W-7 & ITIN Application Services
W-7 & ITIN Application Services
The W-7 and ITIN services assist individuals in applying for or renewing an Individual Taxpayer Identification Number (ITIN) using IRS Form W-7. These services are designed for non-U.S. residents, resident aliens, and others who are not eligible for a Social Security Number but need a taxpayer identification number to comply with U.S. tax laws.
Services Typically Include
Services include
Form W-7 Preparation
- Complete and accurate preparation of IRS Form W-7 based on client documentation and tax status.
- Selection of the appropriate reason code for applying (e.g., for filing a U.S. tax return, claiming tax treaty benefits, etc.).
Document Verification
- Guidance on required original documents or certified copies (such as passports, national ID cards, visas, etc.).
Tax Return Assistance (if needed)
- Preparation of the federal tax return to be submitted with the W-7 application (required for most ITIN applicants unless qualifying for an exception).
- Filing of appropriate attachments and supporting documentation.
Renewals and Rejections
- Assistance with renewing an expired ITIN.
- Help correcting or resubmitting W-7 applications if previously rejected.
Tracking and Follow-Up
- Submission of the complete ITIN package to the IRS
- Tracking application status and follow-up communication with the IRS if needed.