ITIN (Individual Taxpayer Identification Number)

We manage your ITIN application with IRS-authorized Certifying Acceptance Agent (CAA) support, handling everything from pre-application review through IRS filing in one centralized process.

The process begins with an assessment of your application purpose and ITIN eligibility. Based on the information you provide, we create a required documentation checklist and verify your name, date of birth, citizenship, address, and entry information from your passport and other supporting documents. Any missing or inconsistent information is identified during application preparation, and the necessary steps to complete them are clearly communicated.

Once documents are complete, Form W-7 is prepared with the appropriate application category selected. Under CAA authority, your passport and other acceptable identity documents are reviewed and verified. A Certificate of Accuracy is prepared; Form W-7, required supporting documents, and tax documents related to your application are compiled into a single file in accordance with IRS standards.

For ITIN applications, a current U.S. federal tax return must be included in the file unless an IRS-accepted exception applies. If you do not have a current, prepared tax return appropriate for your application, the relevant return will be prepared separately. Tax return preparation services are not included in the ITIN application fee; they are priced separately based on scope and submitted for your approval before work begins.

Once the application package is complete, it is submitted to the IRS. After submission, we track the file and communications; if the IRS requests additional documents, explanations, or corrections, we manage the necessary response process. At each stage of your application, we regularly inform you of which documents are needed, the current status of your file, and the next steps.

The service includes eligibility assessment, personalized document checklist, document review, Form W-7 preparation, CAA verification, Certifi