Application Services
- New ITIN applications
- ITIN renewals
- Form W-7 preparation
- Tax return coordination when required
- Supporting document review
- Application package assembly
ITIN & CAA
ITIN and Certifying Acceptance Agent Services
An Individual Taxpayer Identification Number may be issued to an eligible person who has a U.S. federal tax purpose but is not eligible for a Social Security number.
CAA Document Review
- Identity and foreign-status document review
- Certification procedures permitted under the CAA agreement
- Guidance regarding acceptable documentation
- Coordination for dependents when permitted
Common Applicants
- Nonresident and resident aliens with a federal tax purpose
- Spouses or dependents when eligible
- Foreign investors
- International business owners
- Other applicants meeting IRS requirements
Important Notice
An ITIN is for federal tax purposes. It does not provide work authorization, immigration status, Social Security benefits, or eligibility for every tax credit.
Professional Engagements