CAA & ITIN Services
As an IRS-authorized Certified Acceptance Agent (CAA), we verify your identity documents on-site — so you never have to mail your passport or original ID to the IRS.
What Is a Certified Acceptance Agent?
A Certified Acceptance Agent (CAA) is an individual or business authorized by the IRS to assist individuals who don't qualify for a Social Security Number — but need a federal Taxpayer Identification Number (ITIN) to meet tax obligations.
CAAs are trained and vetted by the IRS to review and authenticate supporting identification documents. This means we can certify your documents at our office — you don't have to send your original passport, birth certificate, or visa to the IRS and risk losing them in the mail.
Schedule ITIN AppointmentNo Mailing Originals
We authenticate your passport and documents at our office. You leave with your originals same day.
Faster Processing
CAA-assisted applications are processed directly by the IRS — typically 6 to 10 weeks.
IRS Authorized
We are officially authorized and listed in the IRS CAA registry. Your application is compliant and complete.
Bilingual Service
We provide full ITIN services in English and Spanish — clear communication every step of the way.
What Is an ITIN — and Who Needs One?
An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the IRS for people who cannot obtain a Social Security Number.
Undocumented Residents
Individuals living in the U.S. without legal status who have U.S. tax obligations.
Non-Resident Aliens
Foreign nationals who earn U.S.-source income and must file a U.S. tax return.
Foreign Spouses & Dependents
Spouses or dependent children of U.S. citizens or resident aliens who do not qualify for an SSN.
Visa Holders
Individuals on certain visa types (F-1, J-1, H-4, etc.) who have U.S. tax filing requirements.
ITIN Renewal
ITINs not used on a federal return for 3+ consecutive years expire and must be renewed.
ITIN for Child Tax Credit
Certain dependents need an ITIN to qualify for the Child Tax Credit and other credits.
CAA vs. Applying on Your Own
Applying Without a CAA
- Must mail original passport to IRS (risk of loss)
- Original documents could be held for weeks
- Higher chance of rejection due to errors
- No document review before submission
- Must navigate IRS requirements alone
- No one to follow up with the IRS on your behalf
With Tax Smart Service (CAA)
- Documents authenticated on-site — keep your originals
- No need to mail your passport anywhere
- We review your application for completeness
- IRS Certificate of Accuracy provided
- We track your application status
- Bilingual support — English & Spanish
Documents Required for ITIN Application
Bring one document from each of the following categories to your appointment. All documents must be current, unexpired, and show your name and photo.
Identity Document
Passport (most common), National ID card, U.S. or foreign Driver's License, Visa issued by U.S. Department of State
Foreign Status Document
Valid visa, Foreign passport, U.S. Citizenship & Immigration Services (USCIS) photo ID, or form I-94 / I-551
For Dependents
School records, Medical records, Birth certificate (children under 6), U.S. school or medical records if born outside U.S.
Tax Document
Completed U.S. federal income tax return (Form 1040), or exception documentation if not required to file. We prepare the tax return as part of your ITIN package.
Note: As a CAA, we can certify these documents in our office. You do not need to send originals to the IRS. Schedule your appointment to confirm exactly what you'll need.
How to Get Your ITIN with Us
Book Your Appointment
Schedule a free consultation online or call us. We'll send you a checklist of documents to gather before your visit.
Document Review
We review and authenticate your identity documents at our office. You keep your originals — we issue the IRS Certificate of Accuracy.
Prepare & Submit
We prepare Form W-7 and your tax return (if required), then submit the complete, verified package directly to the IRS.
Receive Your ITIN
The IRS issues your ITIN in 6–10 weeks. We follow up on your application status and notify you when it arrives.
ITIN Service Packages
Flat-rate pricing with no hidden fees. Includes CAA document certification, Form W-7 preparation, and IRS submission.
New ITIN Application
- Form W-7 preparation
- Document authentication (CAA)
- IRS Certificate of Accuracy
- Application tracking
ITIN & Tax Filing Bundle
- Everything in New ITIN
- Federal tax return prepared
- State return (MA) included
- ITIN required with return
ITIN + Dependents
- Spouse & dependent ITINs
- Document review per applicant
- Combined family submission
- Added to primary application
ITIN & CAA FAQ
What is an ITIN and how is it different from an SSN?
An Individual Taxpayer Identification Number (ITIN) is a 9-digit number issued by the IRS only for federal tax purposes. It does not authorize work, does not make you eligible for Social Security benefits, and is not the same as a Social Security Number (SSN). An ITIN is issued to individuals who have a U.S. tax filing obligation but cannot obtain an SSN.
How long does it take to receive an ITIN?
After we submit your complete application, the IRS typically issues your ITIN in 6 to 10 weeks. During tax season (January–April), processing may take longer. We track your application and will notify you as soon as your ITIN is issued.
Does having an ITIN affect my immigration status?
No. An ITIN has no bearing on immigration status. The IRS does not share ITIN application information with immigration enforcement (USCIS or ICE). Applying for and using an ITIN does not create any record with immigration authorities and cannot affect your visa or residency status.
My ITIN has expired. What do I need to do?
ITINs not used on a federal return for 3 consecutive tax years expire. You must renew your ITIN before you can file your tax return. As a CAA, we can handle your ITIN renewal — the process is similar to a new application, but in many cases you may not need to provide a tax return. Contact us to start your renewal.
Can I claim the Earned Income Tax Credit (EITC) with an ITIN?
No. The EITC requires a valid SSN. However, other credits may be available depending on your situation — including the Child Tax Credit for qualifying dependents with an SSN. We review your full return to maximize every credit you legitimately qualify for.
Can I open a bank account with an ITIN?
Many banks and credit unions accept ITINs for opening checking or savings accounts. Some banks also offer mortgages and other financial products to ITIN holders. Having an ITIN demonstrates financial compliance and can improve your financial options.
Get Started Today
Ready to Apply for Your ITIN?
Book your appointment today. We handle everything — document review, Form W-7, and IRS submission — so you don't have to figure it out alone.