CAA ITIN Service
A Certified Acceptance Agent (CAA) is a person or business that has been certified by the Internal Revenue Service (IRS) to assist individuals and entities that are not eligible to obtain a Social Security Number (SSN) or an Employer Identification Number (EIN) to apply for an Individual Taxpayer Identification Number (ITIN).
The CAA can certify original identification documents and assist with completing Form W-7, the application for an ITIN. They are authorized to certify copies of identification documents and assist taxpayers in completing Form W-7 and collecting the necessary supporting documents for the ITIN application.
CAA service is available now! Check fees here
W7/Document Certification by a CAA
Tax return (if needed)
🔹 What is an ITIN?
An Individual Taxpayer Identification Number (ITIN) is issued by the IRS to individuals who are required to have a U.S. taxpayer identification number but are not eligible for a Social Security Number (SSN).
🔹 What is a Certified Acceptance Agent (CAA)?
A Certified Acceptance Agent (CAA) is authorized by the IRS to:
Verify identity documents
Certify passport copies (in person only)
Submit Form W-7 on your behalf
👉 This allows you to avoid mailing original documents to the IRS.
🔹 Who needs an ITIN?
You may need an ITIN if you:
Have a U.S. tax filing obligation
Are a nonresident or resident alien
Are a spouse or dependent of a U.S. taxpayer
Need to file forms such as Form 1040 or Form 5472
👉 ITINs are issued only for tax purposes and do not provide work authorization or immigration benefits.
🔹 Can I get an ITIN for non-tax purposes (credit, work, etc.)?
❌ No.
An ITIN is issued strictly for U.S. tax filing purposes only.
👉 You cannot obtain an ITIN for:
Employment or work authorization
Opening credit cards or building credit
Immigration benefits
Identification purposes
✔ The IRS will only issue an ITIN if you have a valid U.S. tax filing requirement.
👉 If you do not have a U.S. tax obligation, you are not eligible to apply for an ITIN.
🔹 Can the ITIN process be done remotely?
✅ Yes — with specific requirements.
We offer remote CAA services, however:
You must provide a certified copy of your passport issued by the passport authority
The certified copy must be mailed to our office before the appointment for inspection.
❗ Identity verification cannot be completed via video alone
🔹 Can I send a notarized passport copy?
❌ No.
The IRS does not accept notarized copies.
✔ Only:
Original passport
ORCertified copy issued by the passport issuing authority
🔹 Do I need to file a tax return with my ITIN application?
📌 In most cases, yes.
The IRS requires a valid U.S. tax filing purpose, such as:
Filing a tax return
Claiming a spouse or dependent
👉 ITINs are not issued without a valid tax reason.
🔹 Should I file my tax return before applying for an ITIN?
❌ No — do NOT file your tax return before applying for an ITIN.
In most cases, your tax return must be included in the ITIN application package (Form W-7) and mailed together to the IRS.
👉 If you file your tax return first:
The IRS may reject it due to missing SSN/ITIN
You may need to file an amended return (Form 1040-X)
This can cause delays and additional costs
✔ Correct process:
Prepare the tax return
Do NOT file it separately
Submit it together with Form W-7 as one package
🔹 Can you help without full tax preparation?
✅ Yes.
We offer:
CAA certification-only services
Full ITIN application support (optional)
Tax Return preparation (if needed)
🔹 What documents are required?
Typically:
Passport (original or certified copy)
Completed Form W-7 -we can prepare it, or you can bring your own.
Supporting tax documents (if applicable)
🔹 How long does it take to receive an ITIN?
⏳ Typically:
6–10 weeks, depending on IRS processing times. Longer during the tax season.
🔹 What if my ITIN application is rejected?
✔ We assist with:
Responding to IRS notices
Resubmission or correction (based on service terms)
🔹 Can dependents apply for an ITIN?
✅ Yes, but additional documentation may be required, such as:
Birth certificates
Proof of residency (especially for dependents)
Must be included in your tax return.
🔹 Do you work with clients outside the U.S.?
✅ Yes.
We work with international clients, however:
Remote processing requires certified passport copies.
Documents must be mailed to our office before the video appointment.
🔹 How much does your ITIN service cost?
💰 Pricing depends on the level of service:
🔹 How do I get started?
📅 Getting started is simple:
Receive client portal access.
Sign an engagement letter.
Pay the invoice.
Upload required documents (mail a certified copy of your passport if needed)
Schedule and attend your appointment in the office: 1100 Melody Ln, STE 216, Roseville, CA, 95678 or remotely.
📩 Still have questions?
Feel free to contact us or schedule a discovery call — we’re happy to help guide you through the process.
