CAA & ITIN Services
Acceptance Agent support
CAA & ITIN Services
Guidance for new ITIN applications and renewals, including document review and appointment support.
ITIN applications
Help preparing Form W-7 and organizing the required tax and identity documents.
ITIN renewals
Support reviewing expiration notices and preparing a complete renewal package.
Document review
We explain which original or certified documents may be required for your situation.
Need ITIN assistance?
Schedule an appointment so we can review your circumstances and required documents.
IRS-authorized document review
ITIN Application Support From a Certified Acceptance Agent
An Individual Taxpayer Identification Number application requires the correct reason, tax documentation, and identity evidence. Our CAA process helps eligible applicants prepare a complete package and may reduce the need to mail original identity documents.
Application review
We review Form W-7 information, the filing reason, and supporting federal tax documentation.
Identity document certification
Qualifying original documents can be examined under the Certified Acceptance Agent process.
New and renewal applications
Receive guidance for first-time ITIN requests, expired numbers, and family applications.
Before your appointment
What to Prepare
Bring original, current identity documents and the tax records connected to the application. Requirements vary by filing reason, age, residency, and relationship to the tax return.
Common questions
Helpful Answers
Is an ITIN the same as a Social Security number?
No. An ITIN is for federal tax processing and does not provide work authorization or Social Security benefits.
Do I always need to file a tax return with Form W-7?
Most applicants do, but the IRS recognizes limited exceptions that require specific supporting evidence.
How long does the IRS take to process an ITIN?
Processing times vary by season and application circumstances. Complete documentation helps avoid preventable delays.
Local, year-round support
Ready to Discuss Your Next Step?
Schedule an appointment with Tax Smart Service in Waltham or contact our team with a question.