Certified Acceptance Agent (ITIN) Services

If you’re not eligible for a Social Security Number but need to file a U.S. tax return or claim a tax benefit, you’ll need an Individual Taxpayer Identification Number (ITIN). As an IRS-authorized Certified Acceptance Agent (CAA), we streamline the process: we verify your identity and foreign status, prepare Form W-7, assemble the supporting documents, and submit a compliant package to the IRS with our Certificate of Accuracy.

Who we help: Non-U.S. citizens, resident/nonresident aliens, spouses and dependents, students/scholars, and foreign investors who need an ITIN for filing, refunds/credits, or third-party reporting.

What’s included

Eligibility review & reason code selection (why you need an ITIN).
A document checklist and guidance on acceptable ID/Status evidence.
In-person verification of original IDs (or certified copies) means you typically don’t have to mail the originals.
Remote verification is also available via mail.
Form W-7 preparation (new or renewal) and assembly of a complete submission package.
Tax return attachment (when required) or exception documentation.
Submission & tracking until the IRS issues your number or requests more information.
Follow up on and respond to IRS notices related to your application.
Renewal reminders ensure your ITIN stays active.

Certain cases may still require originals or specific documents per IRS rules. We’ll tell you upfront so there are no surprises.

Who needs an ITIN?

You may need an ITIN if you:

Must file a U.S. tax return but are not eligible for an SSN
Are a spouse or dependent listed on a U.S. return or claiming a credit
Need an ITIN to satisfy an exception (e.g., third-party reporting, treaty claim, bank/investment tax reporting)

How it works:

Quick remote consult via phone, Zoom, or Google Meet (10–15 min): Confirm eligibility and timing.
Checklist & prep: We send a tailored list of documents to bring or mail.
CAA appointment: We review and verify ID/Status documents and complete Form W-7.
Assemble & submit: We attach your W-7 to the tax return (if required) or include exception docs, then submit.
Track & update: We monitor progress and keep you informed. If the IRS requests anything, we handle the response.
Number issued: You receive your ITIN; we provide next steps and renewal guidance.

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What are the pricing and fees?

Flat-fee ITIN services with transparent add-ons (e.g., dependents, rush appointments).

Request a quote and we’ll confirm your total before we begin.
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How long does it take? What sort of timing should I expect?

Processing times vary by IRS volume and time of year. We’ll file a complete, compliant package to minimize delays and monitor your case, then notify you of updates or requests.
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Do I have to mail my passport to the IRS?

When you use a CAA, eligible IDs are verified with us so you typically don’t mail originals. We’ll advise if your case is an exception.
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Do I need to file a tax return with my W-7?

Often yes, but some cases qualify for exceptions (we’ll screen for this and include the proper documentation).
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Can you help with renewals or dependents?

Yes—new applications, renewals, spouses, and dependents.
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Do you provide immigration advice?

No. ITINs are tax identifiers only and do not grant work authorization or immigration status.
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What documents should I bring to my CAA appointment?
What to bring to your CAA appointment, or mail to us:
- Primary ID: Passport (best), or two alternate IDs (e.g., national ID, visa, U.S. driver’s license, birth certificate—requirements vary by case).
- Status evidence: As applicable (e.g., visa or entry records).
- Tax documents: W-2/1099s, prior returns, or exception letters supporting your need for an ITIN.
We’ll confirm exactly what’s needed before your appointment.

Get Started Today!

Most appointments are as little as 15 minutes!

Book a consult

Questions?