ITIN Services
Get your ITIN application right the first time.
Applications get sent back over a missing document or the wrong filing reason. We confirm why you need an ITIN, prepare Form W-7, check your ID documents, and coordinate any tax return that has to go with it.
Who We Help
Sound like you?
Applying for the first time, or not sure if yours needs renewing? Start by confirming your filing reason.
- Nonresident or resident taxpayers who are not eligible for an SSN
- Spouses or dependents included in an eligible U.S. tax filing
- Foreign owners who need a U.S. taxpayer identification number for a filing
- People with an existing ITIN who need to check whether renewal is required
Application Review
First, confirm why you need one
An ITIN exists only for federal tax purposes, so every application needs a valid tax reason behind it.
- Review the applicant’s tax filing reason and SSN eligibility
- Determine whether a tax return or an exception may apply
- Identify the applicant category and supporting documentation needed
- Separate the ITIN scope from any tax-return or business-return preparation
Preparation
Then, prepare and submit it properly
Jasper Zhao is a Certifying Acceptance Agent (CAA). A CAA can verify ID documents and send the IRS certified copies, so in many cases your original passport doesn't have to be mailed to the IRS. (For dependents, this applies to passports and birth certificates only.) Every applicant still completes an identity check with us, so contact us before sending any originals.
- Form W-7 preparation and application-package review
- Identification-document review and submission instructions
- Coordination with an included federal income tax return when required
- Renewal review for an existing ITIN
After Submission
After it's submitted
You'll get a checklist for your application package and clear next steps. The IRS decides approval and processing time, so we can't promise either. Extra IRS requests, returns or reapplications outside the original agreement are quoted separately.
- Provide identity and tax records securely after engagement; follow separate instructions for originals or certified copies
Quoting
Know the price before we start
Start with a fee estimate based on your situation. Your written engagement confirms the services, tax years and fees included.
What affects the fee: new application or renewal, the filing reason, number of applicants, the ID documents involved, and whether a federal or state return is included.
What happens after you contact us
New or renewal, and who's applying.
We check the route and whether a tax return has to go with it.
Follow the document and interview instructions for each applicant, and contact us before sending originals.
Review the W-7, sign, and follow the submission instructions.
Next Step
Tell us why you need an ITIN.
A few sentences is enough. Mention the tax years and any deadline you know about. Save sensitive documents for your secure portal.