Filed as one package
The W-7 and the return are prepared together, which is how the IRS expects to receive them.
ITIN
An ITIN application that is accepted the first time
The form is one page. The reason so many are rejected is the documentation — and that is the part we handle.
An ITIN lets you file a federal tax return, be listed as a spouse or dependent, open certain financial accounts and comply with withholding rules when you are not eligible for a Social Security number.
Rejections almost always come down to identification: the wrong document, the wrong certification, a return that does not match, or an exception claimed without the supporting letter. We determine which category applies, assemble the evidence in the form the IRS accepts, and track the application through to issuance.
Scope
What’s included
Eligibility review
Which IRS reason code applies to you, and whether an exception lets you apply without a return attached.
Form W-7 preparation
Prepared in English or Spanish alongside the return it accompanies.
Documentation guidance
Exactly which identification the IRS accepts, and how to certify it so originals stay with you where possible.
Dependent and spouse applications
Including the additional residency documentation the IRS requires for dependents.
Renewal handling
We check expiry status before filing season, not after a refund is reduced.
Status tracking
We follow the application and chase it if processing stalls.
Outcome
Why it matters
Renewals caught early
An ITIN unused for three years expires, and filing with an expired one can strip out credits.
Todo en español
The entire process, from the first call to the signature, can be conducted in Spanish.
Process
How it works
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Eligibility call
Fifteen minutes to establish which category applies and what documents you will need.
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Gather documents
We give you a precise list. No guessing, no second trips.
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Prepare and file
W-7 plus the return, assembled and submitted together.
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Track to issuance
We monitor the application and follow up with the IRS if it stalls.
Suited to
Who this is for
- Individuals who must file but cannot obtain a Social Security number
- Spouses and dependents being claimed on a return
- Foreign owners of a U.S. LLC or partnership
- Anyone whose ITIN has expired or is about to
FAQ
Questions
IRS processing generally runs about seven weeks outside filing season, and can extend to eleven or more between January and April or when applying from abroad. Applying in the autumn avoids the queue entirely.
Not always. Certain certified copies are acceptable, and certified copies can be obtained from the issuing agency. We walk you through the least risky route available for your documents before anything is sent.
An ITIN is issued purely for federal tax administration. It does not grant work authorisation, immigration status or eligibility for Social Security benefits. We can advise you on the tax side only — questions about immigration consequences belong with a licensed immigration attorney.
Often needed alongside this
Other services
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Individual & Family Tax Preparation
Every return is checked by a second reviewer, filed electronically, and tracked until the IRS and the FTB confirm acceptance.
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IRS Representation & Audit Defense
Sign a Form 2848 and every letter, every phone call and every deadline becomes ours to manage.
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.