Certified Acceptance Agent
We provide Personalized guidance throughout the application process.
We are Certified Acceptance Agent (CAA) authorized by the Internal Revenue Service (IRS) to assist individuals in applying for or renewing an Individual Taxpayer Identification Number (ITIN) using Form W-7. We are specially trained and approved
by the IRS to verify original identification documents, reducing the need for applicants to mail sensitive documents to the IRS.
CAA Services Include
Services include
Document Certification & Verification
- No need to mail original documents: As a CAA, we are authorized to certify and verify key identity documents (like passports) in person.
- We complete a Certificate of Accuracy (COA) for eligible applicants, which replace the need to send originals to the IRS.
Form W-7 Application Assistance
- Full preparation and submission of Form W-7 (Application for IRS Individual Taxpayer Identification Number).
- Guidance on selecting the correct reason code and required supporting documents.
ITIN Renewals
- Assistance with renewing expired ITINs to ensure continued compliance with IRS requirements.
Tax Return Preparation (if applicable)
- We prepare and file your federal tax return, which is often required to accompany your W-7 application unless an exception applies.
Dependents and Family Members
- CAAs can also assist in verifying documents for dependents and spouses applying for ITINs.