 2022
6:00 - 8:00 PM

Location:

Online Meeting via Zoom
This will be a Zoom Meeting. Once you register and pay the Zoom link will be provided in your confirmation email for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Description:

Discussion about ITIN (Individual Tax Identification Number) What is an ITIN? What is an ITIN used for? How do I apply for an ITIN? Federal and California updates for ITIN.

Speaker:

MARIA ELISA R. CRUZMBA/Notary Public/IRS ITIN CAA/ERO/IRS AFSP
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 26, 2022. 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 Notary Public with years of experience in Notary and Individual Tax Preparation specialized in Itemized Deductions and Self-Employed Deductions. 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 2011 and started her own tax practice.Lisa has been an IRS ITIN Certifying Acceptance Agent since 2007 and was able to help thousands of ITIN applicants since 2007.Lisa has served as the Region 3 Director for CSTC in 2019-2020Lisa is serving as the President of California Society of Tax Consultants, Orange County South Chapter since July 2020. 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 California hours (Topics covering California law issues)
1 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01754-22-I
CTEC: 1000-CE-5175

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Member Registration Fee: $20
Non-Member Registration Fee: $50

Cancellation and Refund Policy for Meeting Purchase: 
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.